Senior Portfolio Strategist
IPC Private Wealth
Wayne supports IPC Advisors in designing and customizing high net worth portfolio solutions to meet the specific wealth management needs of their clients. Wayne leverages his deep and varied industry experience to support Advisors in this capacity.
Prior to joining IPC, Wayne was Vice President & Director, Portfolio Manager for the Highview Financial Group. At Highview, he was the Supervising Portfolio Manager for discretionary management Advisors with over $850 million in assets under management. He’s also held positions as Director & Vice President for Glen Ardith Co. Ltd., Portfolio Manager for the National Bank Correspondent Network, and Regional Director, Private Client Services for CIBC Trust, where he led a team of portfolio managers overseeing over $800 million in segregated securities.
IPC Private Wealth is a program offered exclusively by IPC Securities Corporation. Member of the Canadian Investor Protection Fund.
Peggy Sheppard - AMP, EPC
Mortgage Agent (Lic.# M08004209)
Invis (Lic.# 10801)
My goal is helping clients get not only a great rate, but true honest advice and clarity about the products and options available to them. I will work closely with you to help accomplish an overall long term strategy that corresponds with your other financial goals.
In 2007, I moved to British Columbia to become the Mortgage Broker and Regional Manager of British Columbia and Alberta with IPC Save and in 2013, I joined Invis Inc., as a Mortgage Broker, through the strategic alliance established between Investment Planning Counsel and Invis Inc. I have a strong banking background which includes over 20 years of experience in strategic credit management, personal lending and mortgages. I am actively licensed in British Columbia, Alberta and Ontario. All of this experience gives me an edge when assisting you with your homeownership.
Mortgage Broker services provided by Invis (Lic. #: ON 10801 | SK 315928).