Our Team

 

 Life is full of opportunities. For professionals, high-net-worth families and other busy people in the community pursuing their passions, it can be tough finding the time to pause and plan for the future from a financial perspective. 

That's where our team of professionals comes in. We help you take a broader look at your overall financial picture and clarify your priorities. Knowing that balancing all aspects of your financial situation can be a complex matter, we have developed an organized and disciplined approach to help you achieve your goals and attain financial security. 

Through our national network of related companies, our clients have access to a complete range of financial services - including convenient, competitively priced investments, savings, insurance, mortgages, tax and estate planning products. 

Recognized for our honesty, integrity, personal service and commitment to our clients' success, we work hard to earn your trust and establish long-term relationships. 

By providing the perspective you need to invest in your future, we ultimately help you to live your dream.

Our Investment Philosophy:
Our style and belief as Investment Advisors is to build portfolios for clients with a tactical core. This gives us the ability to make asset-class changes that allow us to take advantage of market shifts. We also believe in complimenting the tactical core of the portfolio by buying strategic investments that will further enhance returns on the upside, while also protecting returns on the downside. These two components are rebalanced as necessary to keep in line with the portfolio's asset allocation relative to long-term returns. 

On the equity side, our preference is for quality companies that pay dividends. Canadian content is important, but we always try to keep an eye on the world. Whether it be Income, Value or Growth; we look to buy at a reasonable price. 

At the heart of our philosophy is a disciplined process that includes not only the regular review of client portfolios, but also the regular assessment of each client’s situation by profiling their risk tolerance. This process helps to ensure that the asset allocation is suitable. 

We are a group of client focused financial service professionals, with over 50 years experience in the financial services industry. 

Experience and know-how matters, understanding that your concerns and requests are important and need to be taken seriously, this is our focus. Our team will always respect the task at hand and the client we are dealing with.


 

 

Ian Bagnell

Investment Advisor

With over 20 years experience in the financial services industry, Ian has always taken a client focused approach to his business. For Ian it’s all about the relationships he has built and the people h...
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Kristen Young

Administrative Assistant

Kristen is a graduate of Lambton College with a Dual Diploma in Executive and Medical Office Administration. For her, working in an environment where a client’s needs are the main focus is the best pa...
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Our Consultants

Rana Chauhan

Chief Investment Strategist, Counsel Portfolio Services

Michael Kelly, CIM®, FCSI®

Regional Vice President & Portfolio Manager, IPC Private Wealth

Geoffrey Taylor

Director, Portfolio Management & Head of Trading, IPC Portfolio Services Inc.
 

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.


 

Cancer is now the number one killer in every province and territory in Canada. Everyone Knows; a David, John, and Sandra they are now missing because of this disease.

Over the years, we, like many have had, people whom we have known were near and dear to us leave this earth well before their time. "Cancer Can Be Beaten". 

Never forget the courageous people you know who fought valiant battles but in the end were taken from us. We urge everyone to do what you can in any way you can, please use the link provided to see how you can help. 


 

We first had The Canadian Red Cross register in 2004 during the aftermath of the Indian Ocean Earthquake and the subsequent Tsunami. Over 230,000 people lost their lives and countless more were devastated in the aftermath. This was one of the deadliest natural disasters ever recorded.

Through The Canadian Red Cross, we were able to help. These donations were part of the more than $14 billion U.S. that were donated by the worldwide community. Since then I have seen how The Canadian Red cross has been able to help people in distress both at home in Canada and around the world. From "Katrina through Haiti to Turkey", The Canadian Red Cross helps in so many ways. Please visit The Canadian Red Cross to learn more about this organization. 
 


Heart disease and Stroke take 1 in 3 Canadians before their time. It's often referred to as the silent killer. Be diligent with yourself, your family and friends, see your doctor. Find out what you can do to protect yourself and your loved ones. If we all make an effort to be better informed and more aware, we can prevent more people from becoming a statistic. For more information contact, The Heart and Stroke Foundation of Canada.


 

 

 

PPI Solutions, a leading marketer of insurance solutions, supports our IPC team with technology, tools, education and resources to help us better serve our clients. Established in 1978 and with 16 offices across Canada, PPI offers actuarial, tax and specialized expertise in all aspects of life insurance, and specifically in the design of innovative strategies and ground-breaking products.


PPI’s complementary marketing channels are PPI Advisory, dedicated to the high net-worth market, and PPI Solutions, serving the broader Canadian market. Through independent insurance advisors, PPI provides our team with access to individual life insurance, critical illness insurance, long term care insurance, disability insurance, group insurance and executive benefits from major Canadian insurers.