IPC Investment Corporation
Tim Borody joined IPC Securities Corporation in 2015 as Brad’s Strategic Planning Associate. As we expanded our team there was an oppor tunity for Tim to join IPC Investment Corporation as
an advisor. In his new role as a Financial Advisor, Tim’s years as a CPA specializing in finance and investment management will be an asset, as will his experience working with individuals, small
business owners and corporate clients.
Tim is passionate about helping individuals and business’ put a financial plan in place that is in line with their values, goals and objectives, With a focus on savings, effective tax planning, cash flow projections, and wealth transfer strategies Tim helps client families meet their goals and finish well. His analytical skills and exper tise in corporate finance and accounting qualify him as a valuable member of our team. Tim assists us in putting together financial plans that are tailored to the goals of each client family. This enables them to live a life of meaningful significance. Tim’s honesty and integrity are apparent in his interactions with each client family. Clients can have peace of mind that they are on the path to reaching their goals and finishing well.
Tim recently married his wife Laura who is an amazing chef. When not at work he can be found sampling one of Laura’s newest creations, attending a Jays game, or watching football with Brad.
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Chief Investment Strategist
Counsel Portfolio Services
Rana Chauhan is the Chief Investment Strategist for Counsel Portfolio Services. As Chief Investment Strategist, Rana maintains a close relationship with all of Counsel’s investment specialists, allowing him to keep his finger on the market’s pulse and on global economic developments. He is responsible for helping Advisors understand how economic and market events impact their clients’ investments.
Rana also provides research and development support to Advisors. Acting as an institutional conduit to Counsel’s sub-advisors, he hosts due diligence sessions with Advisors and selected investment specialists. As host of Counsel’s quarterly Market Monitor Audiocasts, Rana gets market perspectives from Counsel’s investment specialists, asking the questions that are on the minds of investors.
Rana was instrumental in the creation of Counsel Portfolio Services. He was previously the Investment Strategist for Investment Planning Counsel Inc., prior to which he had spent two years as a Canadian Equity Analyst with a Municipal Pension Fund, and two years as an International Equity Analyst with a U.S. Bank. He has been involved in the investment industry since 1987.
Rana is a member of Counsel’s Product and Investment Committees and a graduate of Medical Physics from University of London in England.
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Geoffrey Taylor, CFA
Director, Portfolio Management & Head of Trading
IPC Portfolio Services Inc.
As part of Brad & Laurie Smith's financial team, Geoffrey Taylor works closely with our group to implement the Private Wealth solution that fits your needs.
Geoffrey Taylor assumed the role as Director of Portfolio Management and Head of Trading for IPC Private Wealth since July, 2016. Geoff has been involved with IPC Private Wealth since its launch in 2009, in various roles with the team. Most recently, Geoff was a member of the portfolio Construction team, working with Advisors to help them devise portfolio solutions for their clients.
Geoff has over 20 years experience in the investment industry. Prior to assuming his role with IPC Private Wealth, he was with a national full service boutique investment dealer for number of years where he headed the portfolio advisory group and was responsible for helping advisors in their relationships with high value investors. Previously, Geoff was an Advisor as part of a high net worth investment team at a major bank-owned investment firm. Additionally, he has held other advisory, trading and investment banking positions with various large Canadian bank-owned securities dealers and investment counsel firms.
Geoffrey is a CFA Charterholder and holds the Canadian Investment Manager (CIM) designation, along with numerous industry courses. Geoff has held the CFA designation since 2001 and the CIM designation since 1997. Geoff is registered with IIROC as a Portfolio Manager and as a Registered Representative.
Joel Penfold, CIM®
Counsel Portfolio Services
As part of Brad & Laurie Smith’s financial team, Joel Penfold works to implement the Private Wealth solution that fits your needs.
Joel assumed the role as Portfolio Strategist with IPC Private Wealth in July, 2016. As a Portfolio Strategist Joel is a member of the Portfolio Construction team, working with Advisors to help them devise portfolio solutions for their clients.
Joel has over 10 years of experience in the investment industry. Prior to assuming his role as a Portfolio Strategist he spent time in various roles of the industry with Investment Planning Counsel. Previously he spent time as an Investment Advisor working with client families, he has supported Advisors in a sales and coaching role as a Regional Manager, and spent time with the Portfolio Management team as a Portfolio Analyst.
Joel has held the Chartered Investment Manager (CIM®) designation since 2010, and has completed numerous other industry courses.
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Madorin Snyder LLP
Family & Civil Law Specialist
Leanne is a partner at Madorin, Snyder LLP, having joined the firm in 1998. Madorin, Snyder is a full service law firm, serving clients throughout the Kitchener/Waterloo area and beyond for the last 60 years.
Her practise includes estate planning, estate administration and assisting clients with substitute decision making, and mental capacity planning through the use of Powers of Attorney. In addition to estates, her practice includes all areas of family law. Leanne enjoys serving on the panel for the Office of the Children’s Lawyer.
Raised in Salford, Ontario, Leanne spent the first 18 years of her life doing “chores” on a dairy operation. Leanne attended the University of Waterloo and graduated in 1993 with an honours B.E.S. Cooperative in Geography/Geology. She attended law school at the University of Ottawa, graduating cum laude, and spent three winters skating to school on the canal.
Leanne supports many local charitable and community organizations. She is the past President and past board member of Big Brothers, Big Sisters of Waterloo Region. She is a past President and a long service board member of the Family and Children’s Services of Waterloo Region. She also volunteers with her children’s lacrosse, hockey and baseball teams. Leanne, her husband and two busy children reside in Kitchener.
| ||Julia Bernier, Mortgage Agent |
Mortgage Agent #M11002004
Julia has been a full-time Mortgage Agent for over six years. She started her career at Concierge Mortgage Group- network partner of Invis/ Mortgage Intelligence and just recently became a part of a local team of like-minded professionals at Invis Inc.
Julia got her start in the banking industry with TD Canada Trust and worked in a number of roles over her 6 years there. In her last 3 years at TD she was a Financial Services Representative and it was through that role that she learned how to help clients address their day to day banking, investment and financing needs. That experience gives her a unique perspective which allows her to provide well-rounded advice to her mortgage clients.
Working as a Mortgage Agent, Julia has access to a variety of different lenders (big banks included) which helps her come up with customized solutions for each and every client. Julia is proud of the service she provides her clients and finds joy when she is truly able to help a client save money or gain understanding around the biggest debt most of them will ever take on, their mortgage.
Kitchener-Waterloo has been Julia’s home her entire life and she enjoys giving back to her community by participating on various charity committees supporting local organizations. In 2016 Julia became a mother and loves the adventures her new role as “Mom” have taken her on so far. When she is not keeping busy with work or her daughter, she takes piano lessons, enjoys walking her dogs and spending time with friends and family at home and at her cottage.
|Angelique J. de Nijs, CPA, CA, B.A. |
Chartered Professional Accountant
Licensed Public Accountant and Partner
Clarke Starke & Diegel LLP
Angelique has over 10 years of experience in public accounting. She became a partner at Clarke, Starke & Diegel Chartered Accountants (CSD) in 2013. Her team at CSD has over 44 years of experience supporting local businesses and individuals with its full range of professional services. Angelique believes in the value of developing long-lasting relationships with her clients. Accounting and income taxes can be a source of anxiety for many individuals, as well as businesses. Angelique has made it her mission to relieve these stresses and deliver peace of mind to her clients. Her goal is to be part of your trusted team of advisors; contributing her professional expertise on your journey to financial wellbeing.
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Power to Change
Non-Profit & Charitable Consultant
Gregg Hinzelman has invested over 2 decades in the charitable sector. His experience ranges from humanitarian and cross cultural ministry, to providing strategic life coaching to entrepreneurs and high level executives. Currently, Gregg works with leaders from a variety of industries, partnering with them find ways of leveraging their gifts, passions, platforms and resources to impact our world. His expertise lies in helping prospective donors discover opportunities that best match their heart and interests. Gregg has a broad network of leaders in both the for-profit and non-profit industries, and has a passion to help people make a difference in our world. Having lived in California, Texas, Colorado, Georgia, BC and Ontario, and also having spent time in 20 nations around the world, Gregg brings a broad perspective to philanthropic ventures.
Gregg currently serves with Power to Change, a diverse and global Christian ministry focused on helping connect people’s current realities with God. He is married is married to Joanne, and they have two teenaged children.
| ||Canadian National Christian Foundation |
CNCF is a registered Canadian public charitable foundation that serves Christian donors using a philanthropic vehicle called a donor-advised fund or DAF. A DAF allows donors to make a charitable contribution, receive an immediate tax benefit and then recommend grants from the fund over time. An easy way to think about a donor-advised fund is like a charitable savings account: a donor contributes to the fund as frequently as they like and then recommends grants to their favorite charity whenever they are ready.
For more than a dozen years, CNCF has been helping donors multiply their impact and simplify their giving now and through legacy gifts. For more information visit www.cncf.ca or email email@example.com.
| ||PPI Solutions |
Leading Insurance Solutions Provider
PPI Solutions, a leading marketer of insurance solutions, supports our IPC team with technology, tools, education and resources to help us better serve our clients. Established in 1978 and with 16 offices across Canada, PPI offers actuarial, tax and specialized expertise in all aspects of life insurance, and specifically in the design of innovative strategies and ground-breaking products.
PPI’s complementary marketing channels are PPI Advisory, dedicated to the high net-worth market, and PPI Solutions, serving the broader Canadian market. Through independent insurance advisors, PPI provides our team with access to individual life insurance, critical illness insurance, long term care insurance, disability insurance, group insurance and executive benefits from major Canadian insurers.