Our Branches

Pointe-Claire

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).

 


 

Herbert Braley Sr.

Financial Advisor

hbraley@braleyfinancial.ca

Herbert Braley Sr. has built a career on delivering exceptional professional knowledge and adhering to the highest standards of ethical conduct. With over 45 years of experience in investments, Herb is considered by many to be one of Canada’s leading financial experts.
He is a man of the utmost professionalism, who has built a loyal clientele, many of whom have become true friends. Herb began his career with London Life in 1965, quickly becoming a regional sales manager. In 1967 he qualified for the Million Dollar Round table (MDRT) and received the Top of Table (TOT) distinction in 1999. In 1978 Herb joined North American Life as a broker and was appointed executive manager of the Montreal Champlain Branch in 1990. With each endeavor, Herb faced new and exciting challenges while gaining invaluable insight into the financial industry. Wanting to expand into wealth management, in 2001 Herb founded what was to become the Braley Winton Financial Group team. Together, with a dedicated group of professionals, Herb has built a team of over 30 financial advisors and employees, each of whom share his commitment and vision. Herb’s commitment to his profession and to his clients remains his strongest focus.
Insurance products available through Herbert Braley.
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Corinne Laflamme

Financial Advisor

corinne.laflamme@ipcc.ca

With 7 years of experience in the Wealth Management field, Corinne Laflamme joined the Braley Winton Financial Group during a co-op internship with Concordia University.
Upon graduating with distinction from Concordia’s John Molson School of Business, Corinne was presented with the opportunity to work as an associate advisor alongside Herbert Braley Sr. Together as a team, Corinne and Herb focus on delivering superior customer service, customized financial planning and expert financial advice. In 2010 Corinne completed the Investment Funds Institute of Canada course and is currently working on her life insurance license to better assist her clients in all their various financial needs.
Insurance products available through Corinne Laflamme.
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Richard Taylor

Financial Advisor

richard.taylor@ipcc.ca

Richard has over 20 years of financial industry experience. He specializes in developing comprehensive financial plans designed to meet the needs of individuals, as well as business owners. After graduating from the University of Toronto in 1986, Richard joined the mentor program at Wood Gundy where he developed knowledge of the capital markets and the value of long-term investing.
In 1997, he moved to Montreal and built up a successful private client business at Scotia McLeod. Richard joined the Braley Winton Financial Group team in 2004. He continues to provide sound financial advice and peace of mind to his clients. He is currently in the process of attaining his Certified Financial Planner designation and has completed all the required courses offered by the Canadian Institute of Financial Planners.
Insurance products available through Richard Taylor.
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Michael Martin

Financial Advisor

michael.martin@ipcc.ca

Michael believes that everyone has the ability to live a financially sound life, given some help. It was this desire to help people, as well as the fulfillment of one of his lifelong goals that led to him to join the Braley Winton Financial Group in 2008.
After receiving his Bachelor of Commerce in Finance from Concordia University in 1993 Michael realized that he needed to complement his formal education. Over the next 15 years he held varying positions in firms such as: The Montreal Stock Exchange, Levesque Beaubien Geffrion (now National Bank Financial), Midland Walwyn (now CIBC World Markets) & AGF Funds Inc. (now AGF Investments). During this period, Michael excelled in all challenges gaining professional knowledge and experience. It is the culmination of these challenges and experience that led to his promotion as Regional Vice-President Sales, Quebec with AGF. Throughout Michael’s career, he was privileged to be able to work with hundreds of Financial Advisors in the province of Quebec. Each relationship provided him with indispensable insight on the financial industry. It is the combination of these unique and valuable perspectives which have helped him to build his common sense philosophy and ability to provide straightforward advice to individual’s seeking to build and preserve their family’s wealth.
Insurance products available through Michael Martin.
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Anthony Della Rocca

Financial Advisor

anthony.dellarocca@ipcc.ca

With 10 years of experience in the Financial Services Industry, Tony is a committed and loyal advisor who strongly believes in providing exceptional service to his clients. Specializing in both Individual and Corporate financial planning, Tony is dedicated to providing customized portfolios, specific to each individual’s circumstance and needs. Upon graduating in Finance from Concordia's John Molson School of Business in 2001, Tony acquired his Mutual Fund license and began his career as an advisor in 2002.
From that moment, Tony has built a loyal client base and strives to help his clients meet their financial goals. Whether his clients are just starting out, already well-established or simply looking for a second opinion, Tony can bring value to each scenario.
Insurance products available through Anthony Della Rocca.
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Mary Manson

Financial Advisor

mary.manson@ipcc.ca

With 35 years of experience in the financial industry, Mary specializes in wealth management. She assists her clients in accumulation and management of assets, while minimizing risk. Mary believes in taking a conservative approach, adopting the “slow and steady wins the race" methodology.
Mary began her career in finance at one of the Top 5 Banks where she held various positions over the next 25 years. Throughout this period, Mary gained invaluable insight into the financial world. In 2000, she became an Independent Mutual Fund Representative. Her professional philosophy stipulates that every individual should be entitled to financial advice. The respect and integrity Mary demonstrates to all her clients is what has helped her build a loyal clientele over the past 13 years. Mary has completed the Canadian Securities Course with honours and continues to take courses in order to remain abreast to changes in the marketplace.
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Christopher Kafenzakis

Financial Advisor

christopher.kafenzakis@ipcc.ca

A graduate of the John Molson School of Business, Chris holds a degree in finance with a minor in financial accounting. With 10 years of experience in both wealth management and insurance planning, countless individuals, families and businesses call Chris their trusted advisor and friend.
Chris takes his role as your financial advisor to heart. He is mindful to present insightful strategies and carefully selected products in order to maximize your financial goals and fulfill your dreams. Chris joined the Braley Winton Financial Group in 2010 to leverage his efforts with the support, knowledge and experience of a great team. This merge provides his clients with the highest level of service for many years to come.
Insurance products available through Christopher Kafenzakis.
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Robert McIntosh

Financial Advisor

robert.mcintosh@ipcc.ca

As a Financial Advisor specializing in investment counseling, Rob’s interest, first and foremost lies in optimizing the needs of his clientele. Those who know Rob, know that he is man of integrity, strong principles, and a mission to do right by others. He has known most of his clients for many years and is committed to taking the time to understand what is important to each person. His aim is to minimize their financial risk and maximize their security to ensure his clients and their families are well looked after.
With 25 years of industry experience, Rob carries with him expertise in many aspects of financial planning. In 2002, he was called upon to become a regular contributor to The Gazette’s financial column entitled, ”The Bottom Line” wherein he submitted his opinions and lent his expertise to creating financial makeovers for those individuals seeking advice. Rob has undergone continuous training to remain abreast of new and changing developments in the field of financial planning. He recently received the designation of a Certified Divorce Financial Analysts. His knowledge and expertise in this area allows Rob to financial guide those suffering through the painful reality of divorce.
Insurance products available through Robert McIntosh.
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Thomas Golberg

Financial Advisor

thomas.golberg@ipcc.ca

With over 40 years of experience in the financial services industry, Tom Golberg has extensive knowledge of financial products, services and retirement programs. Tom possesses strong analytical skills and is recognized for being pragmatic and organized with highly effective communication and interpersonal skills. His passion for his profession is a direct result of the satisfaction he obtains from building investment and financial programs, which focus on the needs of his clients, as well as their retirement plans.
Tom embarked on his second career as a Financial Advisor in 1997, after retiring as a senior executive from Standard Life. He specializes in investment counselling, and enjoys working with his clients to determine their individual needs. Tom is a Fellow of the Canadian Institute of Actuaries with expertise in Individual Pension Plans (IPPs) and would be pleased to consult on any aspects of the latter.
Insurance products available through Thomas Golberg.
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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
 

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.