Our Team

 

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


 

 

Kris DureauCFP®, CHS, CCS

Certified Financial Planner ®

Kris has been an independent Financial Advisor since 2007. He has had a great deal of experience working with retirees, business owners, and families. Kris was the second person in the country to achieve the CCS designation, specialist in Cash Flow Planning. He also holds th...
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Charles Twiss

Financial Advisor

Charlie has been in the insurance and investment business since 1986 helping clients to reach their financial goals. Charlie works in the Guelph office. He and his family have farmed in the Alma area for over 40 years ago. Charlie and his wife Barbara have three children and...
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Monika Pimm

Executive Assistant To Kris Dureau

Monika has been with Investment Planning Counsel since 1998 and joined the Burlington office in July 2014 in her role as an Executive Assistant. Monika is a valuable resource to the team as she brings a wealth of experience in working within the financial industry and direct...
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Tina Dureau

Client Services Manager

Tina has been in the investment and insurance industry since 2013 after 10 years as a Physiotherapist. Her goal at BHD Financial is to provide our clients with the highest level of service in all their insurance needs. Tina’s focused, prompt and personal approach ensures tha...
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Jana Pekarcikova

Licensed Assistant

Jana has been with Investment Planning Counsel since 2006 providing excellent customer service and addressing client inquiries as well as day to day operations of the Team. Her specialty is Life, Disability and Critical Illness insurance & group benefits. Jana has completed ...
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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.