Our Team

 

Combining our diverse experience to help you achieve Personalized Wealth and peace of mind by providing sound, reliable financial advice Made Simple.

Our clients know they can rely on:

● a defined, consistent approach to financial planning

● a commitment to a long term relationship

● a clear & transparent map to execute your financial plan

We're happy to discuss our value-added offering with you and illustrate how it compares to the various other options in the market.


 

 

Jaspal S. MundiB.Comm., CFP®

Certified Financial Planner®

I'm a Certified Financial Planner (CFP®) with a Bachelor of Commerce degree from the University of Alberta. Since entering the Wealth Management industry in 1996, I've been the primary Wealth Manager ...
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Donna WorthingtonCFP®, EPC

Certified Financial Planner®

Donna embraces two major careers. As a Registered Nurse, Donna won the YWCA Woman of Distinction Award for her “Clean Hands / Dirty Hands” Program. She has presented her program at international confe...
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Thais McKeeB.A, M. Ed., CHS, CLTC

Financial Advisor

I'm a Certified Financial Planner (CFP®) with a Bachelor of Commerce degree from the University of Alberta. Since entering the Wealth Management industry in 1996, I've been the primary Wealth Manager ...
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Katie Stewart

Licensed Assistant & Insurance Advisor

When Katie joined our team in 2018, she already had five year’s experience in the industry. Katie quickly stands out as client-centered, focussing her energy on tailored strategies for individuals, fa...
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Ruby Alabar

Client Service Assistant

Ruby joined our team in June 2019 with several years of previous financial services industry experience. She works with our team of Certified Financial Planners to support daily operations and to prov...
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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
CIM
 

Supporting the communities within which we work

 
ipc cares

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.

 

 

Supermun

Jaspal Mundi helps to organize and run the annual SuperMun Charity Golf Tournament held in Edmonton, AB. This fun & memorable event is hosted by Jaspal’s family and friends in loving memory of Mandeep (Mun) Grewal – a beloved husband, father, son, brother, cousin, and uncle. We raise funds to support the great work done by various local and national charities. Our goal is to raise $1Mover time in honor of our beloved Mun who left us too soon.