Our Team

 

Bringing over 40 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.


 

 

Ron Graham

Investment Advisor

Ron has been in the financial services industry since 1992. As Certified Financial Professional, Ron has worked diligently establishing a client centered practice. Ron’s honest and transparent approac...
Read more

Tracey Graham

Client Administrator

Tracey has been working with Ron as a client administrator since 2006 following a career in education as both a teacher and vice-principal. She enhances client relationships through organized data man...
Read more

Our Consultants

Jasmin G. Gaudreau

Mortgage Broker (Lic#M08001961), Mortgage Intelligence (Lic#10428)
B.Com, AMP

Rana Chauhan

Chief Investment Strategist, Counsel Portfolio Services

Rahim Dhalla, CIM

Director, Portfolio Management, Counsel Portfolio Services
CIM

Corrado Tiralongo

Chief Investment Officer, Counsel Portfolio Services
 

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.

 

 

The Ottawa Mission reflects Jesus' love in serving the homeless, the hungry and the lost by providing food, shelter, clothing and skills and offers faith and hope for building a wholesome future. 

Click here to check out this article from the Mission's newsletter, thanking the Graham Family for their support.

 

 

For more information, please visit their website at www.ottawamission.com.

 

 

 

 

 

Ron coached a Major Midget AA team that earned a spot in the prestigious Air Canada Cup tournament.

 

 

 

Ron has been involved with the Nepean Girls Hockey Association since 2010. He coaches, runs coaches clinics and mentors other coaches when requested. The Pee Wee Team he coached finished fourth in the province of Ontario in April 2011.

 

Ron was involved with the Nepean Minor Hockey Association as a volunteer since 2004. He has been actively involved in coaching, player selection, and running development camps. In 2011, Ron’s minor pee wee team won the prestigious Silver Stick Tournament in Aurora Ontario.

 

 

Ron has volunteered with The Nepean Knights Lacrosse program since 2004. 

 

 

Ron has been a HEO Master facilitator and evaluator since 1986. He holds a certified Advanced II coaching certification. In addition, Ron is a level three referee.