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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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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.
 

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
CIM

1 Fournissant des services de placement au titre de l’Organisme canadien de réglementation du commerce des valeurs mobilières (OCRCVM), IPC Securities Corporation offre une large gamme d’options de placement, y compris des valeurs mobilières et des fonds communs de placement. IPC Securities Corporation est membre du Fonds canadien de protection des épargnants.


2 Fournissant des services de placement au titre de l’Association canadienne des courtiers de fonds mutuels (ACCFM), IPC Investment Corporation offre une large gamme d’options de fonds communs de placement.

 

Soutien des communautés au sein desquelles nous travaillons.

 

À IPC, nous avons établi IPC Cares pour regrouper tous les efforts que nous faisons pour renforcer les communautés au sein desquelles nous exerçons nos activités. En adoptant des causes qui sont proches de notre cœur, nous restons engagés et responsables.

Ne serait-ce que l’année dernière, en tant que société, nous avons appuyé les efforts d’aide lors des incendies de Fort McMurray, les soins palliatifs par le biais de la The Healing Cycle Foundation et les femmes et les enfants par le biais de l’Armée du Salut.

L’effort sans doute le plus significatif que nous entreprenons, et qui nous paraît représentatif de la nature du travail qui nous inspire et nous permet de rester fidèles à notre responsabilité sociale d’entreprise est un projet de développement communautaire au Honduras avec The Carpenteros & Friends. L’an dernier, ce projet a impliqué un groupe d’employés et de conseillers d’IPC, qui ont donné volontairement leur temps et leur énergie sur le terrain. Il n’y a rien de plus motivant et de plus gratifiant que de vivre la vie des personnes que vous aidez et chacune des personnes qui ont participé au voyage est revenue changée et encore plus décidée à rester engagée à contribuer à un monde meilleur!

Nous avons également effectué d’innombrables contributions, en termes de temps et de ressources, petites, mais importantes, au sein de nos communautés, par l’intermédiaire de nombreux organismes de bienfaisance locaux, et l’effet domino de leurs efforts est toujours gratifiant.