Our Team

 

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


 

 

Marty Katz

Financial Consultant

Graduating in Business Administration, Marty Katz is a financial advisor with expertise in individual and corporate investing, as well as retirement and tax-advantaged estate planning. In 1988, Marty ...
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Kurt Montgomery

Financial Advisor

Before starting his own financial services firm in 2015, Kurt Montgomery worked for 12 years with a major Canadian Bank. It was during this time that Kurt built on his knowledge and experience to enab...
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Dixie McDonald

Licensed Assistant

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Marilyn Johnson

Licensed Assistant

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Annette Verrier

Administrative Assistant

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Kathleen Shortt

Executive Assistant

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Our Consultants

Rahim Dhalla, CIM

Director, Portfolio Management, Counsel Portfolio Services
CIM

Corrado Tiralongo

Chief Investment Officer, Counsel Portfolio Services

Rana Chauhan

Chief Investment Strategist, 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.