Nos succursales

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).

 


 

Zacharie Sutton

Financial Advisor

zacharie.sutton@ipcc.ca

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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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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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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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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 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.

 

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.