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


 

 

Greg DowdallCFP®, CIM®, FCSI®, CLU

Senior Financial Advisor

Greg is an Investment Advisor, with more than 15 years experience and significant qualifications. He is a Certified Financial Professional, a Chartered Investment Manager (CIM®), and a Fellow of the C...
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Dustin Harford

Licensed Assistant

Dustin joined our team in September 2023 as an Administrative Assistant, focusing on the IIROC operations in our branch. He was born and raised in Lindsay and graduated from Trent University in 2022, ...
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Our Consultant

 

Dawson Young, CFP® FMA

Financial Planner

Life is constantly changing, which is why you need a plan, and a pro-active advisor, that can adapt with your evolving needs and goals. Dawson Young CFP®, FMA offers a wealth of experience as your Financial Planner.
Dawson joined the financial services industry over twenty years ago and has been providing professional financial solutions to individuals since. He holds the Certified Financial Planner® (CFP) designation, and Financial Management Advisor (FMA) designation. He is committed to ongoing professional development, continually enhancing his expertise within the industry to provide clients with the most current and professional advice possible.

 

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Heather Anderson

Office Manager

Heather joined the team in September 2020 as office manager and assistant to Dawson Young.
She has extensive experience working with people in a variety of settings and brings a strong administrative and customer service background. Heather believes that providing the best client experience is of the utmost importance. Her excellent organizational skills and meticulous approach to each task ensure that client needs are met in a timely and efficient manner.
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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 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.