Our Team

 

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


 

 

Lyn GreerCPA, CA, CFP®

Certified Financial Planner®

Lyn is a Chartered Accountant and Certified Financial Planner. Lyn established The Greer Team in 2001 with the philosophy of working with clients to accomplish their goals efficiently and guard against any risks that can derail them on this path. With so many financial optio...
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Laura Theys

Client Care Specialist

Laura joined The Greer Team in 2014 as our Client Care Specialist. Laura is a key touch point for clients as she coordinates client meetings, responds to client queries and manages the office. Laura always presents herself in a friendly and professional manner and is fully c...
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Kim Quanz

Branch Manager

Through her consistent effort and reputation for outstanding service, Kimberley has built a solid client base and expanded her business through referrals from satisfied clients and other professionals. Kimberley helps people make smart choices with their money through wise p...
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Rick Davis

Client Care Administrator

Rick joined The Greer Team in 2016 as our Client Care Specialist and has since earned his Mutual Fund license. Rick is a key touch point for clients as he coordinates client meetings, responds to client queries and manages the office. Rick’s other career interests involve di...
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Rachel O'Donnell

Client Care Administrator

Rachel is a new team member that joined us in June 2019 as a client care administrator. Rachel helps coordinate client meetings, responds to client queries and helps manage the office. She is a recent graduate from Western university with a degree in financial economics. Rac...
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Lydia Mai 
In Memoriam

In Loving Memory, Lydia Mai. Our lovely co-worker and very‎ good friend passed away unexpectedly on January 28th, 2016. Lydia was a highly valued member of the Greer Team. Extremely intelligent, very kind and considerate with incredible attention to detail - these are just some of the many virtues Lydia possessed. 


As we each find our own way to deal with this loss we take comfort in the memories that we shared. Lydia was a very special person who touched many people’s lives. We thank everyone for the kind and heartfelt messages of condolences.

Lydia lived her life to the fullest and always took the time to share ‎special occasions with family and friends both through travelling and special moments at home. We will strive to remember the lessons Lydia has taught us. The joy is in the journey!


 

 

Our Consultants

Corrado Tiralongo

Chief Investment Officer, Counsel Portfolio Services

Rana Chauhan

Chief Investment Strategist, Counsel Portfolio Services

Rahim Dhalla, CIM

Director, Portfolio Management, Counsel 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.