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

Scott Lawrence

B.Math, CFP®, CPA, CMA
Financial Planner

Before joining us in January 2008, Scott worked as a financial controller at a manufacturing company for 8 years. He has achieved the Certified Financial Planner (CFP®), Certi...

Jeff Workman

CFP®
Financial Planner

Jeff has been involved in Financial Services since 1997. He joined us in 2000 and is a Certified Financial Planner (CFP®). Email: jworkman@ipcc.org Insurance products availabl...

David Coad

Financial Advisor

David has been involved locally in the financial services industry for more than 35 years. Email: dcoad@ipcc.org Insurance products available through D.W. Coad Financial Servi...

Eric Hedges

BA, CFP®, PFP
Financial Planner

Eric has been in the Financial Services industry since 2006. He joined us in 2016 and is a Personal Financial Planner (PFP). Email: ehedges@ipcc.org Insurance products availab...

Dan Arbuckle

CFP®, QAFP
Financial Planner

Dan has worked in the Financial Services industry since 1998. He joined us in 2016 and has completed the Certified Financial Planner (CFP) program. Email: daniel.arbuckle@ipcc...

Jan Clifton

Administrative Assistant

Following 20 years of customer service work with a major bank, Jan came aboard in 1998. Email: jclifton@ipcc.org

Jennifer Weldrick

Administrative Assistant

Following 10 years of customer service work with a major bank, Jenn joined our team in 2017. Email: jenn.weldrick@ipcc.org

Erica Miller

Administrative Assistant

Following 15 years of customer service work with a major bank, Erica joined our team in 2019.

Katie Deller

Administrative Assistant

Following 8 years of customer service work, Katie joined our team in 2022.

X

Scott Lawrence

B.Math, CFP®, CPA, CMA
Financial Planner

Before joining us in January 2008, Scott worked as a financial controller at a manufacturing company for 8 years. He has achieved the Certified Financial Planner (CFP®), Certified Management Accountant (CMA) Chartered Life Underwriter (CLU) and Certified Professional Accountant (CPA) designations.
Email:  slawrence@ipcc.org

Insurance products available through Scott Lawrence.

Jeff Workman

CFP®
Financial Planner

Jeff has been involved in Financial Services since 1997. He joined us in 2000 and is a Certified Financial Planner (CFP®).

Emailjworkman@ipcc.org

Insurance products available through Jeffery Workman.

David Coad

Financial Advisor

David has been involved locally in the financial services industry for more than 35 years.

Emaildcoad@ipcc.org

Insurance products available through D.W. Coad Financial Services Inc.

Eric Hedges

BA, CFP®, PFP
Financial Planner

Eric has been in the Financial Services industry since 2006.  He joined us in 2016 and is a Personal Financial Planner (PFP).

Emailehedges@ipcc.org

Insurance products available through Eric Hedges.

Dan Arbuckle

CFP®, QAFP
Financial Planner

Dan has worked in the Financial Services industry since 1998. He joined us in 2016 and has completed the Certified Financial Planner (CFP) program.

Emaildaniel.arbuckle@ipcc.org

Insurance products available through Daniel Arbuckle.

Jan Clifton

Administrative Assistant

Following 20 years of customer service work with a major bank, Jan came aboard in 1998.

Emailjclifton@ipcc.org

Jennifer Weldrick

Administrative Assistant

Following 10 years of customer service work with a major bank, Jenn joined our team in 2017.

Emailjenn.weldrick@ipcc.org

Erica Miller

Administrative Assistant

Following 15 years of customer service work with a major bank, Erica joined our team in 2019.

Katie Deller

Administrative Assistant

Following 8 years of customer service work, Katie joined our team in 2022.

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.