Our Team

View more

 

Bringing over 28 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.


 

Gary FortuneBBA, CFP®, RFP, EPC

Registered Financial Planner

Gary has been assisting clients with their financial needs since 1986. His proudest accomplishments are his long-term relationships with his clients. Gary has built his financial planning practice on ...
Read More

Lori Steeves

Financial Planner

Following graduation from Mount Saint Vincent University Lori worked for several years in the fields of education and the non-profit sector. She joined IPC (Formerly Hicks Financial Solutions) in 1997...
Read More

Darlene Butland

Director Of Administration

Darlene Butland is a motivated person who performs a wide variety of administrative tasks to ensure the smooth, efficient processing of client documentation and exceptional personalized service. Her v...
Read More

Heather Cruickshank

Administrator

Heather assists in preparation of client documentation and various administrative tasks. She works closely with Darlene and the advisors to make the office run smoothly and efficiently by filling in w...
Read More

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

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 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 effect of their efforts are always rewarding.