A Welcome Note For You
Welcome to IPC Victoria
I specialize in building personal, lasting relationships with likeminded individuals who are in or nearing retirement, navigating downsizing, or facing new financial realities following the loss of a loved one.
For over twenty years, I’ve taken pride in making a meaningful impact on my clients’ financial security by helping them define their goals and creating practical, personalized plans to achieve them. Each person’s journey is unique, and I take the time to listen, understand your values, and tailor advice that aligns with what matters most to you.
Outside of financial planning, photography is one of my passions. My family and I enjoy exploring Vancouver Island and BC’s beautiful interior, capturing moments along the way. You’ll find many of my photographs featured throughout the website—I hope they bring a sense of calm and connection as you explore.
Thank you for visiting. I look forward to meeting you, hearing your story, and helping you build a financial future that reflects your values and goals.
Sincerely,
Midori
Who I Work With
I generally work with clients who are in or nearing retirement and have investable assets of at least $500,000. These individuals often face more complex financial situations, which is where thoughtful, personalized advice can make a real difference.:
Because of the comprehensive and time-intensive planning I provide, I limit the number of families I work with. This ensures every client receives the care, attention, and responsiveness they deserve. If we’re a good fit, you can expect a truly personalized and high-touch experience.
Whether you're preparing for retirement, planning your legacy, or reassessing your finances during a life transition, my focus is on helping you feel confident and secure in your financial future.
Advocating for Financial Literacy
I’m a proud advocate for financial literacy and continue to contribute to community education through co-authored books, including:
You’re welcome to request a free copy of any of these titles, or download my chapters directly under the Financial Success tab.
Legacy Planning Tools
Estate planning is one of the cornerstones of my practice. Helping clients clarify their legacy and ensure their wishes are fulfilled is deeply rewarding. Under the Legacy tab, you'll find access to valuable tools, including:
These are available to anyone who may benefit from them.