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 Johnstone

Investment Advisor
CFP® FMA FCSI

I’ve been an Advisor for more than 20 years, it’s my first and chosen career. Even as a teenager I had an inclination and aptitude for all things related to money and after un...

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David Johnstone

Investment Advisor
CFP® FMA FCSI

I’ve been an Advisor for more than 20 years, it’s my first and chosen career. Even as a teenager I had an inclination and aptitude for all things related to money and after university I went straight to work in the head office of a large investment management firm.

Since then, I’ve pursued learning and professional designations that allow me to simplify and organize the financial side of life for business owners, incorporated professionals, high income earners and their families.

As an independent advisor I am not tied to quotas or the product offerings of any company. I build and implement financial solutions designed around your specific situation.

I have been a CFP Professional since 2005, which binds me to a fiduciary standard and Code of Ethics to always act in my client’s best interest. I have earned the Financial Management Advisor (FMA) designation, which reflects advanced knowledge beyond the scope of basic financial planning, as well as the peer-endorsed Fellow of the Canadian Securities Institute (FCSI).

My approach to working with clients is simple: by working with us you will have better real-life, long-term financial results than your peers or could be achieved on your own.

We work only for our clients. And we know that these are long term relationships. Choosing each other carefully, making sure there is a “fit” is always how we begin to welcome a new client like you.

If you want to better organize and simplify your finances, get clarity about your financial future or move to the next level of financial management, let’s get together and start the conversation.

The coffee is on me.

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.