Our Team

 

Bringing over 31 years of experience to provide you with sound, reliable financial advice to help you achieve financial independence and peace of mind.


 

 

Lance HowardCLU, CFP®

Certified Financial Planner®

Lance focuses on working with clients to make sure they get the best return on life. The best life possible with the money they have. He creates personalized financial plans in addition to doing portf...
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Patrick KeyesEPC

Financial Advisor

Patrick focuses on working with clients to create long-term personalized financial plans specific to each client. His objective is to be the steward of your financial resources and to help you achieve...
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Ann Rolph

Administrative Assistant

Ann works two days a week as our operations specialist. She works closely with Lance as they customize and prepare written financial plans for our clients. She has more than forty years’ experience in...
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Lindsay Alexander

Office Administrator

There is a good chance the first face you see when you walk into our office will be Lindsay’s. She ensures the smooth day to day running of the office and specializes in ensuring the Lance Howard Grou...
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Grace Post

Administrative Assistant

Grace is our Senior Support Specialist. She is brilliant at customer service (says Lance). She assists Lance in dealing with client insurance needs, meeting preparations, investment trades, and also i...
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Our Consultants

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 Corporate Social Responsibility(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 effects of their efforts are always rewarding.