Our Team

 

Bringing over 25 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.


 

 

Ron Kassies

Financial Advisor

Ron has worked in the financial services industry for more than 16 years. Most recently he was part of a successful startup venture and before that was VP Business Planning & Strategic Initiatives wit...
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Paula Montgomery

Financial Advisor

Paula Montgomery became an advisor after passing the Canadian Investment Funds Course in 2011 and the Life License Qualification Program in November 2012. She worked for 20 years as a legal assistant ...
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Paul WarrenCFP®

Financial Advisor

Paul began his career as a Financial Advisor in 1994. He qualified as a Certified Financial Planner in 1999. The same year, he began his long and beneficial association with Investment Planning Counse...
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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
 

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.

 

SUPPORTING HOSPICE PALLIATIVE CARE IN ONTARIO

People with life-limiting illnesses have the right to die with dignity, free of pain and surrounded by their loved ones. Through our annual Healing Cycle Ride, the Healing Cycle Foundation raises funds for hospice palliative care programs in Ontario, enabling them to provide quality end-of-life care for people with terminal illnesses and their loved ones.

Find out more at www.thehealingcycle.ca

 

Each year, from coast to coast we participate in Junior Achievement’s projects and in-school events that aim to help kids improve their knowledge, skills and confidence in making the best financial choices. Each year more than 226,000 young Canadians experience a Junior Achievement program from over 13,500 committed business mentors, including many from Investment Planning Counsel.

The JA programs - Dollars with Sense and Economics for Success - are delivered in schools by volunteer advisors. And research has shown that over 75% of Junior Achievement’s past participants believe the programs had a significant impact in developing their financial literacy skills –– saving more, borrowing less and doing better financially than the average Canadian.