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

Stacie Sorensen

QAFP®
Financial Planner

What has inspired me over a lengthy career in the Wealth Management Industry is the incredible opportunity we have to make such positive and meaningful differences in the live...

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Stacie Sorensen

QAFP®
Financial Planner

What has inspired me over a lengthy career in the Wealth Management Industry is the incredible opportunity we have to make such positive and meaningful differences in the lives of our clients. I began in 2002 by working in Finance and then 2007 I expanded my focus to better advise and service my clients as an Independent Advisor and Compliance Management Officer.In 2015, I then furthered my professional development by taking the necessary steps and obtained my QUALIFIED ASSOCIATE FINANCIAL PLANNER® certification with FP Canada. I’ve deepened that ability to fulfill client needs and build on expectations.

 

I have always believed that it is important to have a trusted team to ensure we are making the most of every financial opportunity. Being an Independent Financial Planner, I have an opportunity to assist people in making independent informed decisions. I am free to make unbiased recommendations to my clients and I am not under any obligation to sell proprietary products. My focus is to help clients reach their dreams, goals, and desires as unique as they are. The first step in making dreams a reality is having the right people behind you. I make every effort to provide objective and complete information to my clients regarding their financial needs and realistic advice about their options - describing the potential strengths and drawbacks with each.”

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.