Our Branches

Edmonton

 

 

 

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.

 


 

 

Alex Ayala, FMA®

Wealth Advisor

Alex.Ayala@ipcc.ca

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With over 26 years in the financial services industry, Alex applies his extensive knowledge and experience to guide Canadian families and businesses to reach their financial goals.
He continues to advance his education, holding the Financial Management Advisor, FMA® designation, in order to provide the highest level of advice with those he is privileged to serve. He enjoys developing a strong relationship with his clients helping them to fully understand all their options, as they confidently work toward their financial goals and dreams.
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Lindsey Nesvold, BBM

Wealth Advisor

lindsey.nesvold@ipcc.ca

Lindsey became a member of the team in 2018, adding over nine years of financial services and client experience expertise from her previous roles. Lindsey is an integral member of our team with the preparation of client reviews, financial planning and implementation of our Wealth Management Experience.
She is passionate about ensuring clients are cared for and their needs are well served. Her cheerful ways and warm smile make her a great addition to our team. Lindsey holds a Bachelor's degree in Business Management. She has continued to increase her knowledge and education having completed the Canadian Securities Course, CPH Course and the LLQP insurance licensing courses. Whether in person or on the phone, helping people comes as second nature for Lindsey as she provides ongoing service to clients. When away from the office, Lindsey enjoys spending time camping, with friends, her husband, two dogs and two boys.
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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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Caitlin (Katie) Wright

Client Care Specialist

katie.wright@ipcc.ca

We welcomed Katie to the team in Oct 2019. She has a diverse financial background in her previous roles and compliments our team expertise. Katie attained her LLQP Insurance licensing as well as her Mutual funds course and is now enrolled to complete her Certified Financial Planning Designation and is eager to establish a career in financial services.
She’s the warm voice on the telephone and a welcoming smile in our Cold Lake office. She is our go-to resource for quick and efficient resolution to account inquiries. Katie’s attention to detail and caring manner makes her a perfect fit for our team. Katie oversees the risk management and insurance administration for the team. She also handles our secure site logins, administrative support and client care. She has a genuine interest in serving and meeting client needs, has a true love for helping others and is focused on providing excellent customer service and support. She has two German shepherds and is often found camping or boating with her boyfriend in the local area. Katie and Lindsey are close friends and share and common interest of the Harry Potter world.
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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).

 


 

Kyla Martens

Financial Advisor

kyla.marten@ipcc.org

As a Financial Advisor, Kyla brings confidence, excitement, and transparency to every client interaction. She understands the need for clear and concise communication in the client-advisor journey. Together with her clients, they uncover their goals, dreams, and develop plans to confidently execute them.
Kyla's expertise leverages over two decades of lead positions in corporate accounting and is a proven resource to individuals, business owners, and corporations. Her goal is for each client to feel supported and their unique needs and goals to be clearly understood, and for them to enjoy running their businesses, their careers, and their lives while having solid financial roadmaps in place.
Kyla enjoys spending time with her husband, four children and spoiled dog Meggie hiking, biking, skiing, and anything outdoors.
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Brooke Ross

Client Experience Specialist

brooke.ross@ipcc.ca

Brooke's passion for finance combined with her ability to provide a remarkable client experience led her to join IPC Investment Corporation.   She brings over a decade of exemplary customer service to every client interaction, providing quick and efficient solutions.  She is always ready to help and support her team in providing a beneficial and positive client experience.
Brooke enjoys family time with her husband and five children, when not in the garden they are taking on new DIY projects, and spending evenings playing every board game imaginable.
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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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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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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.