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).

 

 

Scott Penney, PFP®, QAFP™

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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Isabel Carvalho

Client Experience Specialist

isabel.carvalho@ipcc.ca

Isabel joined the IPC Team in the summer of 2019 and comes to us with extensive experience in the Financial Services industry. She brings a wealth of knowledge, work ethic, and professionalism keeping our client’s best interests in mind. As a Client Experience Specialist, her goal is to provide the highest level of satisfaction and making sure the client’s needs are met by working closely with our advisors and clients. Isabel’s a people person and strives to make a positive impact on the lives of all our clients.
 

Zachary Rosen

Financial Advisor

zachary.rosen@ipcc.ca

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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.
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Amy Gamblin

Client Experience Specialist

amy.gamblin@ipcc.ca

As a Client Experience Specialist, Amy enjoys assisting our Advisors and clients by providing prompt and personal attention to detail with each interaction.
She brings her ambitious nature and love of learning with her as she grows her career in the financial industry.When Amy is not in the office, she enjoys spending time in the great outdoors with her husband gardening and camping.
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Our Consultants

Corrado Tiralongo

Chief Investment Officer, Counsel Portfolio Services

Rahim Dhalla, CIM

Director, Portfolio Management, IPC 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.