Bringing over 25 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Midori Hillis

BA, CFP®
Senior Financial Advisor

As a Senior Financial Advisor, I strive to make a positive difference in the lives of others by helping them plan for financial success. I’ve always had a genuine passion for ...

Jennifer Huizinga

Client Services Manager

I’m proud to say I’ve been assisting our clients for almost 30 years, having started here in 1995. My primary responsibilities as Client Service Manager include such things as...

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 cl...

Andrea Somers

Client Relationship Manager

With over 20 years of experience in the financial services industry, 10+ of those as an advisor support professional with IPC, I remain committed to providing exceptional clie...

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Midori Hillis

BA, CFP®
Senior Financial Advisor

As a Senior Financial Advisor, I strive to make a positive difference in the lives of others by helping them plan for financial success.

I’ve always had a genuine passion for financial planning. The year I graduated from university I was debt-free and went on to purchase my first home in Victoria. I want others to experience the same level of enjoyment from planning for their success and achieving their dreams. You may hope for peace of mind at retirement, the ability to fund your child’s education or to assist your extended family financially. With a smart plan, updated on a regular basis, we can accomplish this together. I am focused on listening to what matters most to you so I can guide you in the right direction, discuss any risks involved in your plan, and recommend the best options for managing them. I believe our unique Personal Wealth Management Strategy™ will give your family peace of mind.

Personal Information

I thoroughly enjoy calling Vancouver Island my home and currently reside on a tranquil property in Willis Point with my husband Jason, and my daughter Anika. In my spare time, I enjoy participating in Anika’s activities, spending time outdoors, boating, traveling, and tending to the family ducks. I also believe it’s important to support the continued success of my community. I volunteer in my neighbourhood by putting together our local newsletter and you will always find me out there on “road clean up” days, rain or shine. I am recently back in the habit of donating blood and each December I arrange a food drive for the Mustard Seed to raise money and food donations for those who could use the support.

Professional Designations and Achievements

  • 2023 Finalist, Better Business Bureau Vancouver Island Torch Awards for Ethics - Professional Services
  • 2023 Member of The Greater Victoria Chamber of Commerce
  • 2022 & 2023 IPC National Advisory Board Member
  • 2021 Advisory Panel IPC Virtual Summit
  • 2020 Co-Author of Financial Success for Women by Women
  • 2019 Awarded Best Client Experience ~ Investment Planning Counsel
  • 2018 Senior Financial Advisor ~ IPC Securities Corp in BC and Alberta
  • 2018 Life Licence ~ Alberta Insurance Council
  • 2018 Invited to attend IPC Top Performers Conference
  • 2017 Wealth Management Essentials ~ Canadian Securities Institute
  • 2017 Conduct and Practices Handbook Course ~ Canadian Securities Institute
  • 2016 Invited to attend IPC Top Performers Conference
  • 2011 Awarded Best Client Experience ~ Investment Planning Counsel
  • 2011 Advisory Panel Bear Mountain IPC Conference ~ Investment Planning Counsel
  • 2009 Chapter Board Member ~ Advocis South Vancouver Island
  • 2008 Invited to attend IPC Top Performers Conference
  • 2008 Commenced membership of Better Business Bureau
  • 2005 Invited to attend IPC Top Performers Conference
  • 2005 Certified Financial Planner Designation ~ Financial Planners Standards Council
  • 2003 Commenced membership of Advocis Vancouver Island Chapter
  • 2002 Financial Advisor ~ IPC Investment Corporation in BC
  • 2002 Canadian Securities Course with Honours ~ Canadian Securities Institute
  • 2002 Life, Accident and Sickness License ~ BC Insurance Council
  • 2001 Bachelor of Arts with Distinction ~ University of Victoria ~ Double Major in Psychology and
  • Environmental Studies with a Minor in Women’s Studies

Jennifer Huizinga

Client Services Manager

I’m proud to say I’ve been assisting our clients for almost 30 years, having started here in 1995. My primary responsibilities as Client Service Manager include such things as overseeing quality control, managing our team’s records and data integrity processes.

Over my many years here I’ve had the opportunity to wear a few different hats and I’ve seen many changes within our industry. I pride myself on staying abreast of the latest rules and regulations as well as keeping all client files up to date.

Your financial security goals are always paramount to us at Investment Planning Counsel.

When not in the office, I enjoy many passions such as spending time with my family, gardening, crafting and of course, spending time with my cats.

 


Sincerely,
Jennifer Huizinga

Client Service Manager

Investment Planning Counsel

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 expertise, as well as manage the office contracts, equipment and suppliers.

Sincerely,
Jason Hillis

Sales Associate
Investment Planning Counsel
The Royal Oak Team

Andrea Somers

Client Relationship Manager

With over 20 years of experience in the financial services industry, 10+ of those as an advisor support professional with IPC, I remain committed to providing exceptional client care.

As our team’s Client Relationship Manager, I am the first point of contact at our Victoria office so please feel welcome to contact me – I am here to help.

When not at work, you will find me spending time with my sons and our rescue dog, Ronan, in search of new adventures on Vancouver Island.


Sincerely, 
Andrea Somers 

Client Relationship Manager

Investment Planning Counsel
The Royal Oak Team

Our Consultants

 

Supporting the communities within which we work

At IPC, we built IPC Cares to bring together the various efforts we make towards enhancing the communities within which we operate. By adopting causes that are close to our hearts, we keep ourselves committed and accountable.

Last year alone, as a company, we supported the aid efforts on the Fort McMurray fires, palliative care through The Healing Cycle Foundation and women and children through The Salvation Army.

Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to our CSR efforts, is the community development project in Honduras with The Carpenteros & Friends. Last year’s project involved a group of IPC staff and Advisors volunteering their time and energy on the ground. Very little is as inspiring and rewarding as living the lives of the people you’re helping, and every one of the people who took the journey came back a changed person, even more determined to stay committed to making a difference in the world!

We also made countless small but significant contributions of our time and resources within our communities through many grassroots charities we believe in, and the ripple effect of their efforts are always rewarding.