Our Branches

Kingston

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).

 


Zachary Rosen

Financial Advisor

zachary.rosen@ipcc.org

Zachary is a Financial Advisor, specializing in providing client service and support to our clients. He quickly learned that he could add value to each relationship by using his training as an educator to help clients make informed decisions.
He began his career in the financial industry in 2010 and joined our team in 2016, and is already building a reputation as a resourceful and tireless advocate for his clients and their financial goals. He has a Bachelor of Science and a Master’s of Science degree from Western University, and a Bachelor of Education from Queen’s University. Born and raised in Kingston, Zachary and his wife Emily are busy parents of two young children.
Insurance products available through Zachary Rosen.
Read More

Jim Vowles, CLU, ChFC, CFP®

Financial Advisor

jim.vowles@ipcc.org

In a career spanning over four decades, Jim has built a reputation as a financial problem solver of retirement and estate challenges. His focus is on helping clients build suitable investment portfolios, accumulate wealth, and provide sustainable retirement income.
Jim has significant experience in assisting clients with the financial implications of life events such as death, divorce and aging. Jim’s unique personal and professional approach is valued by his extensive clientele. A graduate of Queen’s University, Jim is actively involved in community work supporting the Rotary Club of Kingston.
Insurance products available through James F. Vowles.
Read More

Rick Maraczi

Financial Advisor

rick.maraczi@ipcc.org

Rick began his career in the financial services industry in 1990 and he attributes his long-term success to a simple philosophy of money management: preserving capital and protecting clients.
He offers his clients investment advice to achieve their retirement goals, customizing managed portfolios to suit their individual risk tolerance and time horizon. He also offers income protection products such as disability insurance, critical illness insurance and long-term care insurance. Rick was born and raised in Kingston and is an avid golfer and a fan of several professional sports teams.
Insurance products available under the personal life insurance license of Rick Maraczi
Read More

Kita Taylor-Hawkins

Licensed Assistant

kita.taylor-hawkins@ipcc.org

Kita has more than 25 years experience in the financial services industry. Kita provides premium level administrative support to our Advisors.
Kita especially enjoys the opportunity to meet and interact with clients on the telephone and in person. When Kita is not working she enjoys spending time with family, friends and travelling.
Read More

Virginia Bridge

Licensed Assistant

virginia.bridge@ipcc.org

Virginia is a licensed assistant in our Kingston office helping clients achieve financial peace of mind. With more than 25 years’ experience in the financial services industry,
Virginia is a frontline source of knowledge for client account requests, supporting our financial advisors and clients with efficient and accurate follow-up. She has a genuine interest in serving and meeting client needs and is focused on providing excellent customer service and advisor support.
Read More

 

 

 

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.

 


 

 

Dan Nolan, CFP®, CIM®, FCSI

Investment Advisor

dnolan@ipcsecurities.com

Dan is responsible for determining your goals & objectives, setting your investment policy and implementing your investment strategies. Dan has been a professional financial advisor since 1992. He holds the certified financial planners designation, the certified investment managers designation and is a fellow of the canadian securities institute.
During his free time, Dan enjoys golf, playing hockey and spending time with his wife and three children. Dan is also kept busy by attending numerous charity events throughout the year and volunteering as a head coach for his son’s minor hockey team.
Insurance products available through Daniel Nolan.
Read More
 

Lorraine Nolan

Operations Manager, Client Services

lorraine.nolan@ipcsecurities.com

Lorraine has over 25 years of experience in the financial services industry. As our Operations Manager, Lorraine oversees the overall processes of our 3 locations. This includes back office operations, client facing activities, marketing and website experience. Lorraine's strong organizational skills with attention to detail and follow through capabilities is a definite asset to our company.
 

Anna Macias, CFP®, CIM®, CDFA™

Investment Advisor

anna.macias@ipcsecurities.com

As the advisor assigned to work with the Craig & Taylor Associates Custom Strategies Team of IPC Securities Corporation, Anna uses her extensive experience to create and implement custom portfolio strategies that help our clients meet their specific financial goals. These strategies are implemented using our team's guiding portfolio management philosophy to “Customize portfolio solutions to meet each individual client’s specific financial planning goals with the least amount of volatility and risk required”.
Anna has spent many years in the financial services industry and provides an in-depth knowledge of investment management. Anna holds multiple designations including that of a Certified Financial Planner™ or CFP®. Anna also holds the designation of Chartered Investment Manager (CIM®), which provides our clients with insight into portfolio analytics and investment strategies. In addition, Anna has achieved the Certified Divorce Financial Analyst® (CDFA™) designation, which enables our team to provide investment advice for those going through the difficult time of separation and divorce.
Insurance products available through Anna Macias.
Read More
 

Lisa St. Martin

Client Service Representative

lstmartin@craigandtaylor.com

Lisa began her career in the financial services industry at Scotiabank in Gatineau in 2007. Looking to join the independent channel and broaden her experience she found the Craig & Taylor Associates Custom Strategies Team of IPC Securities Corporation.
As a Client Service Representative, Lisa’s responsibilities cover all aspects of client communications, file preparation and administering our Total Client Experience processes and procedures.

Lisa has extensive knowledge of the technology and software programs utilized in our practice as well as exceptional organizational skills which keep the Advisors of the team focused on helping our clients. She is a fully bilingual member of our team and is a key asset to delivering the high level of service our clients have come to expect from us.
Read More
 

Valerie Simon

Client Relations Coordinator

vsimon@craigandtaylor.com

Val is a vital link in our relationships with our clients. As our receptionist, her welcoming smile sets a tone of warmth that permeates the whole office. She is also very involved with all the day-to-day workings of the office and such, she is an essential and valuable member of our team.
Originally from Kirkland Lake, Val moved to Ottawa in 1980 and worked in the fitness industry both as an aerobic teacher and in sales. In 2000, Val joined our team and her natural gentleness and genuine interest in people are wonderful assets to our family of professionals.
 

Elizabeth Piché

Senior Client Service Representative

epiche@craigandtaylor.com

Liz was born in the Maritimes and has lived her most of her life in Ottawa. Her warmth and sincerity is evident in everything she does. Her positive nature and enthusiastic disposition truly compliment our family of professionals and our client services.
Liz started her career working for an established Ottawa financial company and when the partners retired, she brought her expertise to Craig & Taylor Associates, where she has been an integral part of our team for over nine years.
Liz’s responsibilities cover all aspects of client communications and she offers exceptional service to our clients. As well, she interfaces with Investment Companies and Financial Planners.
Read More

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
 

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.