Our Team

 

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

Investment Advisor

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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Shaun Thibert

Financial Advisor

Shaun is a Kelowna based financial advisor with Lakeside Wealth Management, who helps people to invest and manage portfolios based on their goals. He works closely with clients to guide them in making...
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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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Deborah Harvey

Administrative Assistant

Deborah brings industry experience and knowledge to our office, assisting Mike Waller and Shaun Thibert in the processing of critical paperwork, its flow and completion, as well as the everyday operat...
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Susan Forster

Administrative Assistant

Susan Forster or Sue as we know her by; is the newest member to join the Lakeside Financial Planning team. Sue is an Okanagan grown gal. She grew up in the Mission area of Kelowna attending Dorothea W...
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Our Consultants

Doug Knight, CFP®

Financial Planner

Website

Kent Littleton, BA

Financial Advisor

Website

Jake Lockhart, CFP®, CHS

Financial Planner

Website

Darcy Knight, BSc

Financial Advisor

Website

 

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.