Bringing over 70 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.


 

 

Gerry Montcalm

Financial Advisor

Gerry Montcalm has been employed in the financial services industry for 45. He founded his own company in February 1994 which specializes in financial planning, employee benefit and retirement plans. ...
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Cheryl Gravelle

Associate

Cheryl graduated from Algonquin College in Ottawa as a business administration assistant in 1980 to start her career as a legal secretary. The nature of the law practice melded into real estate develo...
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Our Consultants

Lee Bowes

Portfolio Manager, IPC Private Wealth

Rahim Dhalla, CIM

Director, Portfolio Management, IPC Portfolio Services

Corrado Tiralongo

Chief Investment Officer, Counsel 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.