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

Kevin Lavigne

Financial Advisor

Kevin has been in the Financial Services Industry for over a decade now and started his career with a large financial institution back in Ontario. In 2013 he joined Reid & Ass...

Brittney Vance

Client Services Manager

Brittney has been with Plan First Financial Solutions since 2016 and has over 15 years of experience in finance, insurance and banking. Brittney has a comprehensive understand...

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Kevin Lavigne

Financial Advisor

Kevin has been in the Financial Services Industry for over a decade now and started his career with a large financial institution back in Ontario. In 2013 he joined Reid & Associates Financial Solutions and learned a more in depth Financial Planning process.

With Kevin’s hard work and dedication to client’s financial goals he was able to take over the company and changed the name to Plan First Financial Solutions at the end of 2017. Kevin continues to manage and maintain his own private practice with an unwavering commitment to building and protecting client’s assets.

Kevin works with individuals, families and businesses to ensure all of their goals are aligned and are achieved efficiently. He is best known for creating detailed plans for the transfer or generational wealth.

Kevin, his wife and two daughters enjoy an active Okanagan lifestyle by participating in a variety of outdoor and cultural activities. They appreciate the amazing food, wine and lively culture of Kelowna.

Brittney Vance

Client Services Manager

Brittney has been with Plan First Financial Solutions since 2016 and has over 15 years of experience in finance, insurance and banking. Brittney has a comprehensive understanding of both insurance and investment transactions and is responsible for all transactions and follow up with both clients and insurance /investment companies. Brittney’s friendly attitude and willingness to help has made a great impact to our clients over the last few years. Brittney completed her Life license qualification program in 2019 and has now taken on the role of Client services Manager.

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.