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

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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

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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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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.
 

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.

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).

 


 

Paul Scully, CIM, FCSI

Financial Advisor

paul.scully@ipcc.org

Paul takes a personalized approach to helping his clients achieve their goals. Taking the time to get to know and understand his clients' objectives is of utmost importance.
Using comprehensive financial planning, Paul guides his clients through a myriad of financial matters including portfolio management, retirement, insurance, estate and tax planning.
Paul has 15 years experience as a financial advisor. He graduated from the University of Ottawa with a degree in Economics. His qualifications include Certified Financial Planner (CFP®), Certified Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI), Branch Managers' Course and Level 2 Life Insurance Agent.
Born and raised in Ottawa, Paul is married with two children. He enjoys a wide range of sports and has participated in various triathlons over the last decade.
Insurance products available through Paul Scully.
Financial planning, insurance and tax preparation services offered through Paul Scully.
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Jennifer Waterman, QAFP™

Financial Advisor

jennifer.waterman@ipcc.ca

Over the past 30 years Jennifer has held a variety of positions in the financial services industry. She began her career with a leading trust company before an opportunity led her to work at the head office of several well-respected mutual fund dealers in the Ottawa area.
Not only has she had the good fortune of working in an array of environments, she has also held a variety of roles in her career- from customer service representative, to licensed assistant, to branch manager, as well as compliance officer and auditor. Time and again, it is working with the clients that has brought so much satisfaction in her various roles. Her passion for building lasting relationships with all of her clients are a testament to her dedication and a guarantee that her clients are valued and respected.
In her role as Associate Advisor, Jennifer works with Ron to provide our clients with the highest level of client service that they have come to expect from our team. As a partner in your financial well-being, she takes the time to dig deep into the issues that matter most to you and your family.
Most recently, Ron and Jennifer have been awarded the IPC Best Client Experience Award and Team Wealth Builder Award for 2020.
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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, 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.