Bringing over 20 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Peter Tavener

CFP®
Financial Planner

Peter Tavener is a "CERTIFIED FINANCIAL PLANNER" professional and holds a Level II Life & Disability Insurance License. He has been helping build financial plans for people fo...

Daniel Tavener

Financial Advisor

With over eight years in the financial industry, Dan brings a strategic and analytical approach to wealth management. Holding both a Mutual Funds License and Life Insurance Li...

Marilyn Tavener

Office Manager

Marilyn joined the team as Office Manager in 2012 with over 30 years experience in the insurance industry.  Her prior experience includes being a small business owner in Newma...

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Peter Tavener

CFP®
Financial Planner

Peter Tavener is a "CERTIFIED FINANCIAL PLANNER" professional and holds a Level II Life & Disability Insurance License. He has been helping build financial plans for people for over 25 years. Focused on 'Minimizing Tax' and 'Balanced Portfolio Planning', Peter specializes in Investment Portfolio Management, Tax Planning and Estate Planning. 

 

Peter works together with clients to build a road to independence from which the client feels comfortable and reassured that the route chosen is the right one. He reviews the plan with the client frequently to ensure it's up to date and sensitive to the ongoing changes that do occur in one's life. 

 

In his spare time, Peter enjoys spending time with his grandchildren, golfing and travelling. He is also an avid sports enthusiast. 

 

Insurance products available through Peter A. Tavener.

Daniel Tavener

Financial Advisor

With over eight years in the financial industry, Dan brings a strategic and analytical approach to wealth management. Holding both a Mutual Funds License and Life Insurance License since 2020, Dan leverages a global macroeconomic perspective to help clients navigate the complexities of financial markets. By utilizing in-depth research from the top investment firms across the industry Dan develops tailored strategies that align with each client’s unique goals. “I can combine everyone’s research and then come up with my own macro/outlook thesis. By doing so, I can drown out the noise and march with conviction.” 

 

Beyond numbers and markets, Dan is dedicated to building lasting relationships with clients and their families. Financial success isn’t just about investments – it’s about crafting a roadmap that supports long-term security and prosperity. Whether it’s retirement planning, risk management, or wealth growth, Dan takes pride in guiding clients through every stage of their financial journey. 
 
Originally from Newmarket, Dan resides in Tottenham with his wife Justine and their three children, Reese, Kaleb, and Myles. An avid Cleveland Browns fan, Dan also enjoys playing competitive Fastball as well as watching his children play, who have the same passion for the game. 
 
“Your goals are my priority – let’s create a financial strategy that works for you and your family.”   

 

Insurance products available through Daniel Tavener

Marilyn Tavener

Office Manager

Marilyn joined the team as Office Manager in 2012 with over 30 years experience in the insurance industry.  Her prior experience includes being a small business owner in Newmarket and Claims Director for a major insurance company.  As a Client Experience Specialist, Marilyn is responsible for preparation of essential documents, managing client communication, ensuring all transactions are completed in a timely and accurate fashion and acting as liaison between clients and our advisor team.   

 

When not a work, Marilyn enjoys spending time with her grandchildren, travelling and relaxing at the cottage.  

Our Consultants

Rahim Dhalla
Director, Portfolio Management
IPC Portfolio Services
Corrado Tiralongo
VP, Asset Allocation & CIO
Canada Life Investment Management Ltd.

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.