Our Team

 

We know that only so much money flows through your hands in your lifetime. Our job is to make the most of it. Our clients will have every opportunity and have access to tools that help them reach their goals. We will help clients find financial solutions and assist them in making informed choices. We can then evaluate whether money should be applied to the debt or credit side of the balance sheet and plan accordingly. We make it easy for them to cut through the clutter and “put their money in motion”. We are all about empowering clients and their money!

 

 

Rhonda Cowen

Senior Financial Consultant

Rhonda joined Investment Planning Counsel in 2001 as a founding partner of the Orillia Branch. With over 4000 renovated square feet of space, she and her partners opened the doors to one of the larges...
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Cindy Reason

Investment Administration Manager

Drawing on an extensive banking, sales, lending and finance background, Cindy works closely with Rhonda to ensure that all aspects of investment administration in the office runs smoothly. Before join...
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Our Consultants

Corrado Tiralongo

Chief Investment Officer, Counsel Portfolio Services

Rana Chauhan

Chief Investment Strategist, Counsel Portfolio Services

Rahim Dhalla, CIM

Director, Portfolio Management, Counsel Portfolio Services
CIM
 

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.

 

 

Rhonda Cowen cares about working with organizations that ...

- work with children

- build Economic empowerment

- provides education

- help the environment

- focus on Human Rights

- provide Social Services  


 

The Quota Club of Huronia is a group of professionals who come together to raise funds to support the hearing impaired, brain injured, children and women in crisis, and the baby needs depot. We organize multiple charity events in an effort to bring awareness and support to these needy causes.

 


Rhonda personally donated 9 hectares (23 acres) near the village of Waverly to the Couchiching Conservancy. This reserve named "Jennett Woods" will protect one of the headwaters of Hogg Creek, making it important for the protection of downstream water quality as well as providing green space for the nearby village. It also provides walking trails for visitors to the area. A small band of wetland meanders across the property, feeding into Hogg Creek. This forest shelters birds and other wildlife. The property is located on Vasey Road in the hamlet of Waverley, now re-named Tay.