Meet the Experts


Ahmad Dirawan

Financial Advisor

Daniel Johnstone, CIM®, CFP®

Investment Advisor - National Accounts, IIROC

 

Why should you choose us?

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The Value of Advice

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
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The Cost of Advice

Understanding the different fee models and what each gets you is the start of any good planning exercise.
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Spotted in the news

In our news and blog sections, we provide valuable insights into the financial world from our experts.

31 January, 2024

Money Facts 2024

Important Facts You'll Want to Know Tax rates, RRSP and TFSA contribution limits and CPP benefit amounts change every year. Learn about...
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24 January, 2024

Central Banks, Fixed Income, and the Year Ahead

In our Insights in 5 2023 year-end update, IPC Private Wealth Portfolio Manager Simon Bowers looks back on the year and discusses what...
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18 January, 2024

Money Dates 2024

Here is a summary of all the important dates in 2024 to diarize in your annual financial planning calendar. This guide will help you...
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Market Monitor

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