Our Branches

Penticton

 

 

 

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.

 


 

 

Trevor Nelson, CPA, CA, CFP®, CIM®

Wealth Advisor

trevor.nelson@ipcc.ca

Trevor was the founding partner of Stewart Thomas Wealth Management, a distinguished Wealth Management firm established in 1994. He graduated from UBC (B.Comm.) and holds professional designations as Chartered Professional Account (CPA, CA), Certified Financial Planner (CFP) and Chartered Investment Manager (CIM).
Trevor has provided comprehensive financial solutions and advice to High Net Worth Individuals and business owners for 30 years. His many years of experience, education and credentials provide a unique insight to our constantly evolving investment, tax and estate planning environment.
Trevor provides comprehensive and unique financial advice and solutions designed to meet each of his client’s individual needs. He and his team pride themselves in being the best informed and educated in an ever- changing environment and working with their clients and other professionals to best advise and serve their mutual clients.
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Dave MacIver

Wealth Advisor

dave.maciver@ipcc.ca

Dave’s career in financial planning began with Manulife Financial 31 years ago. In addition to Manulife, over the past 20 years, Dave has held the position of District Vice President with two of Canada’s largest investment management firms. During this time, Dave worked closely with Trevor and Stewart Thomas Wealth Management advisors in consultation on global markets, retirement and estate planning issues and solutions.
Dave’s role is to work with Trevor and his clients to enhance the team approach to the various investment, retirement and estate planning processes.
He and his wife Tammy purchased a home in the Okanagan in 2016 and made the transition as full time residents in 2018.
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Alia Marchment

Client Experience Specialist

alia.marchment@ipcc.ca

As a Client Experience Specialist, Alia is always happy to meet and greet clients either on the phone or in person. She has been in the business industry for over 20 years and excels in her attention to detail, customer service skills and administrative excellence.
Her passion in life is the welfare of animals, children and the environment. Time away from work is spent with her partner and their clan of animals, while she tries to create a zen for life in everything she does.
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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.