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).

 

 

Brett Worby, CFP®

Financial Planner

brett.worby@ipcc.ca

Brett Worby has been providing Financial Planning Services in Halton Hills since 1991. He is an active member of the Halton Hills community, has served on the Board of Directors for the Kiwanis Club of Georgetown since 1996, is a past president of the club and currently holds the office of treasurer.
Brett believes every client has their own unique financial objectives. Our clients have told us they value working with a professional who will take the time to understand their financial goals and create a road map to get them there.

Insurance products available through Brett Worby.
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David Martel, CFP®, RIS®

Financial Planner

david.martel@ipcc.ca

Building strong relationships through trust and understanding is a key focus for David in both his personal and professional life. Professionally, David has a holistic approach to financial planning. With a strong belief that the choices you make today have a profound effect on your life and family tomorrow, David takes into account every aspect of your life which is financially beneficial for you.
Since joining the team in May 2009, he has made his mark with his specialized skills in individual insurance, group insurance, and financial planning. This comprehensive offering allows him to be of great value to both families and business owners. Above all, David is most passionate about connecting with his clients. This connection allows him to gain a true understanding of his client’s dreams and goals.
Helping his clients achieve these goals is most fulfilling to him. In his personal life, David is involved in many charitable positions and is currently serving as the co-chair in the Do For Love events and has been involved for nearly 2 decades. He believes strongly in living a life of service, committed to family, friends, and community. This helps to refine his perspective and strengthen his skills as an advisor.
He is most interested in working with like-minded clients who share similar values of integrity, wholeness, and abundance. Due to David’s high-level approach, he works with clients who are interested in the full value of financial planning. In return, David is pleased to offer the total client experience that Investment Planning Counsel is committed to delivering.

Insurance products available through David Martel.
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Justin Worby, C.C.S.

Financial Advisor

justin.worby@ipcc.ca

Justin Worby is currently a Financial Advisor in Halton Hills where he helps clients achieve their financial goals through the use of holistic financial planning strategies. Prior to joining IPC, Justin attended the University of Central Oklahoma where he graduated with a Bachleor of Arts degree with emphasis on Finance. After being selected by the San Diego Padres of the MLB Amatuer Player Draft, Justin decided to pursue a career in the financial services industry.
Justin joined our Halton Hills branch of IPC in May of 2008. The ability to make sound financial choices, communicating complex ideas simply, and keeping a watchful eye has placed Justin as an overseer of his client’s financial livelihood. His experience in personal wealth management is developed through the expertise he demonstrates in the areas of tax planning, retirement planning, and estate planning.
Justin’s success as a Financial Advisor can be directly attributed to his detailed approach and commitment to quality advice and superior service for each client. Justin is married to Colleen and has a daughter named Mckenna. Justin enjoys spending time with friends and family while participating in golf, fishing, and unfortunately, being a Leaf fan.
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Daniella Moloney

Associate Financial Advisor

daniella.moloney@ipcc.ca

Daniella has been working with Brett’s clients and team since January 2014. Over that time she has obtained a wealth of industry knowledge while simultaneously providing an excellent experience for the client. Her commitment to providing prompt, accurate and clear information to our clients ensures that our clients have confidence in Financial Planning process
Daniella attended Lakehead University where she received her Bachelor of Arts majoring in Psychology, as well as her Honors Bachelor of Commerce specializing in Human Resources and Industrial Relations with a minor in Economics.
Daniella lives in Milton and is a mother of 3 children. She loves gardening and has a love-hate relationship with running. After growing up in Thunder Bay most of her life, she relocated to southern Ontario in 2001. She is drawn to the strong sense of community that can be felt throughout Halton Hills, and truly appreciates the qualities and experiences gained from living and working in a smaller community.
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Jodi von Kaitz

Client Experience Specialist

jodi.vonkaitz@ipcc.ca

Having served in the financial industry since 2013, Jodi provides exceptional Customer Service to our clients in her role as a Client Experience Specialist. With her positive and enthusiastic nature, she supports the team by meeting and greeting clients over the phone or in person to provide prompt and personalized attention with each interaction. Jodi has an extensive list of educational achievements, including diplomas in Hotel & Restaurant Operations, Insurance Underwriting & Administration, and most recently Business Management – all of which brings her a wealth of knowledge to enhance the Client Experience.
When Jodi is not in the office, you will find her designing floor plans, picking out textiles and staging houses through the construction business she runs with her spouse.
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Marta Freitas

Client Experience Specialist

As a Client Experience Specialist, Marta enjoys being a part of assisting clients achieve their financial goals. With over 18 years of experience in the financial industry she is sure to provide excellent customer service and the highest level of administrative support.
When Marta is not in the office she enjoys photography, spending time outdoors and cooking for her family and friends.
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Natasha Paul

Client Experience Specialist

Natasha has over 6 years of experience in banking and wealth management. As a Client Experience Specialist, she strives to provide exceptional customer service and prompt resolution to clients’ inquiries.
She enjoys meeting clients and ensuring the Total Client Experience aspects when clients visit the branch. She supports the team through the phones as well. And she likes to take ownership and ensure that all administrative aspects of the clients’ financial planning are executed smoothly and in the best manner possible.
Natasha has a Graduate Degree in the Bachelor of Arts in English Literature and a Post Graduate Diploma in Management, specializing in Finance & Marketing from the Loyola Institute of Business Administration in India.
She lives in Mississauga with her husband and two beautiful daughters. And she enjoys every opportunity spending time preparing them a good meal or watching movies together at home.
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Our Consultants

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 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.