Our Team

 

 

 

At the Smith team, we work with clients who put family and friends first.


 

 

Kevin R. SmithB.A.

Senior Financial Consultant

Kevin has been providing sound financial advice for more than 30 years. He is motivated by a desire to help clients live better lives and has been an independent advisor since 1997, all with the same ...
Read more

Janet SmithB.A.

Licensed Assistant

Janet brings more than 30 years of experience as an office administrator to The Smith Team and has been part of The Smith Team since 1998. She is dedicated to elevating service standards for clients, ...
Read more

Christine WhistonB.A.

Licensed Assistant

Christine has been working with The Smith team since 2013 and helps to build and grow The Smith Team relationships with current and prospective clients. Being a licensed assistant, her roles include e...
Read more

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 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.