Our Team

 

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

Through our disciplined process of holistic wealth management, we help our clients to live their dreams with peace of mind by creating footprints to their success.

You've worked hard for your money, so controlling your risks and minimizing taxes is important. We understand that too. We know that your financial objectives are very personal, so we'll help you make the most of your investments to achieve your goals and secure the future you dream of.

We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about financial planning, the more likely you are to reach your financial goals, and we're here to help you do that. We embrace investor education because it enables us to build strong relationships with our clients.


 

Pat MagliaroCFP, CCS

Certified Financial Planner®

Pat Magliaro is a Certified Financial Planner (CFP®) with 25+ years of experience working with individuals, families and small businesses to help them reach their financial objectives. Pat is passiona...
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Fiona Moniz

Administrative Assistant

Fiona is the face of Magliaro Financial Planning. She is friendly and helpful with a positive demeanor. She is the first person you will see or speak with as you enter the office or call in. Fiona is ...
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Our Consultants

Corrado Tiralongo

Chief Investment Officer, Counsel Portfolio Services

Rana Chauhan

Chief Investment Strategist, Counsel Portfolio Services

Rahim Dhalla, CIM

Director, Portfolio Management, Counsel Portfolio Services
CIM
 

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.

SickKids Foundation

sick kids The need is enormous. Every year, more than 100,000 children come to SickKids for life-saving care and the number continues to grow. Thanks in large part to donations SickKids is already one of the world’s leading health-care institutions. With continued support, we can continue to push the frontiers of what is possible in care, research and learning. Every dollar counts. Every supporter makes a difference for kids.

Ronald McDonald House

sick kids Keeping families of sick children together and close to the care they need. Today, RMHC is part of the fabric of Canada’s paediatric health care system. Across Canada, RMHC’s 34 programs provide families with a sick child with a home to stay at where they can sleep, share meals, do laundry, and connect with other families, making their journey a little easier.