Our Branches

Whitby

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).

 

 

Sandy Morehen

Client Experience Specialist

Sandy.Morehen@ipcc.ca

Sandy has been with the IPC team since 2009. As a Client Experience Specialist, Sandy loves to engage one-on-one with each client to get to know their personal story and provide each person with personalized attention.
Reliable and compassionate Sandy meets with clients, books appointments, processes paperwork and follows up on various account matters to ensure our office runs smoothly.
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Navita Simbhunauth

Client Experience Specialist

Navita.Simbhunauth@ipcc.ca

Navita has over 18 years of experience working in the financial services industry and obtained her Executive Office Administration Diploma (with Honors) in 2013.
As a Client Experience Specialist, Navita’s warm and engaging personality will likely be the first presence you’ll encounter if you visit our office.
She assists our Advisors with client meetings and helps to prepare any documents our clients need to complete. Navita is committed to being reliable, approachable and meticulous. She strives to provide the highest level of administrative support for both clients and Advisors.
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Zacharie Sutton

Wealth Advisor

Zacharie.sutton@ipcc.ca

Zacharie Sutton is a Wealth Advisor at Investment Planning Counsel. Zacharie works with families and business owners in Whitby and throughout the Durham Region to help his clients realign their budgets and reach their financial goals.
Zacharie works with his clients using a disciplined and client-centric process called the Personal Wealth Management Strategy™. This comprehensive process allows him to uncover their goals, understand their unique financial situation and recommend strategies to help his clients live their dreams.
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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

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.