Bringing over 30 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.



Mike Waller

Portfolio Manager

Mike grew up in Kelowna where his family opened Lakeside Pharmacy in 1971. After completing high school at Mount Boucherie Mike went to Ottawa for university where he attended and graduated from Carle...
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Maren Laird

Business Processing Specialist

Maren is originally from Manitoba and relocated to Victoria in 2001 in search of a warmer climate. After spending two years as a nanny in England and the Netherlands, she returned to Victoria where sh...
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Tammy Patrick

Administrative Assistant

Tammy is originally from Dawson Creek BC, she has travelled all across Canada and highly recommends visiting the Yukon. As children Tammy and her 2 brothers would travel to Whitehorse for summer holid...
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Brittney Graham

Associate Advisor

Brittney was born and raised in Calgary, Alberta. After high school she relocated to Nanaimo where she pursued a Bachelor’s in Business Administration majoring in finance at Vancouver Island Universit...
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Kurtis Choquette

Administrative Assistant

Kurt is originally from Edmonton, Alberta. Kurt is a lover of all sports especially in the outdoors skiing, hiking, boating or camping. Kurt originally planned to help society through emergency servic...
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Our Consultants

Kent Littleton, BA

Financial Advisor


Darcy Knight, BSc

Financial Planner



Meet the Dogs of the Office





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.