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.


 

 

Lise AllinBSc, MPA, CLU, ChFC, CDFA

Financial Advisor

Lise Allin has been a financial advisor for over 30 years. She graduated from Queen's University with a Bachelor of Science (Honours, Biology) and a Masters of Public Administration. She is a Chartere...
Read more

Ted CragoB.Eng.

Financial Advisor

Ted Crago, B,Eng. is a dual licensed (both mutual funds and life licensed) financial advisor and has been practising since 1993. He joined IPCC in 2012. Ted is a proud descendant of a family with stro...
Read more

Neil Denison

Financial Advisor

Neil Denison is a dual licensed financial advisor (both mutual funds and life insurance) and has been in the business since 1998. Neil joined IPCC in 2012. Neil comes from a farming background: his fa...
Read more

Bernie Tenbult

Life Licensed Agent

Bernie Tenbult is life licensed and has been a life insurance and segregated funds specialist with IPCC since 2012. Bernie comes to IPCC with many years experience in the banking industry with TD Bank...
Read more

Laurie Ann Kidd

Executive Assistant

Laurie Ann Kidd is our IPC Belleville front desk Executive Administrative Assistant. Laurie Ann is responsible for coordinating appointments and communicating with clients, advisors and supplier compa...
Read more

Joe Charlton

Executive Assistant

Joe Charlton is an Executive Assistant with responsibilities in our trade processing department. Joe has been with IPCC since early 2018 and comes to us with a wealth of computer experience and websit...
Read more

Rolf Busch

Executive Assistant

Rolf Busch is our Executive Assistant at IPC with data management responsibilities. His background is in art and literature, where he developed his meticulous nature for detail. Rolf is a skilled art ...
Read more

Lisa Dwyer

Executive Assistant

Lisa Dwyer joined the Belleville IPC team as an Executive Assistant in 2017. She is a Loyalist College graduate (Residental Design, Architectural Technician and Survey Engineering) and comes to us wit...
Read more

Andrew Maclean

Life Insurance Specialist

Andrew Maclean has been a life licensed advisor with IPCC since 2015. He attended Andrew's University in Berrien Springs, Michigan (BBA, Accounting) and has seven years experience with IPCC as a Senio...
Read more

Our Consultants

Rana Chauhan

Chief Investment Strategist, Counsel Portfolio Services

Michael Kelly, CIM®, FCSI®

Regional Vice President & Portfolio Manager, IPC Private Wealth
 

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.