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).

 

 

Tanner Lee, CIM®

Financial Advisor

tanner.lee@ipcc.ca

Tanner has been with Investment Planning Counsel since 2015. His educational background consists of a Bachelor of Commerce degree along with a Major in Economics from the University of Toronto.
He was able to turn his passion for finance into a reality by completing the Canadian Securities Course and becoming a Wealth Advisor. Tanner’s goal is to always put the client’s needs first – through a detail-oriented approach, he strives to help them achieve their financial dreams. He continues to work in pursuing additional financial designations to enhance his professional development in order to better serve his clients. During his free time, Tanner enjoys playing golf and spending summer weekends at the cottage.
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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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Jana Pekarcikova

Insurance Specialist

jana.pekarcikova@ipcc.ca

Jana has been with Investment Planning Counsel since 2006 and has completed the Canadian Investment Fund course and Life License Qualification Program.
Her specialty is Life, Disability and Critical Illness insurance. Jana enjoys working closely with Advisors in her role as an Insurance Specialist, she loves working directly with clients providing an excellent client service and her extensive experience enables her to be a strong support for both clients and Advisors.
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Priya Nihalani

Client Experience Specialist

priya.nihalani@ipcc.ca

As a Client Experience Specialist, Priya carries strong interpersonal and relationship building skills which helps to make her interactions with client very positive.
She enjoys contributing to the success of the organization by ensuring complete client satisfaction and loyalty which is very rewarding for her. She provides a quick and efficient resolution to client queries, and she can handle many client interactions simultaneously ensuring a consistent level of service.Priya is a painter at heart, she loves to travel and has played Judo at international level back in India where she was raised.
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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, IPC 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.