Our Branches

Winnipeg

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).

 


 

Trevor Doyle CFP®, CLU™

Financial Advisor

trevor.doyle@ipcc.org

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Trevor Doyle is a Certified Financial Planner CFP® at Investment Planning Counsel who works with families and business owners in Winnipeg and the surrounding areas to help his clients live their dreams.
Trevor’s designations as a Certified Financial Planner CFP® and Chartered Life Underwriter, CLU™ ensures his clients are partnering with a qualified professional who can better customize financial plans and provide his clients with a broader scope of products and solutions.
Trevor works collaboratively with his clients to apply IPC’s six-step Personal Wealth Management Strategy™ which is a disciplined wealth management process. This client-centric approach systematically guides his clients to success by clarifying their goals and developing a plan of action based on a sound intellectual framework.
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Jeremy Jackiew CFP®, PFP®, RRC®

Financial Advisor

jeremy.jackiew@ipcc.ca

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Jeremy has over ten years of experience in the financial industry helping families build wealth and achieve their financial goals. His planning based approach focuses on creating steady and sustainable income throughout retirement.
He enjoys sharing his knowledge of the financial industry with newcomers to Canada by volunteering with local immigrant and refugee community organizations.
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Jaremy Chudd, QAFP™

Financial Advisor

jaremy.chudd@ipcc.ca

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Jaremy has been with Investment Planning Counsel since 2014. During this time he has built a great rapport with our clients and has developed an extensive set of skills and knowledge.
His qualifications include the Qualified Associate Financial Planner, QAFP* designation. He enjoys putting this knowledge into practice by working with our clients to develop a plan through a disciplined approach that will help them reach their financial goals and dreams.
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Maria Gibson

Client Experience Specialist

maria.gibson@ipcc.org

Maria has earned a diploma in Administrative Services and brings over nine years of administrative experience and to her role as a Client Experience Specialist.
Maria is dedicated, reliable and supportive and is passionate about helping clients reach their financial dreams. She works directly with our Advisors to process trades, book appointments, resolve account enquiries and help ensure our office runs smoothly.
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Laura Robertson

Client Experience Specialist

laura.robertson@ipcc.org

Laura joined our Winnipeg office in 2015 as a receptionist and realized she had a passion for financial services.
After completing the Canadian Investment Funds Course and becoming a Licensed Assistant, Laura works alongside our Advisors to help answer financially-related questions and help to ensure documentation is processed properly.
Clients love Laura’s dedicated, dependable and supportive approach and her drive to help clients reach their financial goals.
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Jackie Barber

Client Experience Specialist

jacqueline.barber@ipcc.ca

The quality of the client experience is largely dependent on the quality of the administrative team.
Jackie has excelled in her role on our team as an expert client account administrator and skilled trouble-shooter for more than 25 years! As a Licensed Assistant, the knowledge she has gained through experience is unparalleled, and she is a valuable resource to all parties to ensure that every aspect of your account management runs smoothly. Her focus on getting the job done right -- as a personal commitment to each client -- makes her a true partner in your success.
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Yasmin Seitz

Client Experience Specialist

yasmin.seitz@ipcc.ca

Yasmin is a Licensed Assistant and holds a Bachelor of Business Administration degree in Marketing. Another long-term team member since 2005, she goes the distance to make sure that our clients always give her an ‘A’ for customer service – with a personal touch.
Experienced, efficient, thorough, technologically astute and cheerful. Whether you are calling in to enquire about our services, or you are an existing client, Yasmin makes the experience comfortable and enjoyable.
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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

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.


2 Offering investment services under the Mutual Fund Dealers Association of Canada (MFDA), IPC Investment Corporation offers a wide range of mutual funds options.

 

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.