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


 

John SoutsosCIM®, EPC

Portfolio Manager

John Soutsos is one of IPC's most senior professionals with over 35 years of experience. John has been providing professional wealth management services since 1986 and his team serves a select number ...
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Alexander SoutsosMBA

Investment Advisor

Alexander joined the Med-Wealth Financial Services team in the summer of 2022. Prior to joining Med-Wealth, he worked as a Senior Management Consultant at KPMG, servicing clients across a variety of i...
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Rita Felice

Administrative Assistant

Rita is an administrative assistant within our branch. Her primary responsibilities are reception, administrative processing, database management, and client communication coordinator. This involves f...
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Our Consultants

Rahim Dhalla, CIM

Director, Portfolio Management, IPC Portfolio Services

Rana Chauhan

Chief Investment Strategist, Counsel Portfolio Services

Corrado Tiralongo

Chief Investment Officer, Counsel Portfolio Services

Wayne Gillespie

Senior Portfolio Strategist IPC Private Wealth
 

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.

Each year, I participate in at least four golf tournaments in support of four charitable causes - Credit Valley Hospital and Trillium Health Centre in Mississauga, Sunnybrook Health Sciences Centre in Toronto and the Dick Aldridge Annual Golf Tournament in support of Pancreatic Cancer.

 
Dick Aldridge

The Dick Aldridge Charity Golf Classic in association with Pancreatic Cancer Canada was established a decade ago in an effort to raise much-needed money to fight pancreatic cancer. To date, this tournament has raised an amazing $750,000 to support ground-breaking research

 
abundance canada

Working with our community, Trillium Health Partners Foundation is dedicated to raising the critical funds needed to address the highest priority needs of Trillium Health Partners, one of the largest community-based acute care facilities in Canada. Our mission is to inspire our community to invest in a new kind of health care for a healthier community.

 

Sunnybrook Foundation exists to support the advancement of our world-class health sciences centre, through active fundraising in support of research, education and equipment initiatives at Sunnybrook.

We secure financial contributions to enable the Hospital to care for our patients and their families when it matters most. In partnership with the University of Toronto, Sunnybrook leads by discovery, innovation, teaching and learning.