Our Team

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


 

Bruce MannEPC, CHS

Financial Advisor

Bruce has over 25 years experience working in the financial industry. Bruce’s commitment to ongoing courses and seminars attest to his dedication in keeping informed, enabling him to better help you a...
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Donna Racco

Client Relations Manager

Donna joined The Mann Financial Group in December 2009. Donna is committed to providing The Total Client Experience. She brings with her a strong customer service background. Donna provides cheerful s...
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Kathy Mann

Office Manager

Kathy joined The Mann Financial Group in January 2000. Kathy is responsible for client service, communicating with head office and companies we do business with. She brings over 20 years’ experience o...
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Laurie MurphyBBA

Licensed Assistant

Laurie joined The Mann Financial Group in January 2013. She has her Bachelor of Business Administration and brings over 20 years experience in Sales and Marketing. Laurie completed the Investment Fund...
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Our Consultants

Rahim Dhalla, CIM

Director, Portfolio Management Counsel Portfolio Services

Rana Chauhan

Chief Investment Strategist, Counsel Portfolio Services

Matthew Conrad

Investment Advisor & Portfolio Manager IPC Securities Corporation

Richard Allatt

Mortgage Broker (Lic#M08000111) Mortgage Intelligence (Lic#10428)

Susan Dagnall

Retail Lending Specialist Manulife Bank
 

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.

The Sharing Place Food Bank is the Orillia area's largest and busiest food bank. A member of the Ontario Association of Food Banks, we have been operating since 1988. In the past 12 months, our volunteers have provided needed, nutritious food to approximately 15,000 people of all ages, from infants and toddlers to disabled seniors.

At Couchiching Jubilee House, we work to empower homeless or near homeless women to improve the quality of their lives through individualized support and transitional housing. The women in our program come from varying ages and backgrounds but each one has made a choice to work towards a much brighter future.

The Salvation Army gives hope and support to vulnerable people today and everyday in 400 communities across Canada and 113 countries around the world. The Salvation Army offers practical assistance for children and families, often tending to the basic necessities of life, provides shelter for homeless people and rehabilitation for people who have lost control of their lives to an addiction.

Located in the heart of Ontario’s lake country, Orillia Soldiers’ Memorial Hospital (OSMH) is a community hospital providing regional programs, as well as surgical and medical services to the residents of Simcoe County and Muskoka. At Orillia Soldiers’ Memorial Hospital, we live our motto of A Healthier Future.