Our Branches

Calgary

 

 

 

IPC Securities Corporation1 

Investment Industry Regulatory Organization of Canada (IIROC)

As an independent, full-service investment dealer, IPC Securities Corporation provides a complete range of investment services through our network of experienced Advisors. Well researched and unbiased advice, along with wealth management options tailored to the financial circumstances of each client create a strong base for a long-lasting and successful relationship.

IPC Securities Corporation is a member of the Investment Industry Regulatory Organization of Canada as well as a member of the Canadian Investor Protection Fund.

 


 

 

Melanie D. Twietmeyer, R.F.P., CFDS

Wealth Advisor

melanie.twietmeyer@ipcc.ca

Over the past 25 years, Melanie has worked steadily with her team to provide clients with a multi-disciplinary approach committed to financial education and achievement. This holistic process stems from Melanie's commitment as a Registered Financial Planner, R.F. P., providing comprehensive, customized and focused solutions that are unique to each client, thereby helping them to achieve the best life possible with the means available to them. As Wealth Advisor, Melanie then applies portfolio strategies that will compliment client strategies with rewarding outcomes in direct line with their goals.
Melanie has been active in writing various articles and letters that have been published by outlets such as Advisor’s Edge, Investment Executive, and the Calgary Herald. She has been a presenter at conferences such as the Institute of Advanced Financial Planners, Investment Planning Counsel, Mount Royal College (University) and the University of Calgary. She has been interviewed by 660 News, the Winnipeg Free Press, Global National and has been a guest on Calgary Global TV. In 2020, Financial Success for Women by Women was released, a book co-authored by Melanie and 26 female colleagues from across Canada. Melanie's designation as a Chartered Financial Divorce Specialist, CFDS sees her frequently called upon to work with clients and law professionals to assist in securing financial solutions that optimize equitable cash flow and asset outcomes for separating partners.
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Kevin Meckelborg, CIM®, FCSI®

Wealth Advisor

kevin.meckelborg@ipcc.ca

As a Wealth Advisor, Kevin’s focus is Total Wealthcare™, a process committed to education and financial success. His approach is to explore, educate, and customize these services to each individual’s financial goals, whether it pertains to personal, family, business, or charitable pursuits. This concierge-approach makes wealth management or retirement and estate planning uniquely relevant to each client.
Kevin began his career in the Financial Industry in 1991 as a commodities and securities broker and brings with him a wealth of knowledge and expertise. From 1996 through 2013, Kevin was responsible in varying roles for building and managing sales teams across Canada, having the opportunity to also work closely with the Capital Markets of various investment houses to build structured products. This gave Kevin a deeper understanding of how investment options best fit with the retail investor, a major benefit to clients today. Since 2013, Kevin has enjoyed bringing design, structure and pricing together for delivery within client portfolios, all according to their unique investment goals and risk tolerance.
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Tom Neufeld, B.A., CFP®, CIM®, FCSI®

Wealth Advisor

tom.neufeld@ipcc.ca

As a Wealth Advisor, Tom enjoys working with clients to help them achieve their financial goals. With a well-rounded background and over 27 years of experience in the financial industry, he has worked very hard to bring both a strong commitment to client service and a strong technical background in the investment and financial planning field. His educational qualifications include a B.A. in Political Science, Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), and is a Fellow of the Canadian Securities Institute (FCSI®).
Born in Calgary, Tom has served as a past director of an Alberta children’s charity as well as volunteering for other worthwhile charitable causes. He is also very dedicated to improving his golf game, he enjoys fly fishing and cheering on the Calgary Flames.
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Greg Farries, B.Sc. (Finance)

Wealth Advisor

greg.farries@ipcc.ca

Greg has over 25 years of experience in the financial services industry. He earned his Bachelor of Science degree in corporate finance from Arizona State University in 1985. Greg first worked as an account officer in the oil & gas group and then as a currency and money market trader for a major Canadian bank. In 1992 he became a financial advisor with Associated Financial Planners Ltd, and then in 1996 he joined Partners in Planning Financial Services Ltd. where he was an advisor, branch manager, director and shareholder. In 2013 he upgraded his licensing and joined IPC Securities Corporation as an investment advisor.
Greg is committed to establishing mutually beneficial long term relationships with his clients. Greg only accepts new clients by way of referral.
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Braden Erickson, CFP®, CIM®

Wealth Advisor

braden.erickson@ipcc.ca

Braden grew up in a small town in Alberta, about an hour south of Calgary. He attended the Dhillon School of Business where he completed a Bachelor of Management degree with a major in finance. After graduating, Braden moved to Calgary to start his career at a boutique investment firm before moving to a larger firm where he developed his skills as a holistic financial planner assisting high net worth clients with their complex planning needs. While there he obtained his designation as a Certified Financial Planner (CFP®) professional and he has also received his Chartered Investment Manager (CIM®) designation.
Braden lives with his wife & two daughters in Calgary. In his spare time he enjoys golfing, fishing, doing projects around the house, and spending time with friends and family. He also enjoys volunteering with Habitat for Humanity on their construction teams.
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Sheldon Denesiuk, CFP®

Wealth Advisor

sheldon.denesiuk@ipcc.ca

Sheldon has worked in the financial services industry for his entire working life starting with employment at a major Canadian Chartered Bank in 1978. Over the course of his career he has been a strong advocate of providing financial education to the public and has been active in that regard. The experience gained from over 25 years of providing individuals, families and corporations with investment and planning advice and his good natured delivery had made him a sought after educator.
His public speaking experiences include presentations to groups with financial and motivational themes as well as a half hour radio program that ran on a local Calgary station. His presentations were sprinkled with personal anecdotes and experiences garnered from years of dealing with individuals and their personal finances, as well as insights into the inner workings of the financial industry. His gentle humor, lively delivery and exceptional program content made his presentations sought after by some of Canada’s largest institutions. Sheldon spent 5 years as the president of a Canadian MFDA firm and currently holds the Certified Financial Planner designation.
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Perri Bromberg

Client Experience Specialist

perri.bromberg@ipcc.ca

Perri has over 25 years experience in the financial services industry and goes above and beyond in her role as a Client Experience Specialist. She enjoys interacting with clients on the phone and in person and provides the highest level of administration support.
When she is not in the office, she is spending time with her family, travelling, loving the outdoors or cheering on the Calgary Flames.
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Jennifer Leung

Client Experience Specialist

jennifer.leung@ipcc.ca

Jennifer has been an integral part of the IPC team since November 2011. She is committed to delivering an enviable standard of excellence in customer service to all clients. In her role, she finds it rewarding to overcome challenges and provide solutions to client needs, no matter how complex or how new the concept.
Taking pride in her work, Jennifer focuses on the accuracy of data and trade processing as well as in deciphering proper procedure. Often, she will be the first person to greet you over the phone or in person at our office. Jennifer enjoys meeting everyone and in building warm client relationships. She is computer savvy and has taken on the role of Client Experience Specialist. Jennifer believes that having a great framework of team supports makes her role all that more fulfilling.
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Holly Smith

Client Experience Specialist

holly.smith@ipcc.ca

Holly Smith has over 25 years of experience working in the Financial Services industry. She has a Bachelor of Arts degree from the University of Calgary and has successfully completed her Life, Accident and Sickness course.
Holly works closely with our advisors and clients and takes pride in ensuring prompt and personal attention with each client interaction.
In her free time, Holly enjoys spending time participating in outdoor activities including hiking, running and kayaking.
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IPC Investment Corporation2 

As an independent dealer, IPC Investment Corporation provides a range of investment services through our network of experienced Advisors. Recognizing that each client’s dreams, goals and desires are unique, IPC Investment Corporation has developed a comprehensive planning process to properly evaluate your current financial situation and work toward your objectives. IPC Investment Corporation is a member of the Mutual Fund Dealers Association of Canada (MFDA).

 


 

Cory Petersen, CFP®

Financial Advisor

cory.petersen@ipcc.ca

Subscribe to Cory's Newsletter

As a Financial Advisor Cory brings his passion and diverse experience of 19 years in the financial industry into play as he helps his clients reach their financial goals and dreams.
This valuable experience along with his degree in Business Administration and Economics ensures his clients are provided the highest level of advice. Cory continues to advance his education, currently working toward his Certified Financial Planner Designation, CFP®. He enjoys getting to know his clients and building a plan together that gives them confidence and peace of mind.
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Catherine McLeod

Client Experience Specialist

catherine.mcleod@ipcc.ca

As a Client Experience Specialist, Catherine brings a wealth of experience in customer service and administration to effectively support our clients as they work toward their financial goals.
Her organizational skills and care are evident in excellent client service, ensuring prompt and personal attention.
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Nancy Pike, EPC®, CPCA®

Financial Advisor

nancy.pike@ipcc.ca

Nancy Pike is a professional dedicated to helping her clients live their financial dreams, offering the highest level of service, and financial peace of mind.
Nancy’s team will work as your “Financial Quarterback” to help you make informed decisions through each life stage such as saving for your first home or your child’s education, establishing comfortable retirement goals or an estate plan.
Nancy has a personal interest in elder concerns and aging, prompting her to successfully complete the Canadian Initiative for Elder Planning Studies (EPC) and Certified Professional Consultant on Aging (CPCA).
In her spare time, Nancy loves gardening and cooking.
Insurance products available through Nancy Pike.
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Tara Green

Client Experience Specialist

tara.green@ipcc.ca

As a Client Experience Specialist, Tara brings the highest level of knowledge and prompt attention to detail while ensuring the client experience is a positive one as they work toward their financial goals.
Tara has been in the Financial Industry since 1998.
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Tracey Partridge

Client Experience Specialist

tracey.partridge@ipcc.ca

Tracey moved to the lovely community of Sherwood Park, AB in December 2006 with her husband Kevin and their three children. She joined Investment Planning Counsel in 2007 as a Client Service Specialist and began a new, but familiar journey in financial services.
Prior to relocating, Tracey worked for the Credit Union system in Prince George for over 14 years. She held a variety of roles, all of which revolved around providing excellent client service. She strives to provide the highest level of satisfaction by working closely with our advisors and clients to effectively support them as they work toward their financial goals.
When not in the office, Tracey's hobbies include camping, curling and ringette.
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Angela Stewart

Corporate Receptionist

angela.stewart@ipcc.ca

With 7 years of experience in the financial industry, Angela provides reliable support to her team and genuine personalized care to IPC clients. With her enthusiastic personality and her goal-oriented commitment Angela is always happy to meet clients over the phone or in person to provide administrative excellence.
Angela is a busy mother of 3. You will find her at an arena, a sports complex, or venturing out on trails throughout Grey-Bruce. She loves to read, especially on the beach, and spending time with her family at the cottage.
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1 Offering investment services under the Investment Industry Regulatory Organization of Canada (IIROC), IPC Securities Corporation offers a wide range of investment options including securities and mutual funds. IPC Securities Corporation is a member of the Canadian Investor Protection Fund.


2 Offering investment services under the Mutual Fund Dealers Association of Canada (MFDA), IPC Investment Corporation offers a wide range of mutual funds options.

Our Consultants

Corrado Tiralongo

Chief Investment Officer, Counsel Portfolio Services

Rana Chauhan

Chief Investment Strategist, Counsel Portfolio Services

Rahim Dhalla, CIM

Director, Portfolio Management, Counsel Portfolio Services
CIM
 

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.