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).



Lori Steeves, QAFP

Financial Planner


With 22 years of experience, Lori works with families to help make prudent financial decisions. She helps her clients strive towards their goals based on their unique circumstances and dreams, having their best interests at heart.
Understanding an individual’s goals, objectives and risk tolerance helps to set investment policy and to implement an appropriate investment strategy. Lori is a graduate of Mount Saint Vincent University. Education has remained important throughout her career and her qualifications include the Professional Financial Planning Course, Qualified Associate Financial Planner QAFP* designation, Canadian Securities Course, and a Certificate in 3H Financial Planning.
Lori also offers insurance products to cover life and income protection needs.
Insurance products available through Lori Steeves
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Kelly Lipton

Financial Advisor


Kelly joined Investment Planning Counsel in 2002 and currently lives in Annapolis Valley, NS.  She quickly developed a passion for working with people to help them achieve their financial goals.
Kelly enjoys connecting with her clients on an individual basis, to help guide them through their unique life’s journey. Kelly graduated from Acadia University with a BA in Sociology but was pulled into the financial industry once she acquired credit & collections experience, while working in Toronto in her early twenties. She has obtained her Mutual Fund License, Insurance License, completed her Canadian Securities Course, earned her PFP designation and she is continuing to expand her wealth of knowledge.
  As a financial advisor, Kelly understands change is inevitable and she will be there as a partner with her clients to help in their financial journeys.  Whether it is an unexpected transition or an amazing new adventure, she will be by their side to help with the many financial decisions that get made along the way.
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Gary Fortune, CFP®

Financial Planner


Gary has been assisting clients with their financial needs since 1986. His proudest accomplishments are his long-term relationships with his clients. He has built his financial planning practice on such principles as trust, sincerity, integrity, honesty and providing superior client service.
Gary graduated from Acadia University in 1981 and worked with a major Chartered Bank for five years. He received his CERTIFIED FINANCIAL PLANNER and Registered Financial Planner designations in 1991. He dedicates himself to all clients and is concerned about their individual financial well being. His goal is for each client to experience peace of mind and know that they have a sound financial plan.
Gary enjoys family life, residing in Dartmouth with his wife Joan. He has three grown sons; Ryan, Matthew, and Stewart.
Insurance products available through Gary Fortune.
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Stewart Fortune, CFP®

Financial Advisor


Stewart joined Investment Planning Counsel upon graduating from Acadia University. His mission is to help others define clarity in their financial goals, and then build a personalized plan to assist in achieving them.
He believes that financial planning is more than numbers and that a true financial plan not only provides a return on investment but a return on life. This entails having a full understanding of the client’s values, opportunities, concerns, and more.
Stewart holds a Bachelor of Business Administration (Co-op) degree with a focus on finance. He holds the CERTIFIED FINANCIAL PLANNER ®, Professional Financial Advisor and Responsible Investment Specialist designations. Stewart is also a proud member of Advocis - The Financial Advisors Association of Canada. Advocis is the largest voluntary professional membership association of financial advisors in Canada.
During his off time, Stewart enjoys long-distance running, golfing, hiking, playing hockey, and spending time with friends and family.
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Karen Clements

Client Experience Specialist


As a Client Experience Specialist, Karen brings with her a wealth of industry experience, spanning more than 30 years, working with the big 5 banks and in wealth management.
Karen’s main goal is providing superior client service and ensuring an excellent client experience. Karen believes in the value of comprehensive financial planning and advice and provides administrative support to the Advisors.During her time off, Karen enjoys spending time with family and friends.
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Heather Cruickshank

Client Experience Specialist

As a Client Experience Specialist, Heather is dedicated, reliable, supportive and is passionate about helping clients reach their financial dreams.
She works directly with our Advisors to process trades, book appointments, resolve account enquires and help our office run smoothly. Heather has over 25 years of administrative and customer service experience and uses her extensive knowledge to provide clients with an unforgettable experience.
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Alison Rodrigues

Client Experience Specialist


Alison graduated with a BBA degree majoring in Finance from Memorial University of Newfoundland. During his university days he was an international student and loved meeting people from various backgrounds and cultures.
With his experience in the financial industry he has made customer satisfaction his mission. He strongly believes that financial planning is the building step stone towards a brighter future and an investment today could reap greater rewards. Alison comes from the Newfoundland area. During his time-off you'll find him running, reading, playing sports or spending time with family and friends.
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