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Choose to work with us and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.

Meet Our Team

Tom Weichel, CLU

Investment Advisor

James Bisson, CFP®, EPC

Associate Advisor


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4 October, 2018

Business Succession Planning 101

Selling a business or passing it on to the next generation can be the most important financial event in an entrepreneur’s lifetime. But Canadian small business owner

Expert Estate

24 September, 2018

Expert Estate Planning: Leaving a Lasting Legacy

Expert Estate Planning: Leaving a Lasting Legacy is an eBook that will walk you through estate planning. Starting with what is estate planning and why it’s important

30 July, 2018

Our Perspective – Certainties and Uncertainties

In under 5 minutes, Rana Chauhan, Counsel’s Chief Investment Strategist, discusses the uncertainties we’ve been experiencing in the markets, and highlights some cert


19 June, 2018

Intelligent Investor: Retirement Income Planning

The truth is, more Canadians are retiring, and with changes in pension structures and uncertain market conditions, the landscape you need to navigate to have the ret



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Here is a collection of client educational videos, hear from qualified Investment Specialists on today's market matters.
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The Value of Advice

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
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Our Locations

Peterborough Office

565 Water Street 
Peterborough, ON K9H 3M7
Email: debra.weichel@ipcsecurities.com

Cobourg Office

245 Division Street
Cobourg, ON K9A 3P9
Phone: 905-377-9592
E-mail: jane.clarke@ipcsecurities.com


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