Jason Christopher Borrelli

Investment Advisor

Jason Borrelli is a full-service Investment Advisor with 10 years experience in the financial industry. His Courses and license, including The Canadian Securities Course, CSI’s Canadian Insurance Cour...

Frank D'Addetta, B. Sc. (Hons), CIM®

Investment Advisor

Frank is registered as an Investment Advisor with the Investment Industry Regulatory Organization of Canada (IIROC) and is licensed in Ontario for both Securities and Life Insurance solutions. He also...

Brook Joyce

Administrative Assistant

Brook Joyce joins our team as an Administrative Assistant focusing on the IIROC operations in our branch. Having worked much of her career in finance, Brook understands the importance of strong admini...

Our Consultants

Miriam Zeljeznak

Financial Advisor

mzeljeznak@ipcc.org

Born and raised in Sault Ste. Marie, Miriam brings with her over 14 years of financial industry experience. She holds a bachelor's degree in International Economic Relations from the University of Toronto and a master’s degree in Russian/East European Economic Relations from Carleton University.

Having completed the Canadian Securities and Branch Manager courses through the Canadian Securities Institute (CSI), Miriam is licensed with the Mutual Fund Dealer’s Association in Ontario, Alberta and Newfoundland. Prior to joining Investment Planning Counsel in 2014, Miriam worked at another investment firm in Sault Ste. Marie. Earlier in her career, she had the opportunity to live in Germany and Croatia, working at Oracle and IBM. Miriam made the decision to return to her hometown in 2006 to be closer to family. Miriam understands that each investor has unique financial goals and needs which require specialized strategies and planning. Ensuring that clients receive objective and expert advice is of paramount importance to her. Discussions with clients are individualized in order to recognize and accommodate unique situations by offering “advice your way”. She understands the importance of flexibility by providing financial strategies applicable to changing life circumstances.
Happy to call Sault Ste. Marie her home, Miriam loves spending time with her lovely daughters Kristina and Adriana. Blessed to live in such a beautiful area, they enjoy hiking and cross-country skiing together as well as attending concerts and theatre productions. Miriam is delighted to spend time with extended family and friends, enjoying the outdoors, cooking and sharing good food and engaging in insightful conversation.

Ellen MacDougall

Financial Advisor

ellen.macdougall@ipcc.org

Ellen has been the Financial Advisor for over 25 years. She holds her CFP® designation, the highest internationally recognized Financial Planning certification in our industry, and is well versed in all aspects of financial planning including investment planning, asset allocation, taxation, estate planning, risk, and debt management.

CFP designates must adhere to the highest standards of competence, ethics and meet the ongoing annual educational requirements to maintain good standing. It is truly is the gold standard of financial planning. Ellen enjoys the outdoor life in northern Ontario and spends her off time mostly on the shores of Lake Superior.
Insurance products available through EJM Financial Ltd.

Corrado Tiralongo

Chief Investment Officer, Counsel Portfolio Services

Rana Chauhan

Chief Investment Strategist, Counsel Portfolio Services

Rahim Dhalla, CIM

Director, Portfolio Management, IPC Portfolio Services

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 Corporate Social Responsibility(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 effects of their efforts are always rewarding.

Our Team