Our Team

 

With over 100 years of collective financial professional experience, our team focuses on the shared mission to provide our clients with a personalized and superior client experience in every interaction, as we work towards the goals of their wealth strategy. We have access a range of subject matter experts including: Financial Planners, Risk Managers, Estate and tax planning specialists, Portfolio Managers, banking specialists and client services support administrators.

Together we co-ordinate and harvest the knowledge and expertise, at the appropriate time, to address our client's needs by helping each individual to realize their objectives and dreams in order to gain financial independence.


 

 

Ken SteinCFP®

Wealth Advisor

Ken has been a financial professional for over 22 years, following in his father’s and grandfather’s footsteps who were financial professionals for over 7 decades practicing both in the United States ...
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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.

 

 


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 than 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.