Our team

 

Bringing over 23 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.


 

 

Derek Irwin-LewisCFP®, CIM, FCSI

Wealth Advisor

Derek began in the industry in 1995 and has spent the last 21 years overseeing the full financial affairs for a select group of individuals, families and businesses across the GTA. Derek holds his des...
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Sue Wilbur

Administrative Assistant

Sue has worked in Customer Service and Admin for over 30 years’ and for Investment Planning Counsel for the last five. Sue joined the Irwin-Lewis Wealth Management team in August 2016 and takes great ...
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Undaleeb Agha

Administrative Assistant

Undaleeb has been working in the financial industry since 2005 in various administrative roles. She was the recipient of the AGF Trust Award of Distinction for her work on a pilot project. She continu...
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Corrado Tiralongo

Chief Investment Officer, Counsel Portfolio Services

Rahim Dhalla, CIM

Director, Portfolio Management, Counsel Portfolio Services
CIM

Rana Chauhan

Chief Investment Strategist, 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 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.