Our Branches

Ottawa

 

 

 

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

Wealth Advisor

dan.nolan@ipcc.ca

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.
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Anna Macias, CFP®, CIM®, CDFA™

Wealth Advisor

anna.macias@ipcc.ca

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.
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Lorraine Nolan

Regional Director

lorraine.nolan@ipcc.ca

Lorraine has over 25 years of experience in the financial services industry. As our Regional Director, 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.
 

Lisa St. Martin

Client Experience Specialist

lisa.st.martin@ipcc.ca

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.
 

Valerie Simon

Client Experience Specialist

valerie.simon@ipcc.ca

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.
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

Client Experience Specialist

elizabeth.piche@ipcc.ca

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.
Her responsibilities cover all aspects of client communications and she offers exceptional service to our clients.

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.