Our Branches

Dartmouth

IPC Investment Corporation2 

As an independent dealer, IPC Investment Corporation provides a range of investment services through our network of experienced Advisors. Recognizing that each client’s dreams, goals and desires are unique, IPC Investment Corporation has developed a comprehensive planning process to properly evaluate your current financial situation and work toward your objectives. IPC Investment Corporation is a member of the Mutual Fund Dealers Association of Canada (MFDA).

 

 

Lori Steeves, QAFP

Financial Planner

lori.steeves@ipcc.ca

With 22 years of experience, Lori works with families to help make prudent financial decisions. She helps her clients strive towards their goals based on their unique circumstances and dreams, having their best interests at heart.
Understanding an individual’s goals, objectives and risk tolerance helps to set investment policy and to implement an appropriate investment strategy. Lori is a graduate of Mount Saint Vincent University. Education has remained important throughout her career and her qualifications include the Professional Financial Planning Course, Qualified Associate Financial Planner QAFP* designation, Canadian Securities Course, and a Certificate in 3H Financial Planning.
Lori also offers insurance products to cover life and income protection needs.
Insurance products available through Lori Steeves
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Kelly Lipton

Financial Advisor

Kelly.lipton@ipcc.ca

Kelly joined Investment Planning Counsel in 2002 and currently lives in Annapolis Valley, NS.  She quickly developed a passion for working with people to help them achieve their financial goals.
Kelly enjoys connecting with her clients on an individual basis, to help guide them through their unique life’s journey. Kelly graduated from Acadia University with a BA in Sociology but was pulled into the financial industry once she acquired credit & collections experience, while working in Toronto in her early twenties. She has obtained her Mutual Fund License, Insurance License, completed her Canadian Securities Course, earned her PFP designation and she is continuing to expand her wealth of knowledge.
  As a financial advisor, Kelly understands change is inevitable and she will be there as a partner with her clients to help in their financial journeys.  Whether it is an unexpected transition or an amazing new adventure, she will be by their side to help with the many financial decisions that get made along the way.
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Cindy Blanchette

Client Experience Specialist

cindy.blanchette@ipcc.ca

As a Client Experience Specialist, Cindy provides the highest level of satisfaction by working closely with our advisors and clients to effectively support them as they work toward their financial goals. 
She received her BA in psychology from the Memorial University in Newfoundland and has been with IPC for over 14 years. Cindy provides excellent service, ensuring prompt and personal attention with each client interaction, she takes pride in her accuracy and attention to detail to ensure an exceptional client experience.
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Heather Cruickshank

Client Experience Specialist

heather.cruickshank@ipcc.ca

As a Client Experience Specialist, Heather is dedicated, reliable, supportive and is passionate about helping clients reach their financial dreams.
She works directly with our Advisors to process trades, book appointments, resolve account enquires and help our office run smoothly. Heather has over 25 years of administrative and customer service experience and uses her extensive knowledge to provide clients with an unforgettable experience.
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Karen Clements

Client Experience Specialist

karen.clements@ipcc.ca

As a Client Experience Specialist, Karen brings with her a wealth of industry experience, spanning more than 30 years, working with the big 5 banks and in wealth management. Karen’s main goal is providing superior client service and ensuring an excellent client experience. Karen believes in the value of comprehensive financial planning and advice and provides administrative support to the Advisors.
During her time off, Karen enjoys spending time with family and friends.
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1 Offering investment services under the Investment Industry Regulatory Organization of Canada (IIROC), IPC Securities Corporation offers a wide range of investment options including securities and mutual funds. IPC Securities Corporation is a member of the Canadian Investor Protection Fund.


2 Offering investment services under the Mutual Fund Dealers Association of Canada (MFDA), IPC Investment Corporation offers a wide range of mutual funds options.

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 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.