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IPC Securities Corporation
Financial Planner
Oct 18, 2021
CFP (Canada)

I was born in Woodstock, Ontario, and lived throughout Southwestern Ontario before settling in Ayr over 30 years ago.

Prior to entering the Financial Services Industry, I graduated from Conestoga College after completing the Mechanical Engineering – Design Analysis program. For 18 years I was employed by a custom industrial automation builder first as a mechanical designer, but primarily as the software/program developer.

I joined Ayr Financial Services – Investment Planning Counsel in 2015 as an associate as part of my father's succession plan.  In 2016 I challenged and passed each of the CFP exams as well as the Capstone case study.

In 2018 I moved from IPC Investment Corporation, to IPC Securities Corporation to be able to further serve the needs of his clients.

Outside of the office I can be found in and around Ayr, coaching minor hockey, playing adult recreational hockey and baseball, or spending time with my wife, and two children.

Personal Information
Post Graduate Certificate
Employer Information
IPC Securities Corporation
IPC Securities Corporation
92 Stanley St.
PO Box 1152
Ayr ON N0B 1E0
Practice Information
Financial Planner
Fee based (AUM) Fee Only - Flat Fee/Project Based Insurance Commission
Alberta Ontario Saskatchewan
Executive Compensation Financial Planning Insurance Planning Investment Management Retirement Income Planning Succession Planning Tax Planning