Our Consultants

 Mike Dunn Mike Dunn, CFP®
Wealth Advisor 
IPC Securities Corporation


Mike is committed to building long lasting relationships with his clients and helping them reach their financial goals. Every client situation is unique and customizing a plan tailored toward those unique situations is what makes a Wealth Advisor’s role so important. Trust, transparency, integrity and professionalism are the cornerstone to Mike’s business.

Mike began his career with Manulife Financial in the investment industry in 2007. With roles in Compliance with Manulife and as an Internal Wholesaler, he has focused on the training, education and implementation of various investment products to one’s overall wealth strategy. In 2011, he joined RBC Dominion Securities as a Segregated Fund Specialist and focused on helping Investment Advisors and their clients understand segregated funds and where they fit in a portfolio.

Mike obtained his Bachelor degree in Communications and Business from Wilfrid Laurier University, as well as a post graduate certificate in Marketing Management from Sheridan College. Mike has completed numerous industry related courses and has successfully completed his Certified Financial Planning designation, which is the highest accreditation in Financial Planning.

Mike resides in North York and in his spare time he is an avid golfer and sports enthusiast. He also has a passion for cooking and aerospace.
 
 Sharon Wang Sharon Wang, P. Eng.®
Wealth Advisor 
IPC Securities Corporation


Sharon Wang has worked in the financial services industry since 2009. Prior to joining the financial services industry, Sharon worked in the computer software industry for over 20 years focusing on financial software. She graduated from the University of Toronto Electrical Engineering in 1985 with a degree as a Professional Engineer. Sharon is currently working on her CFP® designations.

Sharon loves to work with people to help them to reach their financial goals. Sharon works to provide full, tax efficient and complete financial plans and solutions that focus on the specific needs of the clients.

Mike obtained his Bachelor degree in Communications and Business from Wilfrid Laurier University, as well as a post graduate certificate in Marketing Management from Sheridan College. Mike has completed numerous industry related courses and has successfully completed his Certified Financial Planning designation, which is the highest accreditation in Financial Planning.

Sharon loves to golf and is very active in local charities. Sharon is fully committed to providing an outstanding level of service and support to our clients. Sharon is also fluent in Mandarin.
 

Dan Kusel

Dan Kusel
Consultant


Dan previously had a successful financial planning practice for 10 years with Investment Planning Counsel. His business was built on long term relationships with clients committed to realizing their financial and personal dreams through the development, implementation and review of a comprehensive financial plan. He believes strongly that financial independence is not an end in itself, but rather a means to personal growth. Financial success is available to anyone who sets their investment plans on a strong foundation of managing their budget and protecting their future with adequate insurance. His commitment is to take the mystery out of financial planning so his clients have the time and peace of mind to enrich their lives.
 

Ian Veitch

Ian Veitch
Consultant


For over a decade, Ian had a successful financial planning practice with Investment Planning Counsel. His personal passion for helping people and businesses with financial and investment management solutions is combined with over fifteen years of “hands on” executive experience in a variety of service organizations, including at the vice president and director levels, He encouraged his clients to think clearly and early on about their life goals, to pay themselves first, to act on the disciplined advice of a qualified financial professional, and to continuously monitor and update their financial affairs to changing circumstances and opportunities. Ian created long-term relationships with his clients. He helped people build financial independence, so they can have peace of mind and better realize their lifetime dreams.