Our Team

 

Bringing over 20 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.


 

 

Russ RobertsonCFP®, CDFA

Wealth Management Advisor

Russ has been professionally involved in the financial services industry since 1996. After many years of personal interest in the financial world, his hobby turned into his profession as Wealth Manage...
Read more

Lindsey NesvoldBBM

Client Service Specialist

Lindsey became a member of the team in 2018, adding over nine years of financial services and client experience expertise from her previous roles. Lindsey is an integral member of our team with the pr...
Read more

Alex Ayala

Wealth Advisor

Over the last 26 years Alex has had the privilege of working with some of Canada’s premier financial institutions. This has given him an extensive and diversified set of skills, knowledge, and experie...
Read more

Caitlin (Katie) Wright

Client Care Specialist

We welcome Katie to the team in Oct 2019. She has a diverse financial background in her previous roles and compliments our team expertise. Katie attained her LLQP Insurance licensing as well as her Mu...
Read more

Our Consultants

Ketta Robertson

Financial Consultant
 

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.