Our Team

 

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


 

 

Doug KnightCFP®

Certified Financial Planner®

Doug was born in Vancouver but shortly after his parents, older sister, and two brothers relocated to Prince George. Doug graduated from Prince George Secondary School in 1972. Soon after he started t...
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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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Jake LockhartCFP®, CHS

Financial Planner

Jake has been in the Financial Services industry since 2008 and started his career as a Financial Planner with large banks. In 2013 he made the transition from the bank environment to be an insurance ...
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Maren Laird

Business Processing Specialist

Maren is originally from Manitoba and relocated to Victoria in 2001 in search of a warmer climate. After spending two years as a nanny in England and the Netherlands, she returned to Victoria where sh...
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Cecelia Jantz

Executive Assistant

Cecelia was born in Beausejour, Manitoba and relocated to Kelowna in 1963. She graduated from Rutland High School and Okanagan College. She worked as a Legal Secretary/ Bookkeeper for over 20 years be...
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Darcy KnightBSc

Financial Advisor

Darcy was born in Prince George, and moved to Kelowna in 1993. He met his partner Shan at UBC, where he obtained a bachelors degree. After a few years in Newfoundland he moved back to the sunny Okanag...
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Susan Forster

Administrative Assistant

Susan Forster or Sue as we know her by; is the newest member to join the Lakeside Financial Planning team. Sue is an Okanagan grown gal. She grew up in the Mission area of Kelowna attending Dorothea W...
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Our Consultants

Mike Waller

Investment Advisor

Shaun Thibert

Financial Advisor
 

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.