Our Branches

Ottawa

 

 

 

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.

 


 

 

Dan Nolan, CFP®, CIM®, FCSI®

Wealth Advisor

dan.nolan@ipcc.ca

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Dan is responsible for determining your goals & objectives, setting your investment policy, and implementing your investment strategies. Dan has been a professional financial advisor since 1992. He holds the certified financial planners, CFP® designation, the certified investment managers CIM® designation, and is a fellow of the Canadian securities institute. During his free time, Dan enjoys golf, playing hockey, and spending time with his wife and three children.
Dan is also kept busy by attending numerous charity events throughout the year and volunteering as a head coach for his son’s minor hockey team.
Insurance products available through Daniel Nolan.
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Anna Macias, CFP®, CIM®, CDFA™

Wealth Advisor

anna.macias@ipcc.ca

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Anna has spent many years in the financial services industry and provides an in-depth knowledge of investment management. Anna holds multiple designations including that of a Certified Financial Planner™ or CFP®. Anna also holds the designation of Chartered Investment Manager (CIM®), which provides our clients with insight into portfolio analytics and investment strategies.”.
In addition, Anna has achieved the Certified Divorce Financial Analyst® (CDFA™) designation, which enables our team to provide investment advice for those going through the difficult time of separation and divorce.
Insurance products available through Anna Macias.
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Anthony Stallone

Wealth Advisor

anthony.stallone@ipcc.ca

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Anthony is a Wealth Advisor who has worked in the financial services industry for over 13 years. He is dedicated to providing high-quality advice and integrated wealth management solutions that help clients achieve their financial goals and dreams.
Anthony enjoys working closely with individuals and focusing on what’s truly important to his clients and their families. He has completed several industry courses that add to his ability to recommend the best solutions for his clients.
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Elizabeth Piché

Client Experience Specialist

elizabeth.piche@ipcc.ca

Her warmth and sincerity are evident in everything she does. Her positive nature and enthusiastic disposition truly compliment our family of professionals and our client services.
Her responsibilities cover all aspects of client communications and she offers exceptional service to our clients.
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Lisa St. Martin

Client Experience Specialist

lisa.st.martin@ipcc.ca

As a Client Service Representative, Lisa’s responsibilities cover all aspects of client communications, file preparation and administering our Total Client Experience processes and procedures. Lisa has extensive knowledge of the technology and software programs utilized in our practice as well as exceptional organizational skills which keep the Advisors of the team focused on helping our clients. She is a fully bilingual member of our team and is a key asset to delivering the high level of service our clients have come to expect from us.

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).

 


 

Paul Scully, CIM®, FCSI®

Financial Advisor

paul.scully@ipcc.ca

Paul takes a personalized approach to help his clients achieve their goals. Taking the time to get to know and understand his clients' objectives is of utmost importance.
Using comprehensive financial planning, Paul guides his clients through a myriad of financial matters including portfolio management, retirement, insurance, estate and tax planning.
Paul has 15 years experience as a financial advisor. He graduated from the University of Ottawa with a degree in Economics. His qualifications include Certified Financial Planner (CFP®), Certified Investment Manager (CIM®), Fellow of the Canadian Securities Institute (FCSI®), Branch Managers' Course and Level 2 Life Insurance Agent.
Born and raised in Ottawa, Paul is married with two children. He enjoys a wide range of sports and has participated in various triathlons over the last decade.
Insurance products available through Paul Scully.
Financial planning, insurance and tax preparation services offered through Paul Scully.
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Jennifer Waterman, CFP®

Financial Advisor

jennifer.waterman@ipcc.ca

Jennifer’s passion and diverse experience of over 30 years in the financial services industry shine through as she works to provide her clients with the highest level of advice, as they have come to expect from her over the years.
She has had the privilege of working with some of Canada’s premier financial institutions. This has given her an extensive set of skills and knowledge to address the complex financial needs of Canadian families. As a partner in her client’s financial well-being, she takes the time to dig deep into the issues that matter most to her clients and their family. Jennifer enjoys building lasting relationships as she helps her clients reach their financial goals and dreams.
Also note that Insurance products are available through Jennifer Waterman.
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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
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.