Our Branches

Mississauga

 

 

 

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.

 


 

 

Scott Clarke

Wealth Advisor

Scott.Clarke@ipcc.ca

Scott has been in the financial and business industry for over 15 years helping individuals, families, and businesses achieve their personal, financial, and corporate goals. Scott is dedicated to providing high-quality advice and integrated wealth management solutions that simplify
and enhance the quality of life for his clients. Scott and the team at IPC specialize in working closely with clients to develop customized solutions that meet each client’s goals by focusing on what’s most important to the client and their family. Scott works with clients on goal based planning, providing advice on financial planning, investment portfolios, insurance solutions, tax-efficiency, retirement, and estate planning. In addition to having a Degree in Business Management and a Diploma in Business Administration, Scott also spent three years in the financial planning program at Conestoga College. He also worked with TD Wealth Management for several years providing customized goal based planning services to his clients and their families.
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Kris Sibal

Wealth Advisor

kris.sibal@ipcc.ca

Kris Sibal is a Wealth Advisor at Investment Planning Counsel and is passionate about building a trusted relationship with his clients. Kris works directly with clients in Toronto and across Southern Ontario, to systematically guide them to make their dreams a reality.
Using IPC’s disciplined, six-step Personal Wealth Management Strategy ™ process, he uncovers details on their current financial health, and the goals they have for their future. He then creates a customized plan to help strategically guide his clients to achieving long term financial freedom.
Kris has obtained certifications including the Canadian Securities Course, Wealth Management Essentials, and the Conduct and Practices Handbook, so his clients have a trusted partner who has the financial acumen to answer their questions and clarify any concerns.
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Trevor Franklin

Wealth Advisor

trevor.franklin@ipcc.ca

Trevor Franklin is a Wealth Advisor at Investment Planning Counsel. Trevor works with families and businesses, primarily in Toronto, but has clients throughout Southern Ontario. His goal is to help them turn their dreams into reality.
By leveraging IPC’s six-step Personal Wealth Management Strategy ™ process, Trevor takes a disciplined and goals-based approach to financial management. He starts by asking questions about each person’s financial objectives and helps to simplify the wealth management process so his clients can make the right decisions for their family and their business. Trevor has earned various designations including Certified Financial Planner ®, Chartered Investment Manager, Fellow of the Canadian Securities Institute, Financial Management Advisor and, Chartered Life Underwriter.
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Jessica Bakelmun

Client Experience Specialist

jessica.bakelmun@ipcc.ca

As a client experience specialist , Jessica excels in administrative processing and caring for client questions and concerns. She takes great pride in providing excellent client service, ensuring our clients are given prompt and personal attention.

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).

 


 

Nancy Zurba

Financial Advisor

Nancy.Zurba@ipcc.ca

Nancy has been in the Financial Services Industry for over 20 years, joining Investment Planning Counsel in 2006. She has successfully completed the Canadian Investments Fund course,
Branch Manager Course, and is aiming to obtain her Life Insurance License Qualification Program Certificate.
Over the years, Nancy came to realize that her passion is helping clients navigate through the financial world, an area of our lives that can seem very overwhelming and confusing. Her goal is to help individuals and families achieve their financial goals and meet their life-long dreams. Nancy has been married to her husband for close to three decades, and together they have delighted in the accomplishments of their two daughters. Some of her outside interests include reading a good mystery novel, spending quality time with friends and family, and savouring a glass of fine red wine. She truly understands the pressures and stress that your financial picture can place on you. Let Nancy lift some of that weight off, clear the confusion, and reduce the stress in your life. Contact her today and together, we can help you LIVE YOUR DREAMS.
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Tanner Lee, B.Comm

Financial Advisor

Tanner.Lee@ipcc.ca

Tanner has been with Investment Planning Counsel since 2015. His educational background consists of a Bachelor of Commerce degree along with a Major in Economics from the University of Toronto.
He was able to turn his passion for finance into a reality by completing the Canadian Securities Course and becoming a Wealth Advisor. Tanner’s goal is to always put the client’s needs first – through a detail-oriented approach, he strives to help them achieve their financial dreams. He continues to work in pursuing additional financial designations to enhance his professional development in order to better serve his clients. During his free time, Tanner enjoys playing golf and spending summer weekends at the cottage.
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Scott Penney, PFP®

FPSC Level 1® Certificant in Financial Planning

Financial Advisor

scott.penney@ipcc.ca

Scott is in the business of providing quality investment, insurance and financial planning advice for Canadians. He prides himself on his ability to investigate unique solutions to financial challenges and implement plans that will enhance the personal wealth and financial well-being of all his clients.
Part of this investigation is called the Portfolio Management Review. During this process he will update your tolerance for risk and analyze the appropriateness of your investments as to how they relate to your goals and objectives. This tailor made approach provides clients with peace of mind that they are on course to reach their goals.
Insurance products available through Scott Penney.
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Steve Penney

Financial Advisor

steve.penney@ipcc.ca

Steve takes pride in providing full service financial planning, tailored to the needs and dreams of the individual client. Part of his balanced approach is managing risk in a portfolio to ensure that each client is on course to live their dreams with confidence and peace of mind.
Insurance products available through Steven Penney.
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Uzma Khan

Client Experience Specialist

Uzma.Khan@ipcc.ca

With several years of experience in the financial services industry, Uzma brings a wealth of knowledge and experience to her clients. As a Client Experience Specialist, Uzma focuses on ensuring our clients and Advisors receive the highest level of administrative support.
Uzma’s keen eye for detail, along with her certificate in Business Management ensures she optimizes processes such as scheduling appointments and keeping all clients on track.
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Jennifer Penney

Client Experience Specialist

jennifer.penney@ipcc.ca

At Investment Planning Counsel, Jennifer works closely with our financial consultants to ensure all the appointments, documents and other administrative tasks are processed smoothly. In her role as a client experience specialist, she loves working directly with each client, being genuinely Interested In what’s happening in their lives and finds it very fulfilling to know she has played a part in helping them achieve their financial dreams.

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

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.

 

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.