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

Paul Duncan

CPA, CA
Senior Investment Advisor

Paul designs retirement, investment and estate planning solutions for executives, business owners and their families. For over 20 years, he has prided himself on building long...

Carol Ann Janecki

CPA, CA, CIM
Senior Investment Advisor

Carol Ann is the trusted financial partner of local business owners, professionals and families who value an unbiased, collaborative approach to wealth creation and preservati...

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Paul Duncan

CPA, CA
Senior Investment Advisor

Paul designs retirement, investment and estate planning solutions for executives, business owners and their families. For over 20 years, he has prided himself on building long-lasting, value-added client relationships built on trust, service, integrity and professional advice.

He is a Chartered Professional Accountant and a dedicated student of the financial industry. He still likes to brag about being a provincial medalist on the Uniform Final Exam as well as being presented with the Canadian Securities Institute Award of Excellence while obtaining his Professional Financial Planning Course. In addition to his securities license, Paul has his LLQP Insurance accreditation and is licensed as a life, accident and disability insurance consultant.

Paul is committed to uncovering his clients’ financial priorities and creating comprehensive, unbiased solutions that offer peace of mind. He develops customized portfolios to maximize investment returns and tax efficiency at a level of risk that is within his clients’ comfort zone.

When not at work, Paul loves spending time with his family, sometimes plays a decent game of golf and enjoys officiating amateur sports.

 

Insurance products available through Paul Duncan.

Carol Ann Janecki

CPA, CA, CIM
Senior Investment Advisor

Carol Ann is the trusted financial partner of local business owners, professionals and families who value an unbiased, collaborative approach to wealth creation and preservation.

She is a Chartered Professional Accountant, a licensed insurance consultant. She has helped clients weather both strong and challenging markets over the last 22 years.

Carol Ann helps educate her clients about the importance of discipline and diversification in achieving financial freedom and believes that understanding your investments contributes to an appreciation of the role each plays in accomplishing your present and future goals. Her in-depth knowledge of both Canadian personal and corporate tax aids in developing strategies that maximize her client’s income and assets.

Carol Ann’s clients commend her on her easy to understand explanations, her proactive communication, and her commitment to finding objective financial solutions.

In her spare time, she enjoys volunteering with various community organizations, spending time with her family, pretending to be a chef in the kitchen, and planning her next travel adventure.

 

Insurance products available through Carol Ann Janecki.

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.