Meet Our Team

We have a team approach to ensure that you receive the highest level of service, and financial peace of mind. We are responsible for analyzing your personal financial situation and creating a comprehensive or modular financial plan which outlines various strategies to help you achieve your goals. Working with our Professional Advisory Board, we co-ordinate and implement all aspects of your overall plan.

Paul Edmiston, CFP
Co-Branch Manager
paul@ipcadvisor.com

David Lamb, CFP
Co-Branch Manager
david@ipcadvisor.com 


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David and Paul each have over 20 years of experience and are financial and estate planning professionals. They have completed the Certified Financial Planners course (CFP), and the Elder Planning Counselor Course (EPC ). They have operated as business partners and Branch Managers for the London IPC office for the past 15 years. They are responsible for analyzing your personal financial situation and creating a Personal Wealth Management Strategy to help you achieve your goals. Working with their Professional Advisory Board, they coordinate and implement all aspects of your overall financial plan. By adhering to the Portfolio Management System, they provide their clients the discipline needed to be a successful investor.

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Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.