Investment Planning Counsel
Tara Klapstein is currently the Regional Director of Operations at Investment Planning Counsel, with previous experience as a Branch Manager at BMO Financial Group and Director of Operations at Natural Health Services Ltd. Additionally, Tara has held positions such as Operations Lead at various companies, including Deloitte. Tara has a Bachelor's Degree from the University of Alberta and a Train the Trainer Certification from Southern Alberta Institute of Technology. Tara has demonstrated strong leadership skills, strategic planning, and operational efficiency across a variety of industries and companies.
Investment Planning Counsel
Investment Planning Counsel (IPC) is one of Canada's leading independent wealth managers. We are a diverse group of people all driven towards one goal: helping our advisors build a better business. We support over 700 advisors who manage more than $30 billion in investments for over 200,000 Canadians. Our advisors help investors live their dreams through sound financial planning and comprehensive wealth management advice. We have strong family ties to some of Canada’s strongest and most prominent financial firms - Canada Life and Power Financial Corporation.