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



Mary Dawn DavyCIM®, CFP®, EPC

Senior Wealth Advisor

Mary Dawn is an Investment Advisor and primary advice-giver to individuals, families and businesses in need of financial and estate planning expertise. Mary Dawn specializes in building and managing a...
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David SimmonsCFP®, CIM®, FCSI® , FMA, CPCA

Senior Wealth Advisor

David Simmons has been assisting seniors for 32 years to retire in comfort by making better, more informed decisions with their money to protect their assets, reduce their risk, tailor their investmen...
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Stephanie Digout

Client Relations

Stephanie has spent over 25 years, as a member of Mary Dawn’s team. She has held positions in Operations and Client Relations in various sectors of financial Services, giving her a better understandin...
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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

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.