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.


 

 

Phil Jackson

Financial Advisor

Phil Jackson has been providing financial strategies for his clients since 2003. His previous career serving the industrial and manufacturing industry has assisted him in explaining investment strateg...
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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
 

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.

 

The Collingwood Chamber of Commerce has become the voice of Collingwood's business community, and one of the largest and most active Chambers of Commerce in the region. The Collingwood Chamber of Commerce constantly evaluates and formulates policy and positions on a vast array of business issues based on our members needs.

 

 

 

 

In 2017 the Rotary Club of Collingwood set plans to develop the Rotary Community Hub -- our Legacy Project. The vision for this project was cast almost ten years ago – to build a Rotary landmark, establish a social enterprise for revenue generation and an investment source for community capacity building.

 

 

 

 

 

I was presented a 5 year Volunteer Service Award last month in recognition of the dedication and commitment to serving on the board of directors for Etobicoke Services for Seniors. Not only have I specialized in retirement and estate planning but I also volunteer in the community assisting seniors.