Our Team

 

Bringing over 20 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.


 

 

Ted TwoheyCFP®

Investment Advisor

Ted Twohey has been in the financial industry for 19 years. He entered into partnership with Investment Planning Counsel in November 2008. Ted is a well known and respected Financial Planner in the Du...
Read more

Sarah Thompson

Executive Assistant

As Executive Assistant for Ted Twohey, Sarah's responsibilities include being the first point of contact for all client interactions and managing the day to day daily duties of the office. Sarah has o...
Read more

Our Consultants

Corrado Tiralongo

Chief Investment Officer, Counsel Portfolio Services

Rana Chauhan

Chief Investment Strategist, Counsel Portfolio Services

Rahim Dhalla, CIM

Director, Portfolio Management, 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.