iPC SAVE iNC .
Mortgage Brokerage Program*
IPC Save Inc. is pleased to present our “Mortgage Specialist Team!”
We are a full service residential mortgage brokerage and our agents are available to offer
their expertise in mortgages and debt management to your clients. The “Total Client
Experience” is incorporated in our program so you can be sure your client will have a
positive and special experience!
Our program is easy!
Each one of our agents have their own personalized referral
form. Simply contact the agent you are working with and complete their form. In the
event that you are not working with an agent please contact Kim Kendall in order to
locate one in your area. Upon receipt of the referral, your mortgage agent will be in
contact with your client and keep you posted on the progress. You will receive 25% of
the commission as a referral fee, paid through the banking products and services monthly
payroll, upon closing of the mortgage!
British
Columbia
Manitoba
Ontario
Nova Scotia
(ON Lic.#10227)Click on your region!
AlbErtA
Peggy Sheppard, AMP, EPC, Mortgage Agent
Peggy joined Investment Planning Counsel in 2000, as a licensed assistant. In 2002 she followed her banking background to be our mortgage agent in the newly formed brokerage IPC Save Inc. In 2007, she relocated from Ontario to be our broker in British Columbia. Peggy is bringing with her over 17 years experience in the financial products and debt management industry. Previously, Peggy has worked for large Canadian banks and financial institutions. Peggy has been the Regional Manager for Alberta since September 2009.
britiSh ColumbiA
Sheri McCaskill, Mortgage Agent
Sheri has a strong banking background with over 24 years of experience in both commercial and personal financial planning and debt management. Previously Sheri worked for different financial firms and banks. Sheri is presently working towards her AMP designation with the Canadian Association of Accredited Mortgage Professionals. Sheri works closely with Advisors to create the Total Client Experience. Sheri will provide strong customer service and professionalism for the mortgage and cash management needs of our clients.
Peggy Sheppard, AMP, EPC, Mortgage Agent
Peggy joined Investment Planning Counsel in 2000, as a licensed assistant. In 2002 she followed her banking background to be our mortgage agent in the newly formed brokerage IPC Save Inc. In 2007, she relocated from Ontario to be our broker in British Columbia. Peggy is bringing with her over 17 years experience in the financial products and debt management industry. Previously, Peggy has worked for large Canadian banks and financial institutions
mANitobA
Richard Allatt, AMP, Mortgage Broker
Richard joined IPC Save Inc. in June 2002 and is a licensed mortgage broker who brings over 30 years of experience in credit management, personal lending and mortgages. Richard’s career encompasses a wide array of achievements and responsibilities with various Canadian financial institutions which includes such roles as Senior Mortgage Underwriter and Senior Lending Officer and Area Lending Manager. Richard was also an owner/broker of a private mortgage brokerage firm. These experiences have enabled Richard to provide a wide variety of financial solutions to fit each clients needs. Richard is a registered mortgage salesperson in Manitoba as of July 2011.
NoVA SCotiA
Ethel Nicholson, Mortgage Agent
Kentville, Nova Scotia
Ethel had a long career with a large Canadian bank where she was a financial advisor. Being a financial advisor involved helping many of her clients with mortgages and finding the right solution for their needs. Ethel has a “client first approach “, acting with the highest integrity and in the best interests of the client. Ethel is a financial planner with IPCIC since August 2006 and was registered as a mortgage agent in June 2007.
oNtArio – North
Aileen Dabski, AMP, Mortgage Agent
(Lic. # M08000701), Victoria Harbour, ON
Aileen joined IPC Save Inc. in 2004 as a mortgage agent bringing with her over 28 years of experience in the financial services sector. Aileen has completed several years of lending studies at Sir Wilfrid Laurier University and continues to stay current in the industry. Thinking “Outside the Box” has enabled Aileen to find solutions for her clients. Professionalism and integrity are key facets of Aileen’s business practice as is her commitment to providing excellent service and advice in her client’s best financial interest and not the lending institution. Aileen works in Victoria Harbour and services surrounding areas north and south but is not limited to other areas of Ontario.
oNtArio – CENtrAl
Aliah Akram, Regional Manager Ontario, Mortgage Agent
(Lic. # M08005848) Mississauga, ON
Aliah has been in the financial industry in since 1993. She began her career at a large Canadian bank where she held various roles. Throughout her career she has taken several courses relating to financial planning, mortgage brokering, real estate, etc. She is also a member of the “Canadian Association of Accredited Mortgage Professionals”. Aliah joined IPC Save Inc. in 2001 where she played an instrumental role in the launch and development of IPC Save Inc. Mortgage Brokerage Services. She has access to many key lenders in the mortgage brokerage and possesses an in-depth knowledge of various lending products. This enables her to recommend strategic solutions in refinancing, debt consolidations or other financing needs for her clients. She works very closely with clients in guiding them throughout the financing process. Aliah prides herself in providing an exemplary customer service experience to all her clients.
Joanne Murphy, AMP, Mortgage Agent
(Lic.# M08005212) Georgetown, ON
Joanne has been a member of the IPC team for over 10 years. She joined Investment Planning Counsel Head Office in 2000, where she held various positions providing her with a wide spectrum of experience in the financial industry. In 2007, Joanne obtained her accreditation and became licensed as a Mortgage Agent with IPC Save Inc. She is currently a member of the Canadian Association of Accredited Mortgage Professionals (CAAMP) and holds her Accredited Mortgage Professional (AMP) designation. Ensuring that both the Advisor’s and Client’s mortgage needs are met, Joanne’s business focus is on professionalism, exemplary customer service and sound mortgage solutions.
Lucy I. Vasconcelos, AMP, Mortgage Agent
(Lic. # M08000426), Mississauga, ON
Lucy joined IPC Save Inc. as a mortgage agent in 2004 and brings with her over 10 years experience in the Real Estate and Accounting fields. Lucy is currently concentrating on sub-prime lending so home ownership is possible for everyone of her existing and new clients. Lucy’s aim is to find the best mortgage specific to her clients individual needs. Lucy continues to differentiate herself as a professional mortgage agent by thinking “outside the box”, therefore creating dynamic solutions to satisfied clients. Lucy attributes her success to Relationship, Reputation & Respect.
Sabrina Smith, AMP, Mortgage Agent
(Lic. # M08003978) Etobicoke, ON
Sabrina Smith joined Investment Planning Counsel in 1995. She has held various positions within our organization throughout her tenure. When IPC launched their mortgage brokerage division in 2002 Sabrina applied herself to obtain the necessary course certification and went forward to obtain her AMP accreditation. Sabrina attributes her success to making client servicing her number one priority and diligently applies herself to meet the expectations of both the client and the planner
Richard Allatt, AMP, Mortgage Broker
(Lic. # M08000111) Mississauga, ON
Richard joined IPC Save Inc. in June 2002 and is a licensed mortgage broker who brings over 30 years of experience in credit management, personal lending and mortgages. Richard’s career encompasses a wide array of achievements and responsibilities with various Canadian financial institutions which includes such roles as Senior Mortgage Underwriter and Senior Lending Officer and Area Lending Manager. Richard was also an owner/broker of a private mortgage brokerage firm. These experiences have enabled Richard to provide a wide variety of financial solutions to fit each clients needs.
Jerry Bosscher, AMP, Mortgage Broker
(Lic. # M08003723) Burlington, ON
Testimonials from clients, planners, lawyers and real-estate agents - reflect Jerry’s approach to providing clients with a rewarding and satisfying experience in obtaining mortgages and banking products. These testimonials attest to the high appreciation of his efficient manner in educating clients and outlining the impact and bottom line of options presented – the mortgage amount and payment. Jerry’s clients commend him for his honesty, integrity, hard work and the fact that he listens and satisfies client needs allowing them to feel secure and that their interests are being met.
oNtArio – EASt
Jasmin G. Gaudreau, B.Com, AMP, Mortgage Broker
(Lic. # M08001961) Rockland, ON
Jasmin joined IPC Save Inc. in 2003. He has a bachelor’s degree in Business Administration with a major in Finance and Marketing. He is a member of CAAMP (Canadian Association of Accredited Mortgage Professionals) and hold his AMP designation (Accredited
Mortgage Professional). He is completely independent so you can be assured that you will benefit from an unbiased source of information. His business philosophy is to better educate his clients by offering professional and unique solutions.
Edward (Ted) Twohey, CFP
®, Mortgage Agent
(Lic.# M0900123) Bowmanville, ON
Ted Twohey has been in the financial industry for 16 years. Ted entered into partnership with Investment Planning Counsel in 2008. Ted is a well known and respected Financial Planner & Mortgage Agent in the Durham area. Since Ted is dually licensed as Planner and Agent, it allows him to take a comprehensive and personalized approach with each client to assist them in achieving their goals and realizing their dreams. Ted works closely with each client to help find the best mortgage solution for their situation.
Sarah McKay, BA, Mortgage Agent (Lic. # M10000313)
Carleton Place, ON
Since 2001, Sarah has provided unparalleled administrative services to Financial Advisors in the Ottawa Region. In 2010, she decided to broaden these services and joined IPC Save Inc. Sarah is a member of the Canadian Association of Accredited Mortgage Professionals (CAAMP). Sarah has a thorough knowledge of the financial industry and understands the important role of Financial Advisors. Sarah believes that the relationship with clients is the most important piece of the puzzle. Her goal is to assist IPC Advisors, using the
Total Client Experience process, by servicing their clients with highest standards, to ensure that they are fully aware of available mortgage solutions. The mortgage solutions delivered are products that the client requires and are best suited for them to allow them to ‘Live their Dream’.
oNtArio – WESt
Chris Wright, Mortgage Agent
(Lic. # M08001206) London, ON
Chris has been in the financial services industry since 1999. Chris brings with him a team of professionals who are dedicated in helping Canadians live their financial dreams. In March of 2007, Chris obtained his mortgage agent license and joined the IPC Save Inc. broker team so that he can personally assist his clients, as well as the surrounding London area IPC Investment Corp. Financial Planners with their clients mortgage and lending needs. Chris is always there to help, no matter how big or small your need is.
Deborah M. Drumm, AMP, Mortgage Agent
(Lic. # M08001925) Dundas, ON
Deb has been a Mortgage Agent with IPC Save Inc. since 2004 and was previously with BMO for 25 years as an accredited lender /underwriter. Her mortgage lending experience at both the branch and broker level offers sound and honest direction when dealing with the best interests of the client.
Cathy L. Pink, B.B.A., Mortgage Agent
(Lic. #M08006702) Kitchener, ON
Cathy graduated from Sir Wilfrid Laurier University with a degree in Honours Business Administration. Cathy worked for various financial institutions before joining IPC in 2003. Cathy always puts the client first and is pleased to be able to offer so many financial options as a solution for the client.
Dimitrios (Jim) Govanis, AMP, Mortgage Agent
(Lic. # M08003179) Waterloo, ON
Jim has been working in the financial services industry since 2000 as a financial consultant and joined IPC Save Inc. in 2005 as a Mortgage Agent. Jim is a member of the Canadian Association of Accredited Mortgage Professionals and also holds his designation as an Accredited Mortgage Professional (AMP). Jim likes to work closely with IPC financial advisors in facilitating their clients’ financing needs.
Donald R. Moffat, AMP, Mortgage Agent
(Lic. # M08005206) Brantford, ON
In June 2004, Don became the Mortgage Agent for his office, building on his 23 years experience in branch banking with the Bank of Montreal and the Royal Bank of Canada. Don utilizes his financial planning background to provide ideas and solutions to mortgage clients that best meet their individual needs. As an IPC Save Mortgage Agent, Don shops the market to provide the best fit to their mortgage needs.
Elizabeth Leifso, Mortgage Agent
(Lic. # M10000387) Hanover, Ontario
Elizabeth has been working in the financial industry for the past 10 years as a marketing & administrative assistant. In 2010 she decided to focus on a new role as a Mortgage Agent and joined IPC Save Inc. Elizabeth is currently a member of the Canadian Association of Accredited Mortgage Professionals (CAAMP). She works closely with the Financial Advisors to obtain the best mortgage solutions for their clients. Elizabeth fully understands the importance of making sure the client is satisfied with the service she provides.
Our team is committed to helping you achieve the highest level of service
with your client for their mortgage and debt management needs.
If you have any questions, please contact Kim Kendall at
1-877-212-9799 Ext. 3377 or by email to kim.kendall@ipcc.ca
(ON Lic.#10227)
