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.

Our personalized financial planning process provides an opportunity to meet one on one with you, listening to your values and goals.

We will create a comprehensive plan, provide objective recommendations, and through regular progress meetings update your plan as your life and needs evolve. At Investment Planning Counsel, we’re committed to helping you live your dream.

logo

Managing your money and planning your financial security are no easy tasks. Time constraints, ever-changing tax laws, a confusing assortment of investment options - all present roadblocks for most people in addressing their financial affairs in any effective and coherent way.

We're here to help. Through our work together, you get a diverse range of wealth, investment, and life management offerings, combined with professional expertise, independent advice, and individual service. We'll simplify your life by guiding you through complex decisions and taking the lead in managing your evolving financial and personal needs.

We also recognize that not everyone faces the same financial issues. As such, our goal is to focus on what is important to you, in your case. The ultimate implementation of any proposed and relevant solutions would then follow an agreed-upon timetable.

In our view, you are far more likely to achieve your financial objectives with the help of sound professional advice, discipline, and the benefit of a clear and understandable financial plan.


 

Stefano FrancescutB.Ed., CFP®

Senior Wealth Advisor

Stefano Francescut is a highly regarded CERTIFIED FINANCIAL PLANNER professional with Investment Planning Counsel in Sherwood Park. Stefano utilizes his Personal Wealth Management Strategy to develop ...
Read more

Barbara Francescut

Client Services, Administration Specialist

Barbara is responsible for helping all clients with their administrative questions and requirements and has been an integral part or our professional team since 1999. She works hard to ensure that eve...
Read more

Russell Elford

Senior Wealth Advisor

With more than 20 years in the financial services industry, Russell’s clients appreciate his expertise, integrity, leadership abilities, commitment to excellence and dedication to making a difference ...
Read more

Nicole HaliburtonRRC

Licensed Associate

With over 25 years of experience in the financial services industry, Nicole brings to our team a wealth of unparalleled experience. Nicole joined our team in 2013, and as Russ’s licensed assistant, sh...
Read more

Rahim Dhalla, CIM

Director, Portfolio Management, Counsel Portfolio Services
CIM

Rana Chauhan

Chief Investment Strategist, Counsel Portfolio Services

Chris J. Korte

Certified Financial Planner
 

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.