Bringing over 25 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Larry Berdugo

CH.F.C., CFP®, CLU
Financial Consultant

Larry is an advisor with IPC Investment Corporation. Larry’s belief in pragmatic financial and insurance planning strategies stems from his own personal experiences – his fath...

Mary Li

Client Experience Director /Operations

Having spent over 15 years in the financial services industry, Mary has gained an in-depth knowledge of products and operational efficiencies. Her responsibilities include cli...

Danielle Speigelman

Administrative Assistant

Danielle's background in interior design enables her to offer unique and creative solutions to the financial sector. She leverages her planning and detail-oriented abilities w...

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Larry Berdugo

CH.F.C., CFP®, CLU
Financial Consultant

Larry is an advisor with IPC Investment Corporation.

Larry’s belief in pragmatic financial and insurance planning strategies stems from his own personal experiences – his father passed away unexpectedly with no life insurance. Larry was forced to leave school to help support his family.

Larry entered the financial service industry in 1988. In order to serve a growing clientele, In 1998 Larry completed his CLU® designation, in 1999, he completed is CERTIFIED FINANCIAL PLANNER® designation and in 2000, he completed his CH.F.C. In addition, Larry has acquired the most sought-after designations in the industry. Larry is a CERTIFIED FINANCIAL PLANNER® professional, Ch.F.C. (Chartered Financial Consultant), CFSB (Certified Financial Services Broker), CLU® (Chartered Life Underwriter), and has completed his Branch Manager’s course for investments. Clients are loyal to Larry’s guidance for his knowledge, but also his personable nature and caring attitude.

Comprising mostly of young entrepreneurs and professionals, Larry’s clients are professionals, high-net-worth individuals, and successful executives.

For approximately 9 years, he was a board member on the Board of The REENA Foundation, an organization that supports and integrates people with developmental disabilities into the community. Additionally, he is involved with UJA federation and the Professional Advisors Committee (PAC). The committee assists and educates other tax, investment and legal professionals on creative ideas for financial planning.

Insurance products available through Wealthmore Financial Strategies Inc.

Mary Li

Client Experience Director /Operations

Having spent over 15 years in the financial services industry, Mary has gained an in-depth knowledge of products and operational efficiencies. Her responsibilities include client communications, marketing and management duties.

As our firm has grown, Mary has taken the added role of administration for running the day-to-day office and group benefits.

Mary is committed to ensuring our clients’ needs are met in a timely and professional manner. She has a solid track record in relationship management. Mary also builds effective alliances within the business and acts as a liaison between our clients and the financial institutions.

Danielle Speigelman

Administrative Assistant

Danielle's background in interior design enables her to offer unique and creative solutions to the financial sector. She leverages her planning and detail-oriented abilities with ingenuity and adaptability.

Danielle's administration responsibilities primarily focus on the investment, financial planning and savings sector of our practice. 

Additionally, she has worked with our pension clients, specifically our multi-employer pension plans, as well as assisting with day-to-day business operations.

Danielle assists our clients supporting them to process transactions, ensure compliance and timely follow up

She has also gained valuable experience processing in the administration of pension plans and annuities.

As an in independent advisor, we can survey the marketplace to find our clients the best value and ensure that their financial needs and goals are addressed in a holistic manner.

Our Consultants

 

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 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 effect of their efforts are always rewarding.