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

John Klotz

BA, CFP®, CLU, CH.F.C, RHU, TEP
Financial Planner

John is a graduate of the University of Toronto (BA) and the Canadian Institute of Financial Planning (Toronto) . He has successfully achieved the Chartered Life Underwriter, ...

Jeremy Klotz

B. Math
Associate Advisor

A recent graduate of the University of Waterloo, Jeremy excels at financial matters. A keen student of the market, Jeremy has worked in wealth management and various technolog...

Sharlene Keenan

Executive Assistant

Sharlene is a highly qualified assistant with 20+ years of experience. She handles the day to day transactions of our clients. She is very familiar with all the workings and s...

Amy Rotenberg

Client Services Manager

Amy has over 20 years of experience in the financial services industry. She prides herself with excellent client relationships and top flight communication skills. She is a va...

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John Klotz

BA, CFP®, CLU, CH.F.C, RHU, TEP
Financial Planner

John is a graduate of the University of Toronto (BA) and the Canadian Institute of Financial Planning (Toronto) . He has successfully achieved the Chartered Life Underwriter, Chartered Financial Consultant, and Registered Health Underwriter designations , as well as the Trust and Estate Practitioner designation through the Society of Trust and Estate Practitioners (London, England). He is a member of the Financial Planners Standards Council in Canada and a member of Advocis, formerly the Canadian Association of Insurance and Financial Advisors. John has 20 years experience in the Financial Services industry. He is also President of Northwood Mortgage Life .

John is a much sought after public speaker regarding his area of expertise, mainly financial planning. He is chair and founder of Toronto Talks, a successful monthly speaking series featuring experts in and around the GTA. He is consistently recognized as one of the industries more forward thinking financial advisors. He has written numerous articles and is quoted regularly.

John’s motto is…Just Pay Less Tax and he helps his clients do just that.

 

Insurance products available through Northwood Mortgage Life Insurance Corporation.

Jeremy Klotz

B. Math
Associate Advisor

A recent graduate of the University of Waterloo, Jeremy excels at financial matters. A keen student of the market, Jeremy has worked in wealth management and various technology roles. He is excited about his career as a financial advisor at Northwood Financial. He is currently working on his CFA designation and other licenses and designations.

Sharlene Keenan

Executive Assistant

Sharlene is a highly qualified assistant with 20+ years of experience. She handles the day to day transactions of our clients. She is very familiar with all the workings and subtleties of running an insurance and investment office. She is an indispensable part of our team. You will find her very pleasant to deal with!

Amy Rotenberg

Client Services Manager

Amy has over 20 years of experience in the financial services industry. She prides herself with excellent client relationships and top flight communication skills. She is a valued member of our team.

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.