Our Team

 

Bringing over 15 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.


 

 

Larry WalshB.Comm., CFP®, CLU

Financial Advisor

Areas of Focus: Personal Financial Planning Retirement Planning Tax & Estate Planning Wealth management Insurance Needs Analysis RRSP’s, RRIF’s, TFSA’s and RESP’s Life, Disability and Health Insurance...
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John SpencerCFP®

Financial Planner

Areas of Focus: Personal Financial Planning Retirement Planning Tax Planning Wealth management RRSP’s, RRIF’s, TFSA’s and RESP’s John is a long time resident of Kingston and the surrounding area. Afte...
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Patricia Valente

Executive Assistant, Branch Manager

Patricia Valente joined the team over 13 years ago and assists in all aspects of preparing and administrating client portfolios and mutual fund transactions. Patricia has successfully completed the “C...
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Brandi Wales

Executive Assistant

Brandi Wales joined our team in April of 2006 and has proven to be a true asset to our Financial Services team. Brandi provides the financial planners with administrative and client service support. S...
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Robyn Woodman

Financial Services Receptionist

Robyn joined our team in December of 2014. She has many years’ experience in the customer service and administrative industry. Robyn is responsible for assisting and greeting our clients, while provid...
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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.