Bringing over 31 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.



Robert S. MetcalfeCFP®, CIM, FCSI

Financial Advisor

Bob's primary responsibility is to work directly with clients in the establishment and maintenance of comprehensive financial plans. Depending on each individual's personal needs this could involve an...
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Lois Metcalfe

Executive Assistant

Lois' primary responsibilities are processing all transactions on behalf of clients. Lois' daily activities include setting up automatic purchase programs, revising banking information, and address ch...
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Phyllis Pennock


Phyllis' primary responsibility is reception. She also assists Lois and Bob in servicing client needs as well as being in charge of special initiatives. Phyllis has worked in a variety of office setti...
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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

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.