You x IPC
01 / 04
Working with our financial advisor is everything our family could've hoped for. We are tremendously grateful for all the work that he does. He has assisted us with getting our finances organized, helped our mother form a solid succession plan, and also helped plan for our children to attend post secondary school without incurring debt. All three generations of our family look forward to continuing to work with him for all the different stages of our planning needs.
Brett Worby, Financial Advisor
You x IPC
02 / 04
Having access to help and subject matter experts is so important - like the marketing department who supports me with everything I need. They save me hundreds of hours (literally) on work so that I can go ahead and tell my story, and work with clients to find them financial solutions. I've never had that before, they're right in my back pocket – supporting me and my business – it's really amazing.
Thie Convery, Wealth Advisor Dundas, ON
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You x IPC
03 / 04
I was nervous about switching to IPC, but those fears were quickly replaced by a feeling of success and pride - success because of my meteoric growth and pride because of the people who had my back.
Mike Turlock, Financial Advisor
You x IPC
04 / 04
Coming to IPC Pinnacle, everything was taken care of for me. I was able to keep continuity in my business, bring along my assistant, and all the administrative tasks of the business was stripped away. So, I was able to focus on my client and help them bring their dreams to life. Being with IPC Pinnacle has allowed me to do that.
Kyla Martens, Financial Advisor
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![John Novachis]()
John Novachis
ButtonExecutive Vice President
John leads the firm’s initiatives to attract top performing Advisors like you.
He’s driven to help Advisors build a better business by helping increase operational efficiency and strengthen personal brand while growing their business.
While obtaining his MBA at Queen’s and Cornell University, John developed an innovative new business model designed to support Advisors who are ready to monetize and transition their business seamlessly.
In his free time, he enjoys time with the people who helped him become who he is today – his family. An avid golfer, he's a huge fan of Toronto's major sports teams.
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![Brent Kelly in a suit and tie is smiling for the camera.]()
Brent Kelly
ButtonRegional Vice President
With over 25 years of financial services experience, Brent’s diverse background provides him deep understanding of the Advisor business from having been an Advisor himself to branch management and client experience.
Brent has been with IPC for 8 years and prior to this role was the Relationship Manager in our Private Wealth business supporting both MFDA and IIROC Advisors with their High-Net-Worth client offering. From his time in Private Wealth, he understands the importance of having a strong dealer foundation and knows firsthand what IPC brings to the table for its Advisors. In addition, he holds his CIM and IIROC licences giving him investment management knowledge.
A sports fan, his teams are the Montreal Canadians, Denver Broncos, and the Toronto Blue Jays. He loves to travel and spend time with his family.
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![Ken Lofranco's headshot]()
Ken Lofranco
ButtonRegional Vice President, National Advisor Growth
Ken is a seasoned leader with expertise in dealer-change, business development and succession.
A dealer move can be a complex and overwhelming consideration for most advisors, advisor teams and portfolio managers. Before making a decision to switch firms, you’ll benefit by having a conversation with Ken as your first step.
It all begins with an open dialogue. Advisors need expert help to differentiate between dealer business models, navigate the risk landscape associated with dealer-changes, and synthesize their due diligence effectively. In Ken’s experience, these are among the most important considerations to achieve the peace of mind that advisors are ultimately seeking when deciding to change firms.
Unless he’s with his son on the ice, a baseball diamond or a golf course, other passions that fulfill Ken are outdoor activities like waterskiing or snow skiing, and the indulgence of cooking a great meal while listening to musical favourites with the people he loves.
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![Mary Lou Martinez in a black and white checkered shirt is smiling for the camera.]()
MaryLou Martinez
ButtonAdvisor Recruitment Specialist
Mary Lou Martinez is the Advisor Recruitment Specialist at Investment Planning Counsel. She is often the friendly, first point-of-contact that Advisors will connect with to discuss the possibility of joining the dynamic team at IPC.
Mary Lou has had over seven years of experience building and deepening relationships with Advisors to ensure they have all the resources they need to build, grow and transition their business.
Mary Lou and her family love baseball. You’ll often find her on the diamond managing her son’s baseball team, or watching games. She is also experienced in sign language having taken several courses at the Bob Rumball Canadian Centre of Excellence for the Deaf.
