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

David Bartley

Investment Advisor

David has been working in the financial industry for over 10 years, the majority with Investment Planning Counsel. His previous work history includes coaching, supporting and ...

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David Bartley

Investment Advisor

David has been working in the financial industry for over 10 years, the majority with Investment Planning Counsel. His previous work history includes coaching, supporting and consulting investment advisors, creating first-class client experiences while helping them navigate the rigours of the financial industry.

David’s straightforward approach has guided him successfully in becoming a source of dependable knowledge you can trust. His passion for helping others and meticulously ensuring each client receives the proper care and attention while keeping things easy to understand is one of his greatest attributes.

David grew up in the financial industry with a family of financial planners and insurance specialists. He now carries on this family legacy while helping to build yours.

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.