IPC Securities Corporation1 

Investment Industry Regulatory Organization of Canada (IIROC)

As an independent, full-service investment dealer, IPC Securities Corporation provides a complete range of investment services through our network of experienced Advisors. Well researched and unbiased advice, along with wealth management options tailored to the financial circumstances of each client create a strong base for a long-lasting and successful relationship.

IPC Securities Corporation is a member of the Investment Industry Regulatory Organization of Canada as well as a member of the Canadian Investor Protection Fund.

 

 

 

Matthew Bell, CIM®

Wealth Advisor

matthew.bell@ipcc.ca

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Over the past 25 years, Matthew has helped hundreds of families progress toward and achieve their financial goals. He endeavors to have a positive impact on his client’s lives by preserving and enhancing their long-term financial security through a customized retirement plan that includes their individual risk tolerance, future requirements and financial profile.
Matthew’s approach to investing gives his clients peace of mind and confidence they are on course to reach their financial dreams and goals. He recently obtained the CIM®, Chartered Investment Manager designation to enhance his understanding of the best solutions for his clients.
Insurance products available through Matthew Bell.
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Robert Charron, CFP®, FMA®, CIM®

Portfolio Manager

rob.charron@ipcc.ca

As a Wealth Advisor, Rob enjoys introducing Advisors to IPC and helping his clients reach their financial goals. He strives to deliver a consistent approach to investing, allowing for a more intimate knowledge of solutions and dependable advice that his clients can rely on. Rob has invested a great deal of time on education having completed the PFP Professional Financial Planning course,
Certified Financial Planner, CFP®, Certified Divorce Financial Analyst, CDFA, the Financial Management Advisor, FMA® and the Chartered Investment Manager, CIM® designation, in order to fully understand the solutions best suited to his clients and available to fellow Advisors. Rob sincerely shows that he really cares about his clients and their future.
Insurance products available through Robert Charron
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Scott Clarke

Wealth Advisor

scott.clarke@ipcc.ca

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Scott has been in the financial and business industry for over 15 years helping individuals, families, and businesses achieve their personal, financial, and corporate goals. Scott is dedicated to providing high-quality advice and integrated wealth management solutions that simplify
and enhance the quality of life for his clients. Scott and the team at IPC specialize in working closely with clients to develop customized solutions that meet each client’s goals by focusing on what’s most important to the client and their family. Scott works with clients on goal based planning, providing advice on financial planning, investment portfolios, insurance solutions, tax-efficiency, retirement, and estate planning. In addition to having a Degree in Business Management and a Diploma in Business Administration, Scott also spent three years in the financial planning program at Conestoga College. He also worked with TD Wealth Management for several years providing customized goal based planning services to his clients and their families.
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John Paulino

Wealth Advisor

john.paulino@ipcc.ca

John Paulino is an experienced and knowledgeable financial advisor, ready to work with you to ensure you and your family’s financial future. John graduated from Ryerson's School of Business with a focus on Hospitality and Tourism.
He has been certified in stocks, bonds, mutual funds, ETF's, annuities, life insurance, estate planning, tax planning and trusts.
Over the past 20 years, John has worked with clients to help them choose, invest, and manage plans that will offer safe investments and excellent returns. His main goal is to help clients make well-informed decisions on what types of investments are right for them. He also emphasizes the need to adjust investment plans as goals and needs change.
John takes pride in being a trusted advisor and expert resource as clients build a secure portfolio of investments. He takes his fiduciary responsibility very seriously and always places the interest of his clients at the forefront of any financial decisions.
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Karen Hall, CIM®

Associate Portfolio Manager

karen.hall@ipcc.ca

Karen joined IPC in 2016 and has over ten years of experience in the financial services industry. She enjoys working closely with Advisors and takes pride in helping clients bring their dreams to life.
Her desire to learn has led her to complete a variety of industry related courses, such as her Canadian Securities Course, which has contributed to her strong knowledge base and interpersonal skills. In her spare time, Karen volunteers for multiple organizations and was honoured to receive IPC’s Volunteer of the Year award in 2018.
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Marc Champagne, CFP®, CIM®

Wealth Advisor

marc.champagne@ipcc.ca

Marc has several years of experience in the financial services industry and has successfully serviced clients since 1994. Marc was a Wealth Specialist at Investors Group Securities Inc., an Investment Advisor at BMO Nesbitt Burns,
and was an Investment and Retirement Planner, Financial Planning at a wealth management firm. He is very excited to now be a part of the IPC family. Marc holds a Bachelor of Arts diploma from Western University and has obtained his Personal Financial Planner (PFP®), Chartered Investment Manager (CIM®), Fellow of Canadian Securities Institute (FCSI®) and Certified Financial Planner (CFP®) designations. Marc is dedicated to providing high-quality advice and integrated wealth management solutions that help clients achieve their financial goals and objectives.
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Cody Beaton

Client Experience Specialist

cody.beaton@ipcc.ca

With several years of experience in the banking industry, Cody joined IPC, in 2023, seeking to help his clients gain confidence in their financial well-being and plan for the future.
Passionate about building long-lasting relationships, Cody puts forward the time-tested approach of prioritizing his client’s needs above all else. This allows him to work in tandem with his clients to build detailed plans that evolve, as do their situations, over time. Cody is focused on the continuous development of his industry knowledge through financial designations; allowing him to better serve the individuals and families he works with.
On weekends, you can find Cody on the golf course or enjoying a backyard BBQ with friends and family.
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Christina Walsh

Client Experience Specialist

mashawn.williams@ipcc.ca

Christina joined IPC in January 2022 after making a career change. She has successfully completed her Canadian Securities Course and Life License Qualification Program and is always looking for opportunities to further develop her knowledge of the financial services industry.
As Client Experience Specialist, Christina loves building relationships with clients helping them feel comfortable knowing they will achieve their financial goals. Christina is highly organized and a master of the to-do list. She enjoys assisting clients with their needs in a personal and efficient manner. When Christina is not working, she enjoys yoga, tennis and spending time with family and friends.
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Jessica Bakelmun

Client Experience Specialist

jessica.bakelmun@ipcc.ca

As a client experience specialist , Jessica excels in administrative processing and caring for client questions and concerns. She takes great pride in providing excellent client service, ensuring our clients are given prompt and personal attention.
 

Mashawn Williams

Client Experience Specialist

mashawn.williams@ipcc.ca

As a Client Experience Special, Mashawn provides a high level of administrative support to our Advisors and clients alike. She is always sure to put our clients first, while building long lasting relationships to help them achieve their financial goals.
Mashawn has been in the financial industry for 12 years, she is currently working on her CSC and finishing up her last year at Sheridan College in the Business Finance program.
When she is not in the office, she loves spending time with her family, watching movies or finding new recipes to try out.
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Tamika Lewis

Client Experience Specialist

tamika.lewis@ipcc.ca

As a Client Experience Specialist, Tamika’s goal is to provide an exceptional and positive experience for all clients. She is a very approachable person who always has a smile on her face, and will treat you just like family. She is proud to be an important part of helping our clients achieve their financial goals!
Tamika has been in the investment industry for over 10 years after successfully completing her CSC, IFIC, Traders Training Course, Equity Trading and Sales Course, Personal Financial Services Advice, and Financial Planning 1 Course. She has also earned a Certificate in Financial Services Advice, and is currently in the process of completing her PFP Designation.
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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).

 

 

Tanner Lee, CIM®

Financial Advisor

tanner.lee@ipcc.ca

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Tanner has been with Investment Planning Counsel since 2015. His educational background consists of a Bachelor of Commerce degree along with a Major in Economics from the University of Toronto.
He was able to turn his passion for finance into a reality by completing the Canadian Securities Course and becoming a Wealth Advisor. Tanner’s goal is to always put the client’s needs first – through a detail-oriented approach, he strives to help them achieve their financial dreams. He continues to work in pursuing additional financial designations to enhance his professional development in order to better serve his clients. During his free time, Tanner enjoys playing golf and spending summer weekends at the cottage.
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Scott Penney, PFP®, QAFP™

FPSC Level 1® Certificant in Financial Planning

Financial Advisor

scott.penney@ipcc.ca

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Scott is in the business of providing quality investment, insurance, and financial planning advice for Canadians. He prides himself on his ability to investigate unique solutions to financial challenges and implement plans that will enhance the personal wealth and financial well-being of all his clients.
Part of this investigation is called the Portfolio Management Review. During this process he will update your tolerance for risk and analyze the appropriateness of your investments as to how they relate to your goals and objectives. This tailor made approach provides clients with peace of mind that they are on course to reach their goals.
Insurance products available through Scott Penney.
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Steve Penney

Financial Advisor

steve.penney@ipcc.ca

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Steve takes pride in providing full-service financial planning, tailored to the needs and dreams of the individual client. Part of his balanced approach is managing risk in a portfolio to ensure that each client is on course to live their dreams with confidence and peace of mind.
Insurance products available through Steven Penney.
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Andriy Bejnar, CFP®,CIM®

Financial Advisor

Andriy.Bejnar@ipcc.ca

Andriy joined IPC Investment Corporation in 2017. He has over 15 years of experience working in the Financial Services industry and has obtained his degree in Public Policy at York University.
As a Financial Advisor & Planner, he uses tailor-made solutions to help clients throughout their life stages and works directly with them so they can achieve their financial goals. He believes in using a holistic approach to financial planning including cash flow management, investment selection, retirement planning and income, risk management, and estate planning.
Andriy offers insurance solutions through PPI.
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Isabel Carvalho

Client Experience Specialist

isabel.carvalho@ipcc.ca

Isabel joined the IPC Team in the summer of 2019 and comes to us with extensive experience in the Financial Services industry. She brings a wealth of knowledge, work ethic, and professionalism keeping our client’s best interests in mind. As a Client Experience Specialist, her goal is to provide the highest level of satisfaction and making sure the client’s needs are met by working closely with our advisors and clients. Isabel’s a people person and strives to make a positive impact on the lives of all our clients.
 

Amanda Searles

Client Experience Specialist

amanda.searles@ipcc.ca

As a Client Experience Specialist, Mandy enjoys assisting others through their financial journey while working closely with our Financial Advisors to ensure our clients receive prompt attention and keeping their best interest in mind.
She is a "jack of all trades" and has been in the financial industry for several years and brings a wealth of knowledge with her. She holds many certificates including her Bachelors of Arts of Political Sciences, Bachelor of Arts English, Post Graduate Certificate of Public Relations, Litigation Law Clerk Certification. Mandy enjoys living in a small rural community, and loves spending time with her family and friends, reading books or watching period pieces on television
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Aliza Blake

Client Experience Specialist

aliza.blake@ipcc.ca

Aliza has been with IPC since 2007. She works closely with our Financial Advisors as a Client Experience Specialist, providing excellent client service, ensuring prompt and personal attention.
Aliza books appointments, process paperwork and follows up on various account matters to ensure our clients have the Total Client Experience.
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Jana Pekarcikova

Insurance Specialist

jana.pekarcikova@ipcc.ca

Jana has been with Investment Planning Counsel since 2006 and has completed the Canadian Investment Fund course and Life License Qualification Program.
Her specialty is Life, Disability and Critical Illness insurance. Jana enjoys working closely with Advisors in her role as an Insurance Specialist, she loves working directly with clients providing an excellent client service and her extensive experience enables her to be a strong support for both clients and Advisors.
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Bijal Patel

Client Experience Specialist

bijal.patel@ipcc.ca

With over 4 years in the Financial Industry, Bijal offers hands on experience when communicating with different types of clients as a Client Experience Specialist. She focuses on building strong client relationships, meeting targets and offering valuable exposure to operational processes.
Bijal offers a premium level of administrative support to our Advisors and clients.
When away from the office, Bijal enjoys exploring new places, trying out different food cuisines, going on hikes with friends, Or sometimes just binge watching shows.
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Uzma Khan

Client Experience Specialist

uzma.khan@ipcc.ca

With several years of experience in the financial services industry, Uzma brings a wealth of knowledge and experience to her clients.
As a Client Experience Specialist, Uzma focuses on ensuring our clients and Advisors receive the highest level of administrative support. Uzma’s keen eye for detail, along with her certificate in Business Management ensures she optimizes processes such as scheduling appointments and keeping all clients on track.
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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

VP, Asset Allocation & CIO, CLIML

Rahim Dhalla, CIM

Director, Portfolio Management, IPC 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 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.