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.


 

 

John Barnett

Financial Advisor

With 25 years in the financial services industry, I have come to believe strongly in working as an independent advisor, allowing me to give my clients more choices in meeting their financial needs. I ...
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Sally Marshall

Office Manager

Sally began her financial career in banking industry and moved to the investment and life insurance sector in 1996. She retired her mutual fund and life licenses in 2005 and enjoyed the raising of a f...
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Cherish Riosa

Assistant

Cherish joined Investment Planning Counsel in 2018, while at St.Clair College Zekelman School of Business. She plans on expanding her role at Investment Planning Counsel after she graduates and receiv...
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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 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.