Our Team

 

Bringing over 15 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.


 

 

Sharon WangP. Eng.

Wealth Advisor

Sharon Wang has worked in the financial sector focusing and providing client centric services and solutions since 2009. Sharon is a licensed securities advisor, mortgage and life insurance agent. Prio...
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Dale Clinker

Administrative Assistant

Since earning his Bachelor of Commerce degree from Queen’s University in 2014, Dale has successfully completed the Canadian Securities Course. He has also completed an FSCO certified Mortgage Agent Co...
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Our Consultants

Brett H. Tanner

Certified Financial Planner®

Michael Kelly, CIM®, FCSI®

Regional Vice President & Portfolio Manager, IPC Private Wealth

Rana Chauhan

Chief Investment Strategist, Counsel Portfolio Services

Rahim Dhalla, CIM

Director, Portfolio Management, Counsel 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 Corporate Social Responsibility(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 effects of their efforts are always rewarding.