Bringing over 25 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Gian Paulo Spangaro

CFP®, CFA, CIM, FCSI
Senior Wealth Advisor

Since 1996, I have owned a financial advisory practice providing education and empowering my clients to make smart, informed decisions about their money. I believe that an edu...

Charleen Ferguson

Licensed Assistant

Charleen brings over 20 years of financial industry experience to the team. Her professional credentials include the Canadian Securities Course (CSC) and Conduct and Practices...

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Gian Paulo Spangaro

CFP®, CFA, CIM, FCSI
Senior Wealth Advisor

Since 1996, I have owned a financial advisory practice providing education and empowering my clients to make smart, informed decisions about their money. I believe that an educated client is a satisfied client and that financial success is a matter of choice, not chance. I love to help people make informed financial choices to develop a strategic plan so that they turn their dreams into a reality. Life changes such as divorce or retirement can be very stressful and the financial industry can be overwhelming and confusing. I help people make informed decisions when it comes to taxation, savings, investments, education and estate and succession planning. I am pleased to know that that my clients consider me their First Call person when they have financial questions. An independent report from my clients indicated that 96% feel that I am a trustworthy financial advisor and 92% stated they would refer me to friends, family and colleagues. (For more details on this report please visit http://www.spangaro.ca/our-team/survey-results.aspx). I really enjoy providing education to my clients and our community through seminars, published articles and I was also featured as the financial expert on the TV Show “’Til Debt Do Us Part” with Gail Vaz Oxlade.

Charleen Ferguson

Licensed Assistant

Charleen brings over 20 years of financial industry experience to the team. Her professional credentials include the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH).

Due to the fact that Charleen is a Licensed Assistant, she plays an integral role in the smooth management of this Securities office, allowing her to receive and place trades for client transactions. She is also responsible for handling the day to day operations including; communication with our clients, head office personnel along with external institutions.

She is well versed in the broad understanding of the ever changing financial industry, which includes all facets of wealth management.

Charleen goes the extra mile to exceed our client’s expectations; her commitment to customer service is her number one priority.

Charleen lives in Waterdown with her husband Phil and has two grown children

Our Consultants

 

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.