Our Team

The Royal Oak Team

We Achieve our Clients' Objectives...
Through Good Times and Bad!

Dream. Plan. Achieve 
 
A dream without a plan will always be just that: a dream. Our focus is to build a plan to achieve your dreams by sharing our knowledge and expertise on investments, tax, estate, education and retirement planning. We bring a variety of products, service, and advice to the table while keeping the emphasis on your long-term goals. One of the things we are most proud of is providing you with the confidence that comes from knowing that your plan is taking shape and the peace of mind that comes from knowing your dreams will be achieved. It starts with your dream, we build the plan and together, celebrate the achievement.

 Our client-centered focus combined with the application of our unique balanced financial planning and investment program has helped us to preserve capital while at the same time provide required income and reduce personal income tax. That's tough to beat, almost as tough as our competitive fee structure.  Contact us for a complimentary information package.

 

 

 


 

Andrea Somers

Administrative Assistant

My primary role at Investment Planning Counsel, Royal Oak, is to ensure you feel welcome and comfortable when you visit or call our office. With over 15 years of customer service experience in the financial services industry, delivering friendly and efficient client support ...
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Jennifer Huizinga

Client Services Manager

I’m proud to say I’ve been assisting our clients for over twenty years stared here in 1995. My primary responsibility is Client Service Manager, which includes overseeing quality control and accuracy within our branch. I pride myself on staying abreast of the latest rules an...
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Jason Hillis

Marketing Assistant

I am passionate about the pursuit of the ultimate client experience. My background is in residential and commercial Real Estate and I bring the same attention to detail and client-focused solutions to Investment Planning Counsel. I support the office with my marketing expert...
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Tracey RompainCFP®, CEA, EPC

Certified Financial Planner®

As a Certified Financial Planner®, I take pride in helping you develop all aspects of your financial planning needs.  Financial planning is an evolving process that changes throughout the stages of your life and should be adaptable to your personal situation. Whether it be b...
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Our Consultants

 

 
 

MIDORI HILLIS, BA, CFP®

Senior Financial Advisor

IPC Securities Corporation

As a certified Financial Planner, I strive to make a positive difference in the lives of others by helping them plan for financial success. I have always had a passion for financial planning and specialize in creating efficient retirement income and estate plans for my clients who are retired or nearing retirement.
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