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



John KlotzBA, 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 Consu...
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Jeremy KlotzB. 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 ab...
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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 i...
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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.
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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, IPC 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.