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.

 


 

 

Steven J. Coffey, CFP®

Wealth Advisor

steven.coffey@ipcc.ca

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Steven specializes in helping his clients understand the investment planning process.
Holding the industry’s gold standard Certified Financial Planner designation, he believes that each client should feel empowered and engaged to live their financial dreams through effective wealth management strategies.
Insurance products available through Steven J. Coffey.
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Carla Black, CFP®

Wealth Advisor

carla.black@ipcc.ca

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Carla joined Investment Planning Counsel in 2006 and quickly developed a passion for working with people to help them achieve their financial goals.
She strives to develop strong professional relationships and to deliver exceptional service to all clients. Outside of the office she enjoys giving back to her community.
She has been a proud member of the Rotary Club of Owen Sound since 2016 and currently sits on the Board of Directors as the Director of International Service.
Carla has also volunteered as a Big Sister with Big Brothers Big Sisters of Owen Sound. She has successfully completed her Canadian Securities Course and holds the Certified Financial Planner designation
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Travis Dodd

Wealth Advisor

travis.dodd@ipcc.ca

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Travis joined the wealth advisory team at Investment Planning Counsel in 2019, and has successfully completed the Canadian Securities Course and the Life Insurance Qualification Program.
Travis is devoted to his community and has a true passion for helping others. Since graduating from the University of Guelph, Travis is proud to have been on the Board of Directors for the Tom Thomson Art Gallery and continues to sit on numerous committees within the City of Owen Sound.
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Amy Booth

Client Experience Specialist

amy.booth@ipcc.ca

Amy graduated from the University of Western Ontario in 2008 with a Bachelor of Arts degree.
She joined Investment Planning Counsel in September 2011 and has over 10 years of experience in the financial services industry. As a Client Experience Specialist, Amy is responsible for scheduling client meetings and overseeing account administration.
She has successfully completed the Canadian Investment Funds Course in 2008 and the Canadian Securities Course in 2014.
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Pam Halliday

Client Experience Specialist

pam.halliday@ipcc.ca

Pam joined Investment Planning Counsel in 2014 with fifteen years of experience in the financial services industry.
She has successfully completed the Canadian Securities Course and is well-equipped to assist with client inquiries and daily account administration.
Pam takes pride in her accuracy and attention to detail to ensure an exceptional client experience
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Angela Stewart

Client Experience Specialist

angela.stewart@ipcc.ca

With 9 years of experience in the financial industry, Angela provides reliable support to her team and genuine personalized care to IPC clients. With her enthusiastic personality and her goal-oriented commitment Angela is always happy to meet clients over the phone or in person to provide administrative excellence.
Angela is a busy mother of 3. You will find her at an arena, a sports complex, or venturing out on trails throughout Grey-Bruce. She loves to read, especially on the beach, and spending time with her family at the cottage.
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Tammy Laframboise

Corporate Receptionist

tammy.laframboise@ipcc.ca

Tammy joined the IPC Team in February 2022 with growing interest for the ever evolving, fast-paced financial industry. She enjoys providing excellent customer service and our clients are sure to receive the highest level of administrative support.
Tammy has received her Executive Office Administration Diploma as well a TESOL/TEFL certification which allows her to teach English as a second language. She is fluent in French speaking language as well.
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Danielle De Gernier

Client Experience Specialist

Danielle graduated from the University of Toronto in 2016. Her background in the Financial Industry has helped her have a fresh perspective and truly believes that managing finances doesn’t have to be intimidating. Her passion is to help her clients achieve financial success.
When Danielle is not working, she enjoys spending time outdoors with her two miniature dachshunds.
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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.

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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.