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

Certified Financial Planner

The heart of what makes Jake an excellent Financial Advisor is the care he has for other people. From a very young age it was clear that Jake would end up in a profession where he could help and serve...
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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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Coralee Jacobson

Administrative 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 mee...
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Our Consultants

Mike Waller

Investment Advisor

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Shaun Thibert

Financial Advisor

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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.