Our Team

 

 

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


 

 

Marco Berardi

Financial Consultant

As a Financial Consultant with Investment Planning Counsel, my objective is to help you and your family achieve your financial dreams and goals. Everyone's lifestyle is individual – priorities and val...
Read More

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
 

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 Ontario Hockey Federation (OHF) 

Marco Berardi volunteers with The Ontario Hockey Federation (OHF). Marco has been on the NYS Executive for two years and involved with Coaching and Managing teams for 8 years. He goes above and beyond what is expected to ensure everyone, Parents and players receive fair and equitable treatment both on and off the ice. Marco has been invaluable to our organization and we would not be able to progress the way we have without him..