Our Team

 

Retirement is one of the most critical milestones in a lifetime. And while it’s an event that most of us look forward to, it can also be one of the most worrisome, especially when it comes to money. With increasing life expectancy and advances in health care, it’s possible that the retirement phase of life can be as long as your working career so you need a specialized retirement income plan to make sure you don't run out of money in retirement.

At the Norton team, we tackle the fundamental challenges of planning for a worry-free retirement. Whether our clients are nearly retired, newly retired, or fully retired, we follow a consistent approach that includes straightforward cash-flow, estate and tax-planning strategies, as well as personal service and regular updates along the way.

Our clients know and appreciate that we’ll go the extra mile to answer the tough questions in plain language. No matter what twists and turns life might have in store, our goal is to deliver a good night’s sleep – peace of mind that allows our clients to focus on enjoying their retirement lifestyle without financial worry. In short, we deliver retirement solutions… for real life.


 

 

David NortonFMA, CFSB

Financial Advisor

David Norton is a professional dedicated to helping his clients live their financial dreams. David will work as your personal “Financial Quarterback” to help you make intelligent decisions about money...
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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
CIM
 

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.