Meet Our Team



Left to right: Bruce GabelGeorge VanArragonClarence BickLetitia FluitDan BickMarie PhillipsBrian JohnsonWarren Faloney

Bringing over 20 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

We have joined forces with IPC Securities Corporation to offer value added investment and insurance solutions for clients. Our core values emphasize the importance of personalized service, integrity and honesty. The firm is focused on offering a full range of services that are suitable and appropriate for each client.

We take a broad approach to investment advice and a holistic approach to financial planning. Through our KYC (Know Your Client) process, we develop the relationship and understanding needed to consider a client’s stage in life, personal circumstances, risk tolerance, investment and retirement goals.

To grow and protect our clients' assets is our objective. Financial security is the result for the client.




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.

Local charities we support:
Theatre Ancaster
Hamilton All-Star Jazz Band
Ancaster Youth Soccer
Ancaster Community Services
McMaster Childrens Hospital
World Vision
Beginnings Family Services