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



Patrick Briscoe

Financial Planner

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Anne Leeson

Client Care Manager

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Jessica Steuer

Associate Financial Advisor

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Fiona Moniz

Administrative Assistant

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Our Consultants



Jason Armstrong

Armstrong CPA



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



Patrick is an active member and Past President of the Rotary Club of London East. He has had a direct hand in many of the local and international projects this tenured club has completed over the years.

Rotary’s Global Polio Eradication Initiative has made the world 99.9 percent polio-free.




The Bayswater Team has been a long-time supporter of My Sister’s Place London and donates regularly to their cause.

Women who access My Sisters’ Place range in age from 16 – 70 and come from diverse backgrounds. Most have experienced abuse, trauma, and isolation. Many are homeless, at risk of homelessness, or street involved. More than 80% are dealing with mental health challenges. Their lives are complicated by poverty, addiction, and health concerns. All are striving to gain control of their lives and realize their potential.


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.