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

Paul Fraser

Financial Advisor

Paul Fraser began his career in financial planning industry in 1996. He joined the Kitchener-Waterloo branch of Investment Planning Counsel in 2001. Paul concentrates his effo...

Lori Fraser

Administrative Assistant

Joining the Fraser team in 2019, Lori brings experience from both healthcare and the Waterloo tech community. As a senior executive assistant, Lori has developed proficiency i...

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Paul Fraser

Financial Advisor

Paul Fraser began his career in financial planning industry in 1996. He joined the Kitchener-Waterloo branch of Investment Planning Counsel in 2001.

Paul concentrates his efforts on developing comprehensive financial plans and strategic investment recommendations for his clients. He also assists his clients with establishing their financial goals so that the recommended investment strategies enable each of his clients to achieve their financial goals.

Paul’s commitment to developing long-term relationships and providing high quality financial planning services for his clients has allowed him to build a successful practice. As a reflection of the trust that has been developed, Paul’s clients continue to provide him with many referrals.

Lori Fraser

Administrative Assistant

Joining the Fraser team in 2019, Lori brings experience from both healthcare and the Waterloo tech community. As a senior executive assistant, Lori has developed proficiency in business planning, operations, as well as event planning. She is excited to apply those skills with a new team.

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.