Our Branches

Owen Sound

 

 

 

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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Born and raised in Owen Sound, Steven enjoys spending quality time with his wife and two boys. As a lover of golf, fishing and hockey, Steven likes participating in sports and outdoor recreation.
At the office, Steven specializes in helping his clients understand the investment planning process. Holding the industry’s “gold standard” Certified Financial Planner (CFP®) 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 (CFP®) designation.
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Travis Dodd

Wealth Advisor

travis.dodd@ipcc.ca

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Born and raised in Owen Sound, Travis is devoted to his community and has a true passion for helping others. Having successfully completed the Canadian Securities Course and the Life Insurance Qualification Program, Travis joined the wealth advisory team at Core Partners Group in 2019.
Within the community, Travis has had the privilege of working with several local community groups such as Big Brothers Big Sister of Owen Sound, Kiwanis Club of Owen Sound, and is one of the co-organizers of the Young Professionals Network hosted through Grey County. Travis also continues to sit on numerous committees within the City of Owen Sound.
When Travis is not helping his clients with their financial planning needs, he enjoys volunteering, and spending time with his wife Alexa, their Australian Shepherd Rudger and their cat Kevin.
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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 Core Partners Group in September 2011 and has over 10 years of experience in the financial services industry.
As Client Experience Specialist Amy is responsible for scheduling client meetings and overseeing account administration.  Successfully completing the Canadian Investment Funds Course in 2008 and the Canadian Securities Course in 2014, Amy uses her extensive experience and knowledge to provide clients with an unforgettable experience.
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Pam Halliday

Client Experience Specialist

pam.halliday@ipcc.ca

Pam joined Core Partners Group 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. In her spare time Pam likes to get outside with her husband Darren and their two boys, Ben and Blake.  With the Bruce Trail at their doorstep.  Pam and her family enjoy all the biking, hiking and adventure her area has to offer.
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Lee-Anne Bell

Regional Receptionist

leeanne.bell@ipcc.ca

Lee-Anne joined Core Partners Group in 2017 as their Bookkeeper but has now transitioned to her new role as Corporate Receptionist for Investment Planning Counsel.
She is always happy to meet and greet clients either on the phone or in person. She excels in her attention to detail, customer service skills and administrative excellence.
When Lee-Anne is not in the office, she is actively involved on her family farm with her husband John in the small town of Durham. She is a proud Mother of 3 Children and also proud Nana to three active boys who are continuing on the tradition as 5th generation Farmers.
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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.

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.