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

Kari Lupton

CFP®
Financial Planner

Email me directly at: kl@liveyourdreamnow.ca Kari Lupton is a Certified Financial Planner with over 20 years of experience working with families in Lambton County. Kari specia...

Jill Cook

CFP®
Financial Planner

Email me directly at: jill@liveyourdreamnow.ca Jill Cook is a Financial Planner with over 15 years of industry experience. She believes that Financial Planning is the foundati...

Paula Nopper

Administrative Assistant

Email me directly at: ipc@cogeco.net Paula Nopper is an Administrative Assistant with over 25 years experience providing excellent support to her managers, colleagues, and cli...

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Kari Lupton

CFP®
Financial Planner

Email me directly at: kl@liveyourdreamnow.ca

Kari Lupton is a Certified Financial Planner with over 20 years of experience working with families in Lambton County. Kari specializes in financial planning, estate planning, inheritance succession, and pension plan and severance packages. Using a client centered approach; Kari’s focus begins with creating a personalized financial plan, which also takes into account debt and income tax obligations and insurance needs. From there an investment plan is custom tailored taking into consideration clients risk tolerance, time horizon and asset allocation to ensure their life and retirement goals and dreams will be realized. By consistently reviewing client portfolios and building long term relationships Kari is able to maximize clients overall net worth through all life’s stages. Money is just a tool to achieve the things in life that are important to you. With the confidence gained by making informed choices you can live life to the fullest and Live Your Dream!

 

Insurance products available through Kari Lupton.

Tax preparation services available through Kari Lupton Financial services. 

Jill Cook

CFP®
Financial Planner

Email me directly at: jill@liveyourdreamnow.ca 

Jill Cook is a Financial Planner with over 15 years of industry experience. She believes that Financial Planning is the foundation for a clients' well balanced financial future. By taking at look at where you are and where you want to go, clients can feel that their priorities and concerns are heard and taken care of. She can work with clients of all financial stages and takes pride in helping families attain their goals and dreams. She is focused on providing clients with the understanding and knowledge they need to make the best decisions for their future. She enjoys working with all aspects of a client's planning needs; developing a Wealth Management Strategy in pre-retirement, post-retirement and children's education, budgeting, risk management strategies and tax & estate planning. With a business background and years of customer service experience, she brings an innovative and professional approach to clients. She believes that hard work and a positive attitude go a long way in life and will incorporate that when helping clients with their investments, insurance and planning.

 

Tax preparation services available through Jillian Cook

Insurance products available through Jillian Cook

Paula Nopper

Administrative Assistant

Email me directly at: ipc@cogeco.net

Paula Nopper is an Administrative Assistant with over 25 years experience providing excellent support to her managers, colleagues, and clients. She has extensive knowledge and experience with all administrative tasks, scheduling, and client relations. Having held positions in education, not-for-profit, research and business fields, Paula is able to tailor her skills to meet the needs of the business. Paula believes in maintaining a professional, flexible attitude and adapting to the challenges and needs of her work environment and providing the best customer service experience possible. Paula is the backbone to all our administration, scheduling, and customer service needs.

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.