Brett Worby, CFP®
Certified Financial Planner®
Brett Worby has been providing Financial Planning Services in Halton Hills since 1991. He is an active member of the Halton Hills community, has served on the Board of Directors for the Kiwanis Club o...
Read more David Martel, CFP® RIS®
Certified Financial Planner®
Building strong relationships through trust and understanding is a key focus for David in both his personal and professional life. Professionally, David has a holistic approach to financial planning. ...
Read more Justin Worby, C.C.S.
Financial Advisor
Justin Worby is currently a Financial Advisor in Halton Hills where he helps clients achieve their financial goals through the use of holistic financial planning strategies. Prior to joining IPC, Just...
Read more Daniella Moloney
Financial Advisor
Daniella has been working with Brett’s clients and team since January 2014. Over that time, she has obtained a wealth of industry knowledge while simultaneously providing an excellent experience for t...
Read more Alanna Hartery
Client Relationship Manager
Alanna is a Client Relationship Manager and cornerstone in assisting David Martel. She supports the team on a daily basis with an effective and compliant practice, and she is responsible for the vario...
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