Our Team

 

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


 

 

David Lillie

Financial Advisor

David Lille is a professional dedicated to helping his clients live their financial dreams. David’s team will work as your personal “Financial Quarterback” to help you make intelligent decisions about money. His team approach ensures that you receive the highest level of ser...
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Patrick Lillie

Financial Advisor

Patrick Lillie is a Financial Advisor with Investment Planning Counsel. He has been helping individuals, families and business owners achieve their financial goals since 1995. Patrick takes a personal approach in helping his clients plan, set and achieve their financial drea...
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Robert Chiarello

Financial Advisor

My name is Rob Chiarello, I have been in the financial industry for over 15 years providing clients with financial planning to help achieve their goals through investment planning, credit planning, tax planning, business planning and estate planning. Being a Financial Adviso...
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Our Consultant

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
 

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.

 

History of Shriners Hospitals for Children Inside Shriners Hospitals for Children each day, patients and families say thank you to the Shriners International fraternity – those men in the red fezzes. Our model for care was imagined and established by the Shriners, the fraternal organization for which the hospital is named. Determined to give all children access to specialized pediatric care, the Shriners opened their first hospital in Shreveport, Louisiana, in 1922. Polio was reaching epidemic proportions and only families of means had ready access to doctors, leaving thousands of children at risk without health care. Shriners Hospitals for Children opened as a place where children suffering from the crippling effects of polio, clubfoot and other orthopaedic conditions could receive life-changing medical care.

Recognized as one of the world’s greatest philanthropies, Shriners Hospitals for Children has evolved into an international hospital system recognized for its devotion to transforming the lives of children through expert care and research. It is a destination of choice for parents whose children have orthopaedic conditions, burns, spinal cord injuries, cleft lip and palate, or other complex surgical needs. All children receive care regardless of the families’ ability to pay.