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.

With over 70 years of collective experience, we believe that the two most important ingredients to a long and healthy retirement are good health and freedom from worry –– especially about money. Of course, ensuring good health is outside our expertise, but freedom from financial worry is at the very essence of what we do. 

We work closely with our clients to help them define what they want out of life, and then use every resource in our power to help them make that picture come to life. Whether a client is nearing, newly or fully retired, we follow a Progressive Planning Approach™ that includes straight-forward written strategies, personal service and regular updates along the way. 

A good night’s sleep. A comfortable outlook. A confident decision. Peace of mind. No matter how our clients describe it, we’re honoured and privileged to say that our business has been built by word of mouth. And there’s no greater compliment than that.


 

 

Ronald P. HarveyCFP®, C. Dir. Fellow of FPSC™, FCPA, FCGA

Senior Financial Advisor

Ron has 25 years of experience working in the Financial Planning industry, following 20 years in public accounting, government and private industry. He is a Senior Financial Advisor at Planning Your Peace of Mind, a successful financial planning office in Ottawa- part of Inv...
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Sharon BoothroydB.A., CFP®

Senior Financial Advisor

Sharon is a senior financial planner with Investment Planning Counsel with over twenty years’ experience. Sharon’s clientele are people who work closely with her to define their goals, dreams and aspirations. In serving her clients’ best interests, Sharon ensures the investm...
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Jennifer Waterman

Associate Advisor

  Over the past 25 years Jennifer has held a variety of positions in the financial services industry.  She began her career with a leading trust company before an opportunity led her to work at the head office of several well-respected mutual fund dealers in the Ottawa area....
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Kay Mistry

Office Manager

Kay became an Office Manager for a financial services firm in 2007. She immediately obtained her IFIC Investment Funds in Canada and Investment Operations Fund Course and has been working in the business ever since. Kay then joined Investment Planning Counsel in June 2014.  ...
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Our Consultants

Corrado Tiralongo

Chief Investment Officer, Counsel Portfolio Services

Rahim Dhalla, CIM

Director, Portfolio Management, Counsel Portfolio Services

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 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.