Our Team

 

Over 400 families in and around Moncton, New Brunswick trust us to provide financial advice and guidance on just about every money topic a family can encounter. We believe in following a practical and sensible approach to money management. It’s a simple philosophy, but patience and a practical approach have led to far richer rewards rather than the latest investment fad, or chasing an elusive rate of return. Our goal is to become trusted as the “go-to” resource on all things related to money. That’s why we keep our finger on the pulse of what matters most to clients and what role money can play in a lifetime. And it’s also why we have built and continue to foster a network of relationships with respected financial specialists. Our clients know and appreciate that we work tirelessly to eliminate “Money Stress” from their lives so that they can make financial decisions with confidence.


 

 

Dereck Slattery

Financial Advisor

Over 400 local families trust Dereck Slattery & the Slattery Team of Investment Planning Counsel to provide financial advice and guidance on just about every money topic a family can encounter. And as...
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Lise Gillis

Administrative Co-ordinator

Lise Gillis has ten years experience in the tax preparation industry, five years as the administrative co-ordinator for Investment Planning Counsel in Moncton & overall, many years of experience in th...
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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.