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.

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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 ...
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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...
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Russell ElfordCFP®, RRC

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 ...
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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...
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Allene Larrivee

Client Services Specialist

Allene has over 38 years of experience in the financial services industry and is the newest member of our Team. As our Client Services Specialist, she is the point of first contact for the team. In he...
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Rahim Dhalla, CIM

Director, Portfolio Management, Counsel Portfolio Services

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.

We are proud to support The Tourette Syndrome Foundation of Canada by way of financial resources and advocacy. The TS Foundation has been instrumental in creating awareness and support for children, families and educators who must deal with TS and associative disorders.
Established in 1976, the Tourette Syndrome Foundation of Canada (TSFC) is the only federally registered, charitable organization of volunteers assisting individuals affected by Tourette Syndrome (TS) and its associated disorders. We are dedicated to improving the quality of life for those with, or affected by, Tourette Syndrome through programs of education, advocacy, self-help and the promotion of research.
Mission: The Tourette Syndrome Foundation of Canada is a national voluntary organization dedicated to improving the quality of life for those with or affected by Tourette Syndrome through programs of: education, advocacy, self-help and the promotion of research.
Vision: All people who have Tourette Syndrome will lead quality lives as accepted and valued members of an informed, tolerant society.
Strategic Direction: The TSFC has identified five key strategic themes that will enable the organization to move toward achieving our vision. Our focus through 2010 will be in the following five areas;
• Awareness and Acceptance
• Capacity Building
• Funding
• Research
• Public Profile
As a federally registered, charitable organization of volunteers, we receive no government funds for our operations. All programs are provided by the organizations ability to fund operations from annual programs including membership, fund raising events at the national and chapter levels, specific project grants, sales of goods & merchandise and annual donations. The need to focus our attention upon the five key strategic themes will allow for the growth of our organization in addition to our day to day business.
Purpose: In fulfillment of its mission, the Foundation disseminates educational material to individuals, professionals and agencies in the fields of health care, education and government through its local affiliates. These Chapters, Resource Units and Contact Representatives across the country help TS patients and their families cope with the problems that so often occur with a diagnosis of TS.
In collaboration with the National body they help raise much needed awareness in their respective communities. The TSFC also stimulates and funds research that will ultimately find the cause of and cure for Tourette Syndrome and, at the same time, lead to improved medications and treatments. In addition to the development and distribution of print material, the Foundation also:
• Encourages development and supports affiliates across the country
• Advocates on behalf of vulnerable members
• Produces a tri-annual newsletter
• Organizes workshops and symposiums to increase the knowledge and sensitivity of health care professionals and the community at large • Provides periodic forums for scientists and clinicians and others working in the field of TS
• Offers an opportunity to join others affected by TS to discuss common problems and foster mutual support; and
• Supports the Brain Bank Program and collaborates with other agencies dealing with neurological disorders
The Tourette Syndrome Foundation of Canada (TSFC) is a national, federally registered (#11926 7862 RR0001), charitable organization of volunteers that was established in 1976 to assist individuals and families affected by Tourette Syndrome (TS) and its associated disorders.