Your Financial Planner serving White Rock, Surrey, Delta, Langley and Vancouver



Tom WatsonCFP®

Financial Planner

Credentials Certified Financial Planner®, Canadian Securities Course, IFIC Canadian Investment Funds Course, International Association of Financial Planners
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Samantha RobinsonCFP®

Financial Planner

Samantha is a Financial Planner and has been with IPC since the start of 2015. She has earned her CERTIFIED FINANCIAL PLANNER® designation. She also holds her Canadian Mutual Funds License along with ...
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Robert TrickettCFP®, CEA

Financial Planner

Robert is a professional dedicated to helping clients by ensuring that they receive the highest level of service. He looks forward to forming relationships with clients and giving them peace of mind w...
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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, IPC 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.