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

George Fiotakis

CFP®
Senior Financial Advisor

With over 25 years experience as a financial advisor, George offers his clients a wide array of services and advice ranging from investment and portfolio recommendations, to a...

Lorraine Engel

P. Eng
Client Services Manager

As a Professional Engineer, Lorraine started her career as an engineering consultant. Her experience in project management, both from a technical and analytical perspective, a...

Ryan Fiotakis

Associate Advisor

Ryan joins the team with a Bachelor of Business Administration specializing in finance from Wilfrid Laurier University as well as six years of industry experience working clos...

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George Fiotakis

CFP®
Senior Financial Advisor

With over 25 years experience as a financial advisor, George offers his clients a wide array of services and advice ranging from investment and portfolio recommendations, to advice on estate planning, retirement and tax planning. Furthermore, his expertise in insurance and debt consolidation/mortgages offers clients complete and trustworthy financial service provision.

As a Certified Financial Planner®, George has achieved the highest level of certification available in the financial services industry. George’s financial and educational designations include the following:

  • Certified Financial Planning designation from the Financial Planners Standards Council
  • Bachelor Degree in Economics and Public Administration from the University of Western Ontario.
  • Professional Financial Planner course from the Canadian Securities Institute.
  • Level II Life Insurance License designation.
  • Canadian Securities Course.
  • Wealth Management Techniques Course from the Canadian Securities Institute.
  • Mortgage Brokering course from Seneca College.

Insurance products available through George Fiotakis.

Lorraine Engel

P. Eng
Client Services Manager

As a Professional Engineer, Lorraine started her career as an engineering consultant. Her experience in project management, both from a technical and analytical perspective, assisted her transition to the financial services industry. She now has over 15 years experience in financial services. Before arriving at IPC, Lorraine was a mortgage manager with TD Canada Trust for eight years. There she assisted her mortgage clients, from first time home buyers and investors to seasoned home owners, arrange for customized mortgage products to suit their needs.

 

As an assistant to George Fiotakis, she provides a level of proficiency and expertise that is unsurpassed in the industry. Lorraine can be reached directly at (416) 509-5909.

Ryan Fiotakis

Associate Advisor

Ryan joins the team with a Bachelor of Business Administration specializing in finance from Wilfrid Laurier University as well as six years of industry experience working closely with Investment Advisors and their clients at BMO Nesbitt Burns. He continues to use his combination of industry expertise and poised cooperative attitude to help individuals attain their financial goals.

 

Ryan provides a fresh perspective on the financial services industry keeping the practice current with the latest technologies as well as helping to usher in a new generation of investors.

 

He is now working on obtaining his Certified Financial Planner designation as well as Certified Investment Manager designation, which will only continue to enhance our value proposition to you. Ryan can be reached directly at 647-880-5128.

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.