Professional Advisory Board

One of the Principles of Wealth Creation (see Our Philosophy section) is to develop a professional advisory board - financial advisor, money managers, accountant, lawyer and a preferred lender.

Charles Maaskant, CFP 
Charlie was born and raised in the rural clinton area and currently resides in the St. Mary’s area with his spouse and three children. He has over 15 years experience as an investment and estate planning professional. Charlie has successfully completed the certified Financial planners course, and is a member of the Canadian Association of Farm Advisors.

Anne Leeson - CFP 
Anne was born and raised in the rural Petrolia area, and currently resides in London, where she obtained a B.A. degree from the University of Western Ontario. Anne has over 13 years of experience as an investment and estate planning professional. Anne has successfully completed the Certified Financial Planners Course.

Richard Allatt - AMP 
Mortgage Broker
ON Lic.# M08000111
IPC Save Inc.(#10227)
rallatt@sympatico.ca

Richard is an accredited Mortgage professional who provides our clients with mortgages and lines of credit. Richard’s extensive knowledge and experience has been very beneficial in carefully implementing debt management strategies for our clients.

Marty Day
Chartered Accountant

marty@ipcadvisor.com  

Marty is a partner in the accounting firm of Day & Day. She provides accounting advice and tax return preparation for our clients. Marty is always available to answer questions where her knowledge and friendly manner are apparent.

Norm Pizzale
Barrister & Solicitor
norm@ipcadvisor.com  

Norm is a partner in the law firm of Macnamara Pizzale in london. He provides legal advice and will preparation. Norm’s knowledge in the area of estate planning is an invaluable resource to our team.

 


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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.