Our Team

Cotty has over 20 years experience in the investment business.

He came to Investment Planning Counsel after 10 years with two major banks holding positions in sales and marketing for their money desks in Montreal, Vancouver and Toronto dealing bonds, BAs Commercial paper, and forex for commercial and corporate accounts.

His schooling began in Montreal, continued under the French Baccalaureate system in London, England but switched to "O" and "A" Levels before admittance into University of Western Ontario for a B.A. in Economics. He now lives in Etobicoke with his wife Stasia and daughter Carolina.

Cotty's financial credentials include:
 

Certified Financial Planner - (CFP®) 

Certified Investment Manager - (CIM)

Financial Management Advisor - (FMA)

Fellow of the Canadian Securities Institute - (FCSI)

Also:

Life Insurance - Level II

Canadian Securities Course - (CSC)

Professional Financial Planner Course - (PFP)

Branch Manager Course

Wealth Management Essentials

Conduct and Process Handbook

Cotty speaks English and French fluently.

Click on the logos below to learn more about the  Financial Planning Standards Council (FPSC) &  Fellow of the Canadian Securities Institute - (FCSI)
 

Insurance products available through Constantin J. Laptev.

Greg is a Senior Financial Advisor, with more than 20 years experience and significant qualifications. He is a CERTIFIED FINANCIAL PLANNER® professional, a Chartered Investment Manager (CIM®), and a Fellow of the Canadian Securities Institute (FCSI®). The latter designation is widely viewed as the gold standard for investment advisors. 

His approach is to help clients understand their financial position relative to their financial objectives. He establishes a disciplined process to help people reach goals. His efforts are focussed on helping clients preserve assets, increase income, and reduce income taxes. He explains investment options in a manner that is easy to understand. Further, he adapts an investment plan to suit each client's personal comfort level. He is often described as being friendly, outgoing, and having a great sense of humour. Greg is accessible and is willing to make house calls when that is necessary.

As a Senior Financial Advisor at IPC Securities Corporation, Greg is supported by one of Canada’s largest financial services corporation, Canada Life.

He has been sourced for local seminars, nationally broadcast radio programs, and publications, including Maclean's Magazine and Canadian MoneySaver Magazine. 

Greg possesses the knowledge, experience, and skill set to help you realize your financial goals.

Insurance products available through The Retirement Specialists.

Amanda has been an employee of Investment Planning Counsel since 2001 and has a wealth of experience with our systems and processes. 

Her wealth of experience, excellent organizational skills and thorough approach to client service enables her to provide our clients with a level of service that they expect and deserve. As part of the Team, Amanda also creates implements and oversees our marketing efforts.

Dustin joined our team in September 2023 as an Administrative Assistant, focusing on the IIROC operations in our branch. He graduated from Trent University in 2022, earning a Bachelor of Science (B.Sc.) degree in Economics. Dustin also holds additional post-secondary certificates in Financial Accounting and Data Analytics.

Due to his excellent organizational skills and attention to detail, his experience is primarily concentrated in office administration, accounting, and project management. More recently, Dustin has acquired experience in retail banking and mutual funds administration, which allowed him to complete the Canadian Investment Funds Course™ (CIFC), a license commonly held among mutual fund administrators.

His high standard of professionalism and punctual nature consistently ensure that requests from clients and his advisor are completed on time and with care to maintain the highly regarded client experience that one comes to expect from IPC. Dustin likes to ensure positive and memorable interactions with all of our clients and is always willing to help and surpass their expectations.