Our Story

 

Our Story

We are Certified Financial Planners with over 20 years of industry experience. We provide a complete range of consulting services to individual and corporate clients including portfolio, estate, tax, retirement and insurance planning.

We handle our client’s finances as carefully as we do our own. We want to know you and will immerse ourselves in the centre of your finances so that we can see your entire financial snapshot and ensure the recommendations and advice you receive is in your very best interest. We start by taking a thorough look into your financial history and work with you to create a comprehensive plan that will set you on the best course so you may Live Your Dreams!

 

We are proud to partner with a firm who fully supports our vision of delivering the best possible solutions to achieve your financial dreams. Investment Planning Counsel (IPC) is a Canadian wealth management company, with over $24 Billion of investment assets under administration and over 900 advisors across the country. IPC is part of IGM Financial Inc., a TSX listed company, and a member of the Power Financial Corporation group of Companies, one of the largest financial Companies in Canada. The strength and stability ensures that our clients receive the care and attention they deserve to help them achieve their goals and live their dreams.

Kari LuptonCFP®

Certified Financial Planner®

Kari Lupton is a Certified Financial Planner with over 20 years of experience working with families in Lambton County. Kari specializes in financial planning, estate planning, inheritance succession, ...
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Jill CookCFP®

Certified Financial Planner

Jill Cook is a Certified Financial Planner with over 10 years of industry experience. She believes that Financial Planning is the foundation for a clients' well balanced financial future. By taking at...
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Emily Stewart

Licensed Assistant

Emily joined our team in 2019 as a licensed assistant. Emily assists Kari with the administration and preparation of account reviews, financial planning and implementation of our Wealth Management Exp...
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Josta Greenwood

Financial Consultant

Josta Greenwood is a Financial Consultant with over 20 years of experience. She has built a successful financial planning practice by listening carefully to the concerns of her clients. She works clos...
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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.