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

Mike Davies

PFP, EPC
Financial Planner

Mike has over 43 years of experience in the financial planning industry, having worked with a large international bank based in the U.K. and a large Canadian bank before joini...

Don Moffat

CFP®, EPC
Financial Planner

Don has over 40 years of experience in the financial services industry, having worked at large Canadian banks before joining IPC Investment Corporation in 2004. Don holds the ...

Maryanne Harmer

Licensed Assistant

Maryanne has over 23 years of experience as an administrative assistant in the financial planning industry and joined The Davies Moffat Team in 2009. Maryanne has a business d...

Shannon Dillman

Licensed Assistant

Shannon joined our team in December 2023 and holds a BA from Brock University, as well as having completed her Canadian Investment Funds Course. Shannon lives in Brantford wit...

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Mike Davies

PFP, EPC
Financial Planner

Mike has over 43 years of experience in the financial planning industry, having worked with a large international bank based in the U.K. and a large Canadian bank before joining IPC Investment Corporation in 2004. Mike holds the Personal Financial Planning (PFP) and the Elder Planning Counselor (EPC) designations, and is life licensed.


Mike and his wife Nancy live in Hamilton with their twin 21-year-old daughters, Kathryn and Michelle.

 

Insurance products available through DMS Financial Services Inc.

Don Moffat

CFP®, EPC
Financial Planner

Don has over 40 years of experience in the financial services industry, having worked at large Canadian banks before joining IPC Investment Corporation in 2004. Don holds the Certified Financial Planner (CFP®) Elder Planning Counselor (EPC) and is life licensed.

Don resides in Burlington and enjoys spending his free time at his Dwight area cottage.

 

Insurance products available through DMS Financial Services Inc.

Maryanne Harmer

Licensed Assistant

Maryanne has over 23 years of experience as an administrative assistant in the financial planning industry and joined The Davies Moffat Team in 2009.

Maryanne has a business diploma from Mohawk College and has successfully completed The Canadian Investment Funds Course and Branch Manager Course which gives her additional knowledge when assisting clients and members of our team. She is involved in all aspects of administrative and clerical responsibilities and is a valuable asset to our team.

Maryanne is the proud mother of three and grandmother of four and resides in Paris, Ontario with her husband Jim.

Shannon Dillman

Licensed Assistant

Shannon joined our team in December 2023 and holds a BA from Brock University, as well as having completed her Canadian Investment Funds Course. Shannon lives in Brantford with her husband Joe and their two children.

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.