Bringing over 25 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Tom Watson

CFP®
Financial Planner

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

Samantha Robinson

CFP®
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 ...

Robert Trickett

CFP®, 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 gi...

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Tom Watson

CFP®
Financial Planner

Credentials

  • Certified Financial Planner®,
  • Canadian Securities Course,
  • IFIC Canadian Investment Funds Course,
  • International Association of Financial Planners

Samantha Robinson

CFP®
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 her Life Insurance License.

 

Samantha enjoys helping her clients with pre-retirement planning and retirement goals with her knowledge, patience, understanding and compassion. Her passion is to prepare a financial plan for her clients so they can envision their years ahead.

 

Her clients often say that they feel more relaxed and clearer on their goals when leaving a meeting with her.

 

When Samantha is not at the office she enjoys getting out in nature and spending time with her close family and friends.

 

An interesting fact about Samantha, is that she has swam in 6 BC lakes in one day!

 

Insurance products available through Samantha Robinson.

Robert Trickett

CFP®, 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 when most needed. 

 

Robert holds the internationally recognized designation of Certified Financial Planner (CFP®). He has also successfully completed the following:

  • Certified Executor Advisor Course (CEA)
  • Canadian Mutual Funds Course
  • Life & Accident/Sickness Insurance LLQP course.   

 

When he’s not working Robert enjoys British Columbia’s backyard whether its fishing in the ocean or local lakes to skiing down the mountain side during the winter.

 

Insurance products available through Robert Trickett 

Our Consultants

 

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.