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


 

 

Ann Parsons

Certified Financial Planner®

Ann has built her financial planning practice on such principles as trust, integrity, and a sincere interest in helping her clients achieve peace of mind. Ann has been an independent financial advisor...
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Stephanie Power

Financial Advisor

Stephanie became an independent Financial Advisor in 2010 after starting out in the accounting and taxation field and is truly committed to helping our clients “live their dreams” through sound financ...
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Geoff WarehamB.Sc., PFP

Financial Advisor

Geoff obtained a bachelor’s degree from Acadia University in 1998, completed the Canadian Securities Course in 2001, and the Professional Financial Planning Course in 2003. He prides himself on buildi...
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Lisa Mishaud

Financial Assistant

Lisa joined Ann & Stephanie’s practice in June of 2007, bringing with her a Diploma of Applied arts in Secretarial Science and 17 years of administrative experience. Lisa continues to be a valued cont...
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Angelina Monahan

Financial Assistant

Angelina joined Ann & Stephanie’s practice in January of 2008. Prior to that date, she was awarded an Office Administration Diploma from the College of the North Atlantic, as well as several medals an...
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Teena White

Client Experience Manager

Teena joined the Harbour Financial Group team in March of 2017 as our new Client Experience Manager. She previously spent 9 years at a major bank and before that she worked for 15 years in Customer Se...
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Our Consultants

Simon Bowers

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.

 

Gros Morne Summer Music  - Over the past decade, GMSM has evolved beyond the limits of classical concerts into a multi-arts, multi-season, multi-community organization. It hosts artists from around the world: dancers, actors, writers, and musicians and brings them together with the best of the regional arts scene.
In 2014, they completed the renovation of St. Patrick’s Church in Woody Point. This 1875 neo-gothic outport church is set to begin its new life as a high tech audio / video recording studio and performance space.
We are proud to have been a major sponsor since their beginnings in 2002.

 

Theatre Newfoundland Labrador  - Theatre Newfoundland and Labrador (TNL) is a not-for-profit organization dedicated to creating and producing professional theatre which reflects the lives and diversity of our audiences on the province’s west coast, extending to Labrador and across the island of Newfoundland.

Through the Gros Morne Theatre Festival, youth theatre programming, main stage, courses in theatre instruction, and by touring productions to outport communities, TNL seeks to provide Newfoundlanders with thought-provoking and relevant entertainment, with an emphasis on regional and Canadian work.