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

Kristine Douglas

HBA, CFP®
Financial Planner

Kristine has thoroughly enjoyed advising clients and their families on their financial and lifestyle goals for over 25 years. She loves having the opportunity to make a real d...

Lynn Edwards

Senior Client Care Manager

Lynn joined our group in 2006. As a licensed assistant, she helps Kristine with the preparation of client reviews, financial planning and implementation of our Wealth Manageme...

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Kristine Douglas

HBA, CFP®
Financial Planner

Kristine has thoroughly enjoyed advising clients and their families on their financial and lifestyle goals for over 25 years. She loves having the opportunity to make a real difference in her clients’ lives and guide them through their life transitions. Kristine is most proud of the team she has assembled over the years and their ability to proactively collaborate with other professionals with a sole focus on their clients’ best interest.

Kristine’s highly personalized approach to working with her clients establishes enduring relationships. Clients greatly value her advice, problem-solving skills, and implementation of a variety of financial solutions. She best helps those who truly care about proactively planning for their financial success along with simplifying and organizing their financial affairs. Her disciplined approach to building and protecting her clients’ wealth, combined with her values of hard work, integrity, and compassion towards people, has brought much success and peace of mind to her clients’ lives.

Kristine has also shared her financial knowledge with the broader public in TV interviews and talk shows on CBC’s The National, Newsnet, and iChannel. She donates her time and expertise through the Junior Achievement of Central Ontario Program teaching children and teens about money management. Prior to being in the financial services industry, she spent four years in corporate marketing divisions of Kraft Foods and Nabisco companies.

Kristine holds the CERTIFIED FINANCIAL PLANNER® designation which is the most widely recognized financial planning designation in Canada and worldwide. It provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. She strongly adheres to a professional Code of Ethics and pursues continuous learning opportunities each year in the financial, tax and estate planning fields.

Kristine graduated from the Richard Ivey School of Business, Western University with an Honors Business Degree.

Insurance products available through Kristine Douglas.

Lynn Edwards

Senior Client Care Manager

Lynn joined our group in 2006. As a licensed assistant, she helps Kristine with the preparation of client reviews, financial planning and implementation of our Wealth Management Experience. Lynn also provides a check and balance system of all of our financial transactions. Her vast knowledge of the industry and her strong commitment to our core philosophy of caring, compassion and integrity, enables her be a wonderful resource and she delivers an exceptional experience to our clients. Lynn holds a Bachelor’s degree from the University of Western Ontario and many years of experience in her early career at an investment dealer with one of the large Canadian banks.

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.