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

Joe Lee-Owe

Financial Consultant

Joe started his career on the supply side of the Financial Services industry working various roles with a few different Chartered Financial Institutions and eventually transit...

Kevin MacLeod

CFP®, RRC, CEA
Financial Advisor

Good advice was a rare commodity 20 years ago when Kevin found his personal and professional lives evolving. He and his wife were about to start a family and – having recently...

Carrie Silver

Executive Assistant

Carrie joined the Financial Services industry from a career in hotel management where she did it all! She managed a staff of 30 people, was an administrator extraordinaire, su...

Zuzanna Ondrejkova

Client Care Manager

Zuzana started her career as a Financial Planner in Slovakia before she moved to Canada with her husband and daughter, almost 14 years ago. She continued to build on her exper...

Mira Silaghi

Client Services Manager

Mira brings extensive Financial Administration and Financial Planning experience from previous roles with a few different well established advisory offices in Calgary. This re...

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Joe Lee-Owe

Financial Consultant

Joe started his career on the supply side of the Financial Services industry working various roles with a few different Chartered Financial Institutions and eventually transitioning to a specialized role within the investment side of the industry. In this role, Joe was exposed to Financial Advisors in a variety of different practice structures and personalities. This allowed him to discover that his real passion lay in working with individuals and families to achieve their financial goals and giving them the best possible experience while getting there. He partnered with an established advisory team to learn the business from the inside out and eventually took on the lead role himself. A true problem solver, Joe enjoys finding unique and creative means of resolving client financial issues — whether it be retirement, tax or estate planning. Joe is a people person through and through which is why his meetings are as much about connecting with clients personally, as they are about helping them find a path forward. When not in the office, Joe spends his time coaching soccer and traveling with his wife and kids.

 

Insurance products available through Joseph Lee-Owe.

Kevin MacLeod

CFP®, RRC, CEA
Financial Advisor

Good advice was a rare commodity 20 years ago when Kevin found his personal and professional lives evolving. He and his wife were about to start a family and – having recently sold his retail business – he was seeking a new career. After a yearlong search, Kevin sought financial advice as a means of securing his future. Instead he found a passion for financial services and his future was realized. Kevin earned his CFP designation and set out to educate people on money matters, one client at a time. As a focused and passionate leader, Kevin’s greatest reward comes from helping clients make informed financial decisions. “There are two things we have no control over: the markets and life. We help our clients make great decisions that are designed – among other things – to weather the unexpected.”

 

 Insurance Products available through Money Advisor Wealth Management Inc.

Carrie Silver

Executive Assistant

Carrie joined the Financial Services industry from a career in hotel management where she did it all! She managed a staff of 30 people, was an administrator extraordinaire, successfully led the hotel with ‘A’ level inspection ratings and took on the project management role for renovations and demolitions. She has an eye for style and loves interior design almost as much as she loves ice cream! Which is why you will find her in a kickboxing or spin class during her free time when she is not hanging out with her daughter and best friend of 19 years.

Zuzanna Ondrejkova

Client Care Manager

Zuzana started her career as a Financial Planner in Slovakia before she moved to Canada with her husband and daughter, almost 14 years ago. She continued to build on her experience in the financial field working with one of Canada’s largest brokerages providing support to a multitude of advisory teams. In her free time, Zuzana has a very active lifestyle and enjoys the arts, music, and performing traditional Slovak folk dances and songs. When Zuzana is not in the office, she can often be found at the top of one of the peaks in the Rocky Mountains.

Mira Silaghi

Client Services Manager

Mira brings extensive Financial Administration and Financial Planning experience from previous roles with a few different well established advisory offices in Calgary. This real-world experience & strong work ethic coupled with a Bachelor’s degree in Commerce with a major in Business allows Mira to provide clients with an exception experience, ongoing support and a high-level of client service.

 

When Mira is not working, she loves spending time with family and friends, enjoying long walks and hiking.

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.