Our Team

 

Bringing over 30 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.


 

 

Richard H. KizellCLU, RFP, CFP®, BA

Senior Financial Advisor

Areas of Specialization: Personal Financial Planning Corporate Planning Business Insurance Pension Consulting, Implementation Asset Management RRIF, Annuity, RESP and RRSP Financial Consulting Severan...
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Larry WalshB. Comm., CFP®, CLU

Financial Advisor

Areas of Focus: Personal Financial Planning Retirement Planning Tax & Estate Planning Wealth management Insurance Needs Analysis Larry is a long time resident of Kingston and surrounding area. After g...
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Judy Timpson

Areas of Specialization:  RRSP’s & RRIF’s  RESP’s  Financial Planning  Retirement Planning  Estate Planning  Investment Planning  Life, Disability and Critical Illness Insurance  Segregated Fu...
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Janet PringleB.Sc., CFP, CLU, RHU

Senior Financial Planner

Educational Background: After graduating from the University of Ottawa in 1995 with a degree in Political Science, Janet completed the Account Executive Training School offered by Money Concepts Upper...
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Adam Jenkins

Financial Advisor

Areas of Specialization: Personal Financial Planning Retirement Planning RRSP’s, TFSA’s & RESP’s Mutual Funds Life, Disability & Health Insurance Segregated Funds Adam is a long-time resident of Kings...
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John Spencer

Associate Advisor

Areas of Focus: Personal Financial Planning Retirement Planning Tax Planning Wealth management Insurance Needs Analysis RRSP’s, RRIF’s, TFSA’s and RESP’s Life, Disability and Health Insurance John is ...
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Patricia Valente

Executive Assistant, Branch Manager

Patricia Valente joined our team over 19 years ago, and assists in all aspects of preparing and administrating client portfolios and mutual fund transactions. Patricia has successfully completed the “...
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Brandi Wales

Client Service Executive

Brandi joined our office in April of 2006 and has proven to be a true asset to our Financial Services Team. Brandi provides administrative and client service support. She is a graduate of St. Lawrence...
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Robyn Woodman

Financial Services Coordinator

Robyn joined our team in December of 2014. She assists in all aspects of preparing and administrating client portfolios and mutual fund transactions. Robyn has successfully completed the "Canadian Inv...
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Bianca Goncalves

Administrative Assistant

Joining our team in May of 2017, Bianca shows great attention to detail when it comes to her job of assisting the financial planners with administrative and client services. Her efficient and effectiv...
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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
 

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.