Our Team

 

If you’re like most Canadians over 50, you’ve found that with time and success, managing long-term financial decisions is something that can no longer be left to a ‘once-in-a-while’ activity. With economic headlines, changing tax laws and the growing complexity of investment options, it takes professional oversight to ‘sweat the details’ of a financial plan on a day-to-day basis.

At Investment Planning Counsel in Niagara Falls, we invest our time in staying abreast of trends, laws, strategies and options for investments, tax, estate, education, and retirement planning. Our clients know and appreciate that we’ll leave no detail to chance in creating a unique and tailored solution to achieve their dreams –– in the shortest and most tax-efficient means possible.

Our commitment: to be a consistent source of financial advice, respect and personal service in pursuit of your future dreams.


 

 

Guy Burberry

Financial Advisor

After graduating from the University of Western Ontario in 1995, Guy began his financial planning career at a local independent financial planning firm, and over the past decade he has helped many peo...
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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
CIM
 

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.