Bringing over 30 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.


 

 

Darcy KnightBSc

Financial Advisor

Darcy was born in Prince George and moved to Kelowna in 1993. He met his wife Shan at UBC, where he obtained a bachelor’s degree. After a few years in Newfoundland he moved back to the sunny Okanagan ...
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Kent LittletonBA

Financial Advisor

Kent Littleton brings 19 years of experience to his financial planning business. As an advisor, he is passionate about helping his clients make sound financial decisions based on their individual need...
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Maren Laird

Business Processing Specialist

Maren joined Lakeside Financial Planning as an executive assistant in 2007. Having come from a banking background and getting additional training in accounting and taxation, Maren handles the data ent...
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Coralee Jacobson

Executive Assistant

Coralee was born and raised in a small farming town in Manitoba. After finishing college, she started her career using her love for numbers as a bookkeeper in Winnipeg for a printing company. After me...
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Arleigh Moglove

Administrative Assistant

Arleigh joined our team from Winnipeg, Manitoba where she was born and raised. Early in July 2021, Arleigh decided she needed a break from the cold winters of Winnipeg and decided to move to Kelowna f...
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Our Consultants

Mike Waller

Investment Advisor

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Shaun Thibert

Financial Advisor

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Jake Lockhart

Financial Advisor

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Meet the Dogs of the Office


 

 

 

 

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.