Our mission is to bring prosperity and security to our clients lives. 

Our business philosophy is based on five beliefs:

Treat our clients like family.

Listen to what our clients have to say.

Provide sound financial advice to help them achieve their goals.

Meet regularly to keep them on track.

Create peace of mind for our clients so they can live their life.

Our goal is to assist you to achieve your goals, throughout all stages of life. Let’s create a future together. Don’t dream your life, live your dream……


 

 

Rick UmbrioCPA, CIM, PFP, RRC

Financial Advisor

As a Financial Advisor with IPC Securities Corporation, I work with my clients to help them reach their goals through effective financial planning and investing. I help clients plan for short-term and...
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Our Consultants

Rana Chauhan

Chief Investment Strategist, Counsel Portfolio Services

Corrado Tiralongo

Chief Investment Officer, Counsel Portfolio Services

Rahim Dhalla, CIM

Director, Portfolio Management, IPC Portfolio Services

Eddy Aceti

Accountant, Aceti Falcone, LLP
CPA CGA BA LPA

John Quaglietta

Barrister & Solicitor, RQ Partners, LLP
JD

Andy Lupescu

Mortgage Agent
DLC Clear Trust Mortgages Inc
 

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 Canadian Cancer Society is a national, community-based organization of volunteers whose mission is the eradication of cancer and the enhancement of the quality of life of people who have cancer.

 

Crohn's and Colitis Canada is the only national, volunteer-based charity focused on finding the cures for Crohn's disease and ulcerative colitis and improving the lives of everyone impacted by these diseases.

 

Every day, all over the world, a life-threatening blood disease strikes a child. Hemoglobal® is working to improve survivals in children in Asia.