Our Team

 

Building Your Future. One decision at a time.

Bringing over 20 years of experience to provide you with sound, reliable financial advice to help you achieve financial independence and peace of mind.


 

 

Peter Tavener

Certified Financial Planner®

Peter Tavener is a Certified Financial Planner® and holds a Level II Life & Disability Insurance License. He has been helping build financial plans for people for the last 20 years. He utilizes his Business Management experience and knowledge to help people build solid found...
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Marilyn Tavener

Office Manager

Marilyn is responsible for general administrative and reporting functions, as well as ensuring that all transactions you authorize are completed in a timely and accurate fashion. Marilyn’s most recent experience was as a small business owner in Newmarket. Prior to that, Mari...
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Daniel Tavener

Client Care Manager

Dan has a General Business Degree from Seneca College and joins the team with 5 years of retail experience including 3 years as a Retail Manager, followed by 6 years wholesale experience in both purchasing and inside sales roles. Dan has also been an active community volunte...
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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
 

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.