Bringing over 30 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.


 

 

Kevin LockCFP®, EPC

Financial Planner

Kevin is your Certified Financial Planner (CFP ®) with over 20 years of experience in direct financial planning, investing, income tax preparation and estate planning services. He works closely with t...
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Sarah LockEPC, CEA

Financial Advisor

Sarah is Kevin’s niece and has been working with him since early 2012. She has over 14 years experience in the financial services industry, which includes a banking background. She is a licensed Mutua...
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Sheila LockEPC

Administrative Assistant

Kevin’s wife, Sheila, has always been involved in the background with various administrative tasks. Now, in addition to those duties and having retired from a 35 year career as a Dental Hygienist, her...
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Travis LockEPC

Administrative Assistant

Travis is our in-house paperwork preparer and sometimes a contact on the phone. He makes the flow of our clients meetings much smoother. Ensures the accuracy of all client information for regulatory p...
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Our Consultants

Corrado Tiralongo

Chief Investment Officer, Counsel Portfolio Services

Rana Chauhan

Chief Investment Strategist, Counsel Portfolio Services

Rahim Dhalla, CIM

Director, Portfolio Management, IPC 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.