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

Lee Terry

CFP®, FCSI®, CIM, BComm
Investment Advisor

Lee Terry has been a Certified Financial Planner professional since 1999. With over 25 years experience in the financial services industry, Lee spent almost 24 of those years ...

Devon Heasman

Office Manager

Devon has over 16 years of experience in the financial services industry in various roles and has worked closely with Lee for a number of years creating a successful partnersh...

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Lee Terry

CFP®, FCSI®, CIM, BComm
Investment Advisor

Lee Terry has been a Certified Financial Planner professional since 1999. With over 25 years experience in the financial services industry, Lee spent almost 24 of those years in a large Canadian bank as one of their top advisors. He is a well-respected Investment Advisor across Canada capable of serving many provinces.

Lee values building strong interpersonal relationships with his clients while developing a comprehensive financial plan and customized investment portfolio for each client’s unique situation. His goal is to increase the wealth of his clients by providing objective advice for all their financial planning needs as clients go through the different stages of life.

Lee earned his Bachelor of Commerce from York University in 1999. He also acquired a business diploma in Marketing from Durham College in 1994. He obtained his Certified Financial Planner designation (CFP ) in 1999, the Canadian Investment Manager (CIM) in 1999, the Financial Management Advisor (FMA) in 2001, the Fellow of the Canadian Securities Institute (FCSI ) in 2003, the Registered Retirement Consultant (RRC ) in 2012, as well as the Canadian Securities Course (CSC) in 1997.

Lee has always been a highly recognized and celebrated Financial Planner, earning multiple awards over the last 25 years. Unfortunately, he is still desperately hoping for a similar win from the Toronto Maple Leafs!

Lee enjoys spending time with his two boys. In his free time, he likes walking his dogs and taking in the natural and peaceful surroundings from his deck at his country home. Lee volunteers as a Board member for a local foundation and is always looking for other opportunities to assist his community. The Toronto Blue Jays and the Toronto Maple Leafs bring him joy, especially when they win!

Devon Heasman

Office Manager

Devon has over 16 years of experience in the financial services industry in various roles and has worked closely with Lee for a number of years creating a successful partnership.

 

Devon consistently demonstrates genuine care, dedication, and knowledge when working with clients. As an Office Manager / Executive Assistant, Devon’s role will include managing client inquiries, scheduling and preparing for meetings, and running the day to day operations of the office. Her primary focus is to ensure that each client is well cared for.

 

Devon enjoys the outdoors, being active, and spending time with family and friends.

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.