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Contact Information
TOLL FREE
(800) 756-2211
RICHARD INGRAM
(250) 712-2124
LANCE MACDONALD
(250) 712-2162
JAMIE LEMKE
(250) 712-2135
SUSAN THOMPSON
(250) 712-2193
FAX
(250) 712-2176
 
Email
richard.ingram@rbc.com
jamie.lemke@rbc.com
lance.macdonald@rbc.com
susan.l.thompson@rbc.com
Branch
Kelowna
 
Ingram Investing - Richard Ingram and Lance Macdonald

Business Planning


Every day, you make crucial decisions affecting the financial health of your business. And you know how important it is to have the best possible services and products to help effectively manage your finances. Making the right financial decisions is a big responsibility —and we can help.

Through an Investment Advisor at RBC Dominion Securities, you have access to a vast array of products and services geared towards the needs of your business or corporation.

Explore how we can meet the following business needs:

Business Investing
  Fulfill all of your company's investment needs with our customized business strategies and convenient solutions.
Managing Business Risk
  Protect your business through business succession planning, executive life insurance, key person insurance and more.

Our business planning solutions could be ideal if you need to:

  • Manage business and personal assets
  • Invest on behalf of a business or corporation
  • Plan for business succession
  • Protect against the sudden loss of a key employee
  • Manage the risk of price fluctuations for a commodity that your business produces
  • Gain greater cost certainty for a commodity your business uses to produce value-added goods

Take the next step…contact me.



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