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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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 husband and their clan of animals, while she tries to create a zen for life in everything she does.
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Phil Plona, CFP®

Wealth Advisor

phil.plona@ipcc.ca

Phil is a dynamic, resourceful, and energetic individual with a wealth of knowledge in the financial industry. He resides in Penticton with his wife and son and he's looking forward to being here long-term raising his family.
Phil began his financial planning career in 2009. He has earned his CERTIFIED FINANCIAL PLANNER® designation, completed the Canadian Securities Institute program and he will be looking to expand on his designations. With his 14+ years of experience provides a high level of professional advice and service.
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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.