Our Team

 

 

We provide a customized financial plan that evolves as your circumstances changes! All pieces of your financial life are related. You can’t decide one without it impacting another. Myself and my team are dedicated to providing the right guidance and expertise in all areas of you and your family’s finances. This includes investments, retirement, personal and business taxes, insurance needs and more. We are dedicated and absolutely committed to providing the highest level of beneficial client services.

 

Paul BarrecaCFP®

Financial Advisor & Managing Director

Paul has been a celebrated radio personality for more than 20 years, most recently as the host of the Sunday Money Show on Newstalk 1010 radio. In 1993, he founded West End Wealth Planning and partner...
Read more

William Barreca

Associate Advisor

After graduating from Queen’s University in 2015, William worked to attain his industry credentials and joined West End Wealth Planning in 2017. He is currently working towards his Certified Financial...
Read more

Akiva Ames

CIM, PFP

Akiva is a Chartered Investment Manager (CIM) and Personal Financial Planner (PFP). He has worked in the financial services industry since 2006. Akiva's passion for Financial Planning is a major reaso...
Read more

Vikki Rollo

Administrative Assistant

Vikki joined the West End Wealth team in 2018. Vikki is responsible for scheduling client meetings, overseeing account administration, and acting as a resource for our clients. She is also working tow...
Read more

Our Associate Specialists

Zak Goldman

Estate & Insurance Specialist

Sterling Park Group

Brett Okorofsky

Estate & Insurance Specialist

Sterling Park Group

Dennis Serre

Tax & Pension Specialist

Serre Financial

William

Rana Chauhan

Chief Investment Strategist

IPC Counsel Portfolio

Lynda

Richard Chuback

Barrister & Solicitor

Abigail

Gary Booth

Chartered Accountant

 

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.