Our Team

 

Bringing over 15 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.


 

 

Paul JenkinsMMM.CD, CPCA

Financial Advisor

For more than a decade, Paul has been delivering sound investment advice, customized to each of his client’s financial objectives and needs. He believes in conservative investing and speculation only ...
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Lucille Rogers

Associate Advisor

For more than two decades, Lucille has been delivering exceptional Client Management Services in a wide range of service markets. Her analytical ability, management style, interpersonal skills and per...
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Our Consultants

Peggy A. Sheppard

Mortgage Agent (Lic.# M08004209), Invis (Lic.# 10801)
AMP, EPC

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
 

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 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 effect of their efforts are always rewarding.

 

Pidcock House in Courtenay can keep helping homeless...

A $500,000 ongoing, annual funding commitment from the Province will ensure the Pidcock House Emergency Shelter in Courtenay continues to provide 24/7 support to people who are homeless.

The shelter, managed by The Salvation Army, began 24/7 operations in 2011 after the City of Courtenay amended restrictions on operating hours.

Since then, the Province has provided short-term funding for the extended operations.

The shelter provides 14 beds for people who are homeless, as well as showers, laundry, meals and access to skills training and recovery services.

"Pidcock House shelter is a critical piece of the housing continuum, providing shelter and support for individuals in need in our community," reacted Don McRae, MLA for Comox Valley and Minister of Social Development and Social Innovation. ...Click here to read full article!