Our Team

Rod has been a practicing Financial Advisor in Osoyoos, BC since 1995 and joined the team of Investment Planning Counsel since their inception in 1998.

Before becoming a Financial Advisor, Rod graduated from Lakehead University in 1987 with his Honours Degree in Geology. His work in that field involved heading up Mining exploration in various regions of the world as well as time spent working in Calgary in the Oil and Gas sector. Rod feels his knowledge and experience in Mining and Oil and Gas has lent to his tremendous success advising his clients investing in that space for the past 25 years.

Rod holds the Certified Professional Consultant on Aging (CPCA) designation in addition to completing courses such as Canadian Securities Course, Retirement Income Planning for Professionals, Insurance and Estate Planning, and Investment Funds in Canada course to name a few. Rod is also fully Life licensed in the provinces of BC and Alberta.

Rod and his client-focused team are dedicated to being by your side, every step of the way, as your partner-in-planning who will answer all your questions. With their comprehensive analysis and experience, they will help ensure you maximize your retirement income streams with the right combination of investment and risk management strategies.

Rod feels in today’s world, it’s important to connect with real people. When you call his office, you get a member of his team to speak with you, making your needs their priority. No excuses, just results.

When not working, Rod is a dedicated father of four children, actively involved in his community, and if time allows, playing golf and enjoying the outdoors.

Insurance products available through Rod Rezka.

Doug has worked in the Financial Services industry for 35+ years after graduating from the University of British Columbia with his Bachelor of Commerce Degree in Finance and Accounting. Doug’s continued education has led to having the Canadian Securities Course (honours), the Professional Financial Planning Course, the Life Licence Financial Qualification Program (LLQP), and Certified Professional Planning Certification in 2015.

Doug has lived in many places in BC but calls the Okanagan home. He has now been in Osoyoos for 25+ years and has been with Investment Planning Counsel as an independent advisor for 5+ years. He provides professional advice to his clients based on their goals in all aspects of their financial needs, including Investment, Retirement, Estate, Tax, and Life Insurance solutions. Prior to this he worked with a major Bank and a Credit Union.

Outside of work Doug spends time with his wife, Nicole, rescued Greyhound dogs, children, and grandchildren that come to visit. Doug also spends many hours working in the yard and gardening, giving back to the community as an active member of the Rotary Club of Osoyoos, and enjoying a round of golf.

Insurance products available through Douglas Matthews.

Sue joined the IPC Osoyoos Team in 2009 bringing her experience from communications and office administration as she worked in both the Emergency Medical Services field and a major accounting firm for over 25 years in Northern Alberta.

As an Executive Assistant, Sue has developed a proficiency in client communications and system operations requiring to keep up to date with the ever-changing landscape.

Away from the office, Sue can be found enjoying time on the golf course, performing in a country duo at local wineries and markets as well as keeping her family and grandchildren close to her heart.