IPC Securities Corporation1 

Investment Industry Regulatory Organization of Canada (IIROC)

As an independent, full-service investment dealer, IPC Securities Corporation provides a complete range of investment services through our network of experienced Advisors. Well researched and unbiased advice, along with wealth management options tailored to the financial circumstances of each client create a strong base for a long-lasting and successful relationship.

IPC Securities Corporation is a member of the Investment Industry Regulatory Organization of Canada as well as a member of the Canadian Investor Protection Fund.

 

 

 

Keith Jones,CFP®, EPC®, CKA

Wealth Advisor

keith.jones@ipcc.ca

As a Wealth Advisor, Keith is committed to meeting the needs of high net worth clients, professionals, business owners, retirees, families and individuals who are serious about their financial goals.
He has been in the Financial Services and Insurance industry since October 1987. Financial planning has always been the focus of Keith’s career. Keith works with his clients to develop a comprehensive financial plan to help achieve their long-term financial goals. As part of this plan, he will cover the investment, insurance, tax and estate planning aspects of their situation. He believes that financial success is a journey, not a destination. Keith and his wife Laurie reside in LaSalle, they have a daughter and two sons. They enjoy numerous sport and outdoor activities, and they are very active in their local church, and various missions efforts. Insurance products available through Keith Jones.
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Jessica Root

Client Experience Specialist

jessica.root@ipcc.ca

Jessica has been an integral part of the team since 1998. She is the daily cornerstone our effective client service.

She works hard to ensure the timely processing of all client requests, transactions and paperwork. She is readily available to deal with client questions and requests. Jessica is a graduate of the University of Windsor with a degree in Honors Business Administration. She is currently securities licensed, which enhances her many years of experience in the administration field.

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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).

 

 

Lucas Jones

Financial Advisor

lucas.jones@ipcc.ca

As a Financial Advisor, Lucas focuses on helping his clients build out the best long-term strategies, whether planning for goals, retirement or estate planning.
With his years of experience in the financial industry, Lucas brings his experience along with his passion to build long term client relationships that he can walk with for many years to achieve their goals and dreams. In his spare time, Lucas enjoys being involved with the local film community and has been participating in film festivals for over 10 years.
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Our Consultants

Rahim Dhalla, CIM

Director, Portfolio Management, IPC Portfolio Services

Rana Chauhan

Chief Investment Strategist, Counsel Portfolio Services

Corrado Tiralongo

Chief Investment Officer, 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.