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

Greg Dowdall

CFP®, CIM®, FCSI®, CLU
Senior Financial Advisor

Greg is an Investment Advisor, with more than 15 years experience and significant qualifications. He is a Certified Financial Professional, a Chartered Investment Manager (CIM...

Dustin Harford

Licensed Assistant

Dustin joined our team in September 2023 as an Administrative Assistant, focusing on the IIROC operations in our branch. He was born and raised in Lindsay and graduated from T...

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Greg Dowdall

CFP®, CIM®, FCSI®, CLU
Senior Financial Advisor

Greg is an Investment Advisor, with more than 15 years experience and significant qualifications. He is a Certified Financial Professional, a Chartered Investment Manager (CIM®), and a Fellow of the Canadian Securities Institute (FCSI®). The latter designation is widely viewed as the gold standard for investment advisors. He launched the Lindsay branch office for Investment Planning Counsel in 2006.

His approach is to help clients understand their financial position relative to their financial objectives. He establishes a disciplined process to help people reach goals. His efforts are focussed on helping clients preserve assets, increase income, and reduce income taxes. He explains investment options in a manner that is easy to understand. Further, he adapts an investment plan to suit each client's personal comfort level. He is often described as being friendly, outgoing, and having a great sense of humour. Greg is accessible and is willing to make house calls when that is necessary.

As an Investment Advisor at IPC Securities Corporation, Greg is supported by one of Canada's largest financial services corporations, Power Financial, whose interests include prominent brands such as Investors Group, and Mackenzie Investments.

He has been sourced for local seminars, nationally broadcast radio programs, and publications, including Maclean's Magazine, Canadian MoneySaver Magazine and Kawartha Lakes This Week. Currently Greg is Secretary for the Kawartha Lakes Estate Planning Counsel and is a Board Member for the Lindsay and District Chamber of Commerce.

Greg possesses the knowledge, experience, and skill set to help you realize your financial goals.

Book an appiontment with Greg!

 

Insurance products available through Gregory Dowdall.

Dustin Harford

Licensed Assistant

Dustin joined our team in September 2023 as an Administrative Assistant, focusing on the IIROC operations in our branch. He was born and raised in Lindsay and graduated from Trent University in 2022, earning a Bachelor of Science (B.Sc.) degree in Economics. Dustin also holds additional post-secondary certificates in Financial Accounting and Data Analytics.

Due to his excellent organizational skills and attention to detail, his experience is primarily concentrated in office administration, accounting, and project management. More recently, Dustin has acquired experience in retail banking and mutual funds administration, which allowed him to complete the Canadian Investment Funds Course™ (CIFC), a license commonly held among mutual fund administrators.

His high standard of professionalism and punctual nature consistently ensure that requests from clients and his advisor are completed on time and with care to maintain the highly regarded client experience that one comes to expect from IPC. Dustin likes to ensure positive and memorable interactions with all of our clients and is always willing to help and surpass their expectations.

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.