Our Team

 

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


 

 

Steve HillierCFP®, CIM

Certified Financial Planner

Steve has three major areas of service that he provides: Retirement Income Planning and Estate Planning to Pre-Retired and Retired Clients. Complete Financial Planning to families who want to pay off ...
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Joseph BeckerFPSC Level 1®, RFRA

Associate Advisor

With a background in both investing and lending from his time as a Financial Advisor at a major Canadian bank in Lanark County, Joe sees opportunities for savings and efficiencies in both his clients ...
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Tammy VisserRDA

Administrative Assistant

For more than 20 years I have trusted Steve to execute my family’s financial plan. When the opportunity arose to join Steve, I was honoured to join their team of dedicated professionals. Since joining...
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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

 

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 Perth and Smiths Falls District Hospital

In association with the generous support from the Smiths Falls and area communities, we work together to provide our the necessary funds for medical equipment and to modernize in-patient and out-patient facilities in Smiths Falls, not provided by the Ministry of Health & Long-Term Care.





 

 

The Perth and District Community Foundation

Vision: To be a leader in helping build a smart, vibrant and caring community.
Mission: To encourage philanthropy and build a sustainable fund to support local needs, nurture capacity and enrich the quality of like throughout our community.