Bringing over 25 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Ted Twohey

CFP®
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 Fi...

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 o...

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Ted Twohey

CFP®
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 Durham area.

Ted takes a comprehensive and personalized approach to managing the financial planning needs of his clients in order to allow them to achieve their goals and realize their dreams. He is committed to growing each client's net worth by providing objective advice for their overall financial planning needs – from borrowing, to investing to retirement planning.

Ted obtained his Bachelor of Commerce from Concordia University in 1995. He also holds his Certified Financial Planner (CFP®), Mortgage Agent Licence (M09000123)*, Life Licence Qualification Program (LLQP) designations and has successfully completed Professional Financial Planning (PFPC) and Canadian Securities Course (CSC).

In his spare time, Ted enjoys participating and being an active member of the Lindsay Rugby Club. Ted and his wife Tracey, have been life long Lindsay residents and have two kids.

*Mortgage Broker services provided by Mortgage Intelligence (Lic.#: ON 10428 | SK 315857).

 

Insurance products available through Edward Gregory Twohey

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 over 20 years financial industry experience. Prior to joining Investment Planning Counsel, Sarah worked at CIBC obtaining many various roles, including Ted’s Financial Service Associate for over five years.

Sarah has completed her Canadian Securities Course, Branch Managers Course, & Conduct & Practices Handbook thru the Canadian Securities Institute.

Sarah and her husband Al, reside in Port Perry, with their son Alec.

Our Consultants

 

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.