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

Kevin Lock

CFP®, EPC
Financial Planner

Kevin is your Certified Financial Planner (CFP ®) with over 20 years of experience in direct financial planning, investing, income tax preparation and estate planning services...

Sarah Lock

EPC, CEA
Financial Advisor

Sarah is Kevin’s niece and has been working with him since early 2012. She has over 14 years experience in the financial services industry, which includes a banking background...

Sheila Lock

Administrative Assistant

Kevin’s wife, Sheila, has always been involved in the background with various administrative tasks. Now, in addition to those duties and having retired from a 35 year career a...

Travis Lock

Administrative Assistant

Travis is our in-house paperwork preparer and sometimes a contact on the phone. He makes the flow of our clients meetings much smoother. Ensures the accuracy of all client inf...

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Kevin Lock

CFP®, EPC
Financial Planner

Kevin is your Certified Financial Planner (CFP ®) with over 20 years of experience in direct financial planning, investing, income tax preparation and estate planning services.

He works closely with the team to ensure you are receiving the highest quality service and advice from our office. He is here to work with you to create a financial plan and help guide you seamlessly into achieving your personal goals and retirement.

Financial planning, insurance products and tax services are available through Kevin Lock.

Sarah Lock

EPC, CEA
Financial Advisor

Sarah is Kevin’s niece and has been working with him since early 2012. She has over 14 years experience in the financial services industry, which includes a banking background. She is a licensed Mutual Funds representative (2008) as well as a licensed Life Insurance Agent.

Along side Kevin, she is here to provide you with an outstanding financial advice experience through investing, risk management and income tax preparation. She is a member of Advocis since 2012 (The Financial Advisor’s Association of Canada).  

 

Insurance products and tax services available through Sarah Lock.

Sheila Lock

Administrative Assistant

Kevin’s wife, Sheila, has always been involved in  the background with various administrative tasks.

Now, in addition to those duties and having retired from a 35 year career as a Dental Hygienist, her focus will be to assist with the needs of those clients 55 years and older.

Travis Lock

Administrative Assistant

Travis is our in-house paperwork preparer and sometimes a contact on the phone. He makes the flow of our clients meetings much smoother. Ensures the accuracy of all client information for regulatory purposes and updates and prepares all necessary documents.

Travis is Kevin's youngest son and was born and raised in London. He, along with his girlfriend Emily, live in Sarnia together experiencing the joys of their first home.

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.