|Aaron Cann, CIM® |
Private Wealth Consultant & Portfolio Manager
IPC Private Wealth
As Private Wealth Consultant & Portfolio Manager for IPC Private Wealth, Aaron partners with us to develop personalized solutions to protect and build the wealth of our high net worth clients.
He helps to identify your wealth and lifestyle goals to create a customized and tailored investment solution;
which looks to deliver a prudent risk-adjusted rate of return. To manage client portfolios, Aaron works closely with the IPC Private Wealth Portfolio Management Team and the independent investment specialists who provide on-going advice for the Program.
Aaron is differentiated by the tremendous amount of industry-specific experience he has, as well as the extensive experience in dealing exclusively within the high net worth segment.
He has a Bachelor of Science from McMaster University and he holds the designation of Chartered Investment Manager (CIM)®.
IPC Private Wealth is a program offered exclusively by IPC Securities Corporation. Member of the Canadian Investor Protection Fund.
|Peggy A. Sheppard, AMP, EPC |
Mortgage Agent (Lic.# M08004209)
Invis (Lic.# 10801)
My goal is helping clients get not only a great rate, but true honest advice and clarity about the products and options available to them. I will work closely with you to help accomplish an overall long term strategy that corresponds with your other financial goals.
In 2007, I moved to British Columbia to become the Mortgage Broker and Regional Manager of British Columbia and Alberta with IPC Save and in 2013, I joined Invis Inc., as a Mortgage Broker, through the strategic alliance established between Investment Planning Counsel and Invis Inc. I have a strong banking background which includes over 20 years of experience in strategic credit management, personal lending and mortgages. I am actively licensed in British Columbia, Alberta and Ontario. All of this experience gives me an edge when assisting you with your homeownership.
Mortgage Broker services provided by Invis (Lic. #: ON 10801 | SK 315928).