Our Team

 

Bringing over 15 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.


 

Steve FoxCFP®, EPC

Investment Advisor

Steve has more than 25 years of experience as an independent financial planner. He enjoys having the opportunity to make a real difference in their clients’ lives and to help them achieve their wealth...
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Michael FoxCFP®

Financial Advisor

Michael is an Investment Advisor at Border City Financial –  IPC Securities Corporation.  He is also a Life Insurance representative and holds the Certified Financial Planner designation.  He has been...
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Keith JonesCFP®, EPC

Wealth Advisor

Focus: Financial success is achieved by designing and following a strategic plan that includes Financial & Tax Planning as well as "Estate Preservation." My team and I are committed to meeting the nee...
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Samuel Lau

Licensed Assistant (RR)

He started his career in the investment industry in 2014 after graduating with a Bachelor of Commerce from the University of Windsor. Sam first started at Chippingham Financial Group where he was trai...
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Victoria Fox

Administrative Assistant

Victoria works as an administrative assistant to Steve, Mike and Samuel. She is responsible for, and dedicated to a variety of administrative responsibilities. In addition to the 3 days that she spend...
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Our Consultants

 

Lucas Jones

Financial Consultant
IPC Investment Corporation 

Lucas Jones is a Wealth Advisor and has been part of the Jones team since 2011. He works closely with Keith Jones and focuses on all aspects of Financial planning including Investments, Insurance, Education, Tax and Estate planning.
His hobbies include travelling, technology, motorcycles and has been involved with short film productions since 2010. Lucas’ goal is to help client’s “Live Life to the Fullest and Finish Well”.
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Sarah Carter

Mortgage Agent

You want to get the most from your mortgage - now and in the years to come. As a professional Mortgage Consultant, I can do just that. From competitive rates to flexible options, I’ll work with you to find solutions that suit your needs.

With access to over 50 competing lenders - including major banks, credit unions, life insurance companies, trusts and other national and regional lenders, I have the tools to get you the best mortgage, with the features and rate that meet your needs, whether you are:

Purchasing your first or next home, or considering a vacation property;

New to Canada;

Investing in property;

Considering a large renovation project;

Refinancing to boost monthly cash flow and save on interest costs;

Looking at options for your mortgage renewal; or,

Interested in repairing your credit so you can qualify for mortgage financing.

My business is built primarily through referrals from satisfied customers, which means your positive mortgage experience is essential!

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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 Corporate Social Responsibility(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 effects of their efforts are always rewarding.