Our Team

 

Complex needs. Simple Solutions

 

The Taylor Team brings together specialists with expertise in many different financial planning disciplines to deliver integrated solutions to our clients. Collectively, we have over 100 years of experience helping business owners and individuals to achieve their goals. To help us solve problems and identify opportunities for clients, we have also established a network of third-party specialists to tap into as needed, including estate lawyers, real estate lawyers and tax specialists.




Don Taylor

Integrated Financial Planner

For over 25 years, Don has provided integrated planning solutions to business owners, professionals, retirees and individuals saving for their retirements. He has obtained both his Chartered Life Unde...
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Gary Simpson

CFP®

Born in Ottawa, Gary Simpson has lived in the nation’s capital for almost all of his life. After graduating from Nepean High School, he attended Concordia University in Montreal where he played footba...
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Steve MordenCFP®

Certified Financial Planner®

Steve Morden grew up in our nation’s capital and attended the University of Ottawa. He started his career in the financial services industry in 1990 with one of Canada’s largest companies and received...
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Nancy TaylorFLMI

Operations Manager

Nancy has more than 20 years experience assisting and servicing clients and administratively monitoring client investment and wealth portfolios. She is a Fellow, Life Management Institute, having comp...
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Norman Stotland

Financial Advisor

Norm has been in the financial services industry for over twenty years. Originally from Montreal, Norm's clientele are both from Ontario and Quebec. He is dedicated to the business and prides himself ...
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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.