Our Team
Brett Worby, CFP®
Certified Financial Planner®
David Martel, CFP® RIS®
Certified Financial Planner®
Praises are best heard in third person
Thanks for all the info. Everything sounds like it is really well managed and all angles are being covered. Feels good to know that our money is being very well looked after and that there is a very good range of investments and diversification. Thanks for taking the time to break down the investments and help me form a better understanding of our portfolio. You are doing a great job and we are lucky to have you in our corner. Thanks for always looking after us. - Paul & Holly
Praises are best heard in third person
I would like to take a moment to say Thank You to you for your efforts and expertise in working with us to make this house purchase doable and also for your assistance in working with us to properly utilize the investments we have. The changes will accomplish several things that may look small but assist us greatly in managing our monthly finances. By investing in the house and attaining the mortgage we pay off the outstanding Meritline loan, approximately $180 dollar (interest only) monthly cost, we also loose the investment mortgage monthly cost of $ 100.00 monthly. Our portion of the rental income from the house and basement apartment will cover the mortgage which should be the only debt that we have left. - Ron and Rebecca Moore
Praise is best heard in third person
Switching to IPC made me feel at ease about where I was investing my money. Justin and the team are extremely knowledgeable and responsive. Thank you for being so helpful!
Praise is best heard in third person
Justin and the team at IPC are a caring group of individuals who make me feel as though my finances matter to them. Justin is a good listener, and is always looking for ways to assist me with income growth strategies. I am pleased with the strategy that Justin developed for me, and I am happy with my investing results so far. I would recommend to anyone who has not sat down with a personal doing so, the long term benefits of planning are irreplaceable. - Dave Mead
Praise is best heard in third person
"Working with David Martel has been a pleasure. He is very knowledgeable in his field and I trust him completely. He explains my investments to me and ensures that I understand how my money is invested, I appreciate the fact that he takes the time to do this, as I used to find investing rather confusing and intimidating. David has helped me accomplish many goals, which include, but are not limited to: budgeting, saving and growing my money. I am very grateful for our relationship, and I look forward to working with him for years to come." -Kylie Cunningham – Financial Crime Section, Royal Canadian Mountain Police
Praise is best heard in third person
"Whenever a person is upfront and honest with his clients and has integrity in his work it has to equal success. David has been my financial advisor for just over 3 years now, and I wished I met him earlier. He put me on a path where I am building my net-worth and he had me debt free in less than 2 years. David is very patient and he breaks down financial terminology into simple language. I have recommend David to anyone who wants to improve their financial situation." - Audley Rainford – Group Home Manager, Christian Horizons
Praise is bets heard in third person
"Our family has been relying on advice from Brett for over 10 years, covering everything from students education, to retirement planning and investment counseling. What I appreciate is that Brett supports us on a wide range of topics, such as investing in my company, and not just those investments that he might be involved in introducing me to. I feel he has our families best interest at heart. I never feel pressured to make a decision, and I appreciate his friendly follow up calls to touch base." -Phil Moddle, Principal, Golder Associates
Praise is best heard in third person
"My wife and I came to David and IPC Investment Corporation a couple of years ago. As “thirty-something’s” with two young children, we needed some guidance on how to best build for the financial future of our family. We found that from outset David conveyed a calming sense of trust. As new investors, we found this of particular importance. David listened to our needs, our financial circumstances, and developed a clearly defined and understandable program of action. Two years into the process, the achieved results have exceeded our expectations. One of our favorite parts of working with David is that he is proactive in his approach, communicates with us regularly, and has put the interests of our family ahead of his own interests." Ken Hammond – Vice President, Sales, Ergo Centric
Praise is best heard in third person
"As a business owner and husband soon to be, David has been an excellent financial and business advisor. He has been a support for my life and business through his many resources. My experience in working with David has been fantastic. I trust him and enjoy meeting with him and the results have been spectacular." - Darko Trifunovic – Owner, Neighborhood Landscaping
Praise is best heard in third person
"We have been clients of Brett Worby for over 10 years and have found him to exemplify IPC’s corporate values, professionalism, and business ethics. On a personal note, his character of being friendly, approachable, compassionate and extremely knowledgeable in a financial field adds to our comfort level and trust to manage our financial plan. Brett communicates in layman’s terms and believes in long-term planning with flexibility, taking into account Tax avoidance issues. In today’s world, people need a Financial Planner as part of their daily lifestyle. It’s a win, win situation with Brett. In his eyes, your success is his success. He is more than capable to achieve positive results." - Paul and Helen Chumley , Retired
Praise is best heard in third person
"Brett has been our Financial Planner for more than 15 years and advised our family of five through various stages of our lives. (Life insurance, line of credit, investing, RESP’s, RRSP’s) He has worked hard to get to know our family, always finding the best solutions that are customized to our needs. He has earned our trust and loyalty through making the right decisions for us in offering new products we never would have known existed. More than anything, he has put our minds at ease during trying times and come through for us in so many different ways." - David Rowney Senior Manager, PricewaterhouseCoopers LLP
Praise is best heard in third person
"Brett has carefully watched after my interests to ensure that my returns are in keeping with my lifestyle. Since I set up in business on my own in 1995, I have become a more conservative investor, which Brett has understood and acted accordingly. He holds frequent meetings with me to review my progress of investments against pre-set goals and is not afraid to recommend changes if they do not meet my long- term objectives. I feel that Brett has my best interests at heart, rather than his own, when he talks with me about investment strategies.”- John Cobby , Founder, GALENOS