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


 

 

Jason BonneteauCHS, CFP®

Financial Advisor

Jason started his career in financial services industry in 2003. He spent the first eight years as an advisor and manager with a top Canadian financial services company. Jason holds a Business Adminis...
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Siqi Sun

Associate Advisor

Siqi is a licensed mutual fund advisor. She started her financial services career in early 2018 as an assistant, where she excelled in building relationships and offered an exceptional service standar...
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Steve Robinson

Associate Advisor

Steve has been interested in financial planning ever since the day he picked up a book called, “The Richest Man in Babylon” back in 2015. Ever since then, he has taken many courses, read numerous book...
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Eddy SunB.Sc. (Hons)

Associate Financial Advisor

Eddy Sun is an Associate Financial Advisor at W.P.G. The Wealth Planning Group who assists their financial advisors to provide professional, accurate and efficient services and administration for inve...
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Our Consultants

Michael Silver

Financial Advisor
B.Comm. (Hons), CFP®, CHS

Corrado Tiralongo

Chief Investment Officer, Counsel Portfolio Services

Rana Chauhan

Chief Investment Strategist, Counsel Portfolio Services

Rahim Dhalla, CIM

Director, Portfolio Management, IPC Portfolio Services
 

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.