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

Mike Dunn

Wealth Advisor

Mike is committed to building long lasting relationships with his clients and helping them reach their financial goals. Every client situation is unique and customizing a plan...

Jane Clarke

Executive Assistant

Jane is responsible for all client care. She is the friendly voice on the other end of the phone and always happy to accommodate client requests. Jane understands the unique n...

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Mike Dunn

Wealth Advisor

Mike is committed to building long lasting relationships with his clients and helping them reach their financial goals. Every client situation is unique and customizing a plan tailored toward those unique situations is what makes a Wealth Advisor’s role so important. Trust, transparency, integrity and professionalism are the cornerstone to Mike’s business.

Mike began his career with Manulife Financial in the investment industry in 2007. With roles in Compliance with Manulife and as an Internal Wholesaler, he has focused on the training, education and implementation of various investment products to one’s overall wealth strategy. In 2011, he joined RBC Dominion Securities as a Segregated Fund Specialist and focused on helping Investment Advisors and their clients understand segregated funds and where they fit in a portfolio.

Mike obtained his Bachelor degree in Communications and Business from Wilfrid Laurier University, as well as a post graduate certificate in Marketing Management from Sheridan College. Mike has completed numerous industry related courses and has successfully completed his Certified Financial Planning designation, which is the highest accreditation in Financial Planning.

Mike resides in North York and in his spare time he is an avid golfer and sports enthusiast. He also has a passion for cooking and aerospace.

Jane Clarke

Executive Assistant

Jane is responsible for all client care. She is the friendly voice on the other end of the phone and always happy to accommodate client requests. Jane understands the unique needs of keeping an investment team organized. Jane’s career spans over 30 years including 15 years in the financial service industry. Jane loves meeting people and hearing their stories.   In her spare time, she enjoys music, theatre, gardening, history and geneaology.

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.