Bringing over 25 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

David W. Spinney

MA (Econ), CIM®, FCSI®
Financial Advisor

By taking a long-term, research and value-based approach, David has been helping his clients reach their financial goals for over two decades. He excels at identifying and lev...

Diane Guilbault

Client Services Manager

Diane became a welcome addition to our team in 2020. She has over 3 decades of working in the Financial Services Industry. Diane is committed, trustworthy, transparent, and ve...

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David W. Spinney

MA (Econ), CIM®, FCSI®
Financial Advisor

By taking a long-term, research and value-based approach, David has been helping his clients reach their financial goals for over two decades. He excels at identifying and leveraging market opportunities while managing risk. This, coupled with a penchant for complete transparency creates strong, trusting professional relationships with each of his clients.

 

David has a Master's Degree in Financial Economics and holds the Chartered Investment Manager (CIM) Designation. He is also a Fellow of the Canadian Securities Institute (FCSI) - the highest honour and most senior credential in Canadian financial services, reserved for an elite group of professionals meeting the highest standards of advanced education, ethical conduct, industry experience and peer endorsement. 

 

Beyond his professional achievements, David has been actively involved with Canada's high-performance athletes in wrestling since 1987. He is a multiple time Canadian National World Team Coach and an Assistant Coach at Western University. 

Diane Guilbault

Client Services Manager

Diane became a welcome addition to our team in 2020. She has over 3 decades of working in the Financial Services Industry. Diane is committed, trustworthy, transparent, and very accommodating. These qualities, experience and knowledge are demonstrated with the exceptional personalized service she provides to our clients.

 

Diane began her career with a major financial institution, gaining unparalleled experience in a variety of positions. Diane was Investment Funds Institute of Canada certified, then earned her Business Analyst certification through McMaster University and obtained her Project Management Professional designation. 

 

Beyond her professional achievements, Diane has a passion for scuba diving. As a Professional Association of Diving Instructors (PADI) certified Assistant Instructor, she also provides exceptional personalized service by teaching and mentoring new divers. 

Our Consultants

 

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.