Our Team

 

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


 

 

Brett WorbyCFP®

Certified Financial Planner

Brett Worby has been providing Financial Planning Services in Halton Hills since 1991. He is an active member of the Halton Hills community, has served on the Board of Directors for the Kiwanis Club o...
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David MartelQAFP® RIS®

Financial Planner

Building strong relationships through trust and understanding is a key focus for David in both his personal and professional life. Professionally, David has a holistic approach to financial planning. ...
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Justin WorbyC.C.S.

Financial Advisor

Justin Worby is currently a Financial Advisor in Halton Hills where he helps clients achieve their financial goals through the use of holistic financial planning strategies. Prior to joining IPC, Just...
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Daniella Moloney

Client Relationship Manager

Daniella is Brett’s and Justin’s full-time assistant and Client Relationship Manager. She joined the team in January 2014. While managing Brett’s schedule and client inquiries, she is also dedicated t...
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Alanna Hartery

Client Relationship Manager

Alanna is a Client Relationship Manager and cornerstone in assisting David Martel. She supports the team on a daily basis with an effective and compliant practice, and she is responsible for the vario...
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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.


 

Kiwanis International is a global community of clubs, members and partners dedicated to improving the lives of children one community at a time. Today, they stand with more than 550,000 members. Kiwanis empowers members to pursue creative ways to serve the needs of children, such as fighting hunger, improving literacy and offering guidance.



 

Links2Care mission statement is to support healthy living, prevent isolation and foster independence for people in our community. Their culture of caring is rooted in being: Respectful, Trustworthy, Accountable, and Responsive to clients, partners, supporters and each other.