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.


 

 

Catherine Craig

Financial Advisor

Catherine graduated from the University of Western Ontario with a degree in Mathematics. She has worked in the Financial Service industry since graduating in 2006. With her analytical background, and ...
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Roland Craig

Licensed Assistant

Roland’s 33 years in the financial services industry has taught him that qualitative & individualized service is what his clients need. His service is exemplary. Roland believes that his initiative an...
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Carol Craig

Branch Administrator

Carol has over twenty years of experience in the Financial Services Industry. Her key role at Craig Wealth Management at is to receive clients, timely and accurate processing of client account activit...
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Our Consultants

Corrado Tiralongo

Chief Investment Officer, Counsel Portfolio Services

Rana Chauhan

Chief Investment Strategist, Counsel Portfolio Services

Rahim Dhalla, CIM

Director, Portfolio Management, Counsel Portfolio Services
CIM
 

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.

 

"Never give up on a dream"

Steven Young Trust Fund

In September of 1989, a group of Caledonia citizens raised funds for experimental medication for Steven Young, a 14 year old Caledonia boy suffering from cancer. A weekend event including a dance was organized. Unfortunately that weekend, Steven passed away. Steven’s wish before he died was that any money raised should be used to help others in situations such as his. Every year since, his wish continues to be fulfilled by a nine member board who receives and reviews requests for financial assistance.

The Steven Young Trust Fund is a charitable organization that raises money each year by holding their ever-popular Rubber Duck Race in the Grand River in conjunction with Caledonia’s Canada Day celebrations. Private donations are also welcomed throughout the year.

Purpose for Use of Funds

-To assist persons or provide relief to persons with medical expenses or personal costs not covered by

-OHIP or private insurance for health or medical needs.

-Funds are applied directly to the expense item.

-As a general rule, the beneficiary of the funds shall normally reside in a 25 mile radius of the former

town of Caledonia.

-To assist with other or worthy charities in the opinion of the boards.

The Steven Young Trust Fund has purchased:

-Prescriptions medications

-A 12 passenger van for Camp Trillium

-VCRs and games for Children’s ward at McMaster Hospital

-Mobility & Assistive devices

-Parking passes for medical appointments

-Special software to aid an autistic child’s learning

If you know of someone who needs our assistance, please contact us at:

Steven Young Trust Fund
PO Box 2206
Caledonia, ON, N3W-2G6
Email:  stevenyoungmarketing@gmail.com 
Website: www.stevenyoungtrustfund.com.