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).

 

 

Robert Cummings, CFP®

Financial Planner

bob.cummings@ipcc.ca

For more than 30 years, Robert has been giving clients the comprehensive financial advice they need to live for today and plan for tomorrow.
Currently, he and his team assist 150 families in Oceanside and the rest of Vancouver Island, guiding them toward what matters most to them through all stages of their lives.
Whether they hope to start a new business or career, provide financial support to family members or retire with the resources to travel, the Cummings team is dedicated to helping clients live their dream. Building on his extensive industry experience and accreditation as a Certified Financial Planner®, Robert is highly qualified to create and implement a personal wealth strategy for each client, covering all aspects of financial planning. He takes pride in his ability to truly listen to clients and provide the discipline they need to stay on track to their goals.

Insurance products available through Robert Cummings.
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Jaret Nelson, CFP®

Financial Planner

jaret.nelson@ipcc.ca

Jaret grew up in Kamloops, BC. He went on to attend the Gustavson School of Business at the University of Victoria, where he completed his Bachelor of Commerce with a specialization in Entrepreneurship.
With a natural interest in financial services, he started his career at a large financial industries firm in 2012. There, he held various advisor roles and was known as a top performer, winning numerous awards. After completing the Personal Financial Planner (PFP®) designation in 2018, he then moved back to Kamloops to take a role with a major insurance firm as a Financial Planner. There, he learned a great deal about holistic financial planning and practice management. However, after realizing Vancouver Island was where he wanted to be long term, he made a permanent move to Nanaimo in 2022. While making this transition, he completed the Certified Financial Planner (CFP®) designation, as well as the Canadian Securities Course (CSC®). Jaret lives on the North end of Nanaimo and is actively involved in his local church. He likes keeping active and enjoying the beautiful parks and trails the island has to offer. He also plays guitar and bass in his spare time, and enjoys spending time with friends and family.
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Tara Green

Client Experience Specialist

tara.green@ipcc.ca

As a Client Experience Specialist, Tara brings the highest level of knowledge and prompt attention to detail while ensuring the client experience is a positive one as they work toward their financial goals.
Tara has been in the Financial Industry since 1998.
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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.