Our Team

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...

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. ...

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...

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...

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...