Bringing nearly 70 years of combined experience to provide you with sound, reliable financial advice to help you achieve financial independence and peace of mind.



Mike DaviesPFP, EPC

Financial Planner

Mike has over 41 years of experience in the financial planning industry, having worked with a large international bank based in the U.K. and a large Canadian bank before joining IPC Investment Corpora...
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Don MoffatCFP®, EPC

Financial Planner

Don has over 38 years of experience in the financial services industry, having worked at large Canadian banks before joining IPC Investment Corporation in 2004. Don holds the Certified Financial Plann...
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Maryanne Harmer

Licensed Assistant

Maryanne has over 21 years of experience as an administrative assistant in the financial planning industry and joined The Davies Moffat Team in 2009. Maryanne has a business diploma from Mohawk Colleg...
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Our Consultants

Susan Morton

Mortgage Agent (Lic#M11001056), Mortgage Intelligence (Lic#10428)

Corrado Tiralongo

Chief Investment Officer, Counsel Portfolio Services

Rana Chauhan

Chief Investment Strategist, Counsel Portfolio Services

Rahim Dhalla, CIM

Director, Portfolio Management, IPC Portfolio Services

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 Corporate Social Responsibility(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 effects of their efforts are always rewarding.