Dennis Charrette, CFP, CIM, FCSI
Certified Financial Planner
IPC Investment Corporation
Dennis Charrette recognizes that your circumstances are unique and that Trust is at the heart of the financial planning relationship. Trust in the planner's competence, integrity and objectivity. Trust that the planner will act first and foremost in your best interest.
In 1997, after 20 years with a major Canadian Bank, Dennis joined an independent dealer, where he could focus on building relationships, and financial plans for his clients. In 2008 his branch joined Investment Planning Counsel, and in 2012 we moved into our home in the historic Carnegie Library in Ayr. Many of Dennis’ clients have been with him over 20 years, and span multiple generations. In his efforts to ensure he provides his clients with the expertise that they are entitled to expect, Dennis has obtained the following designations: Certified Financial Planner, Chartered Investment Manager, Fellow of the Canadian Securities Institute. As a Certified Financial Planner, Dennis looks at more than just your investments, but at your whole financial picture. Developing a financial plan that addresses all the risks that affect your finances, not just those in the stock market, and is customized for your situation, whether you are an employee, a business owner, a caretaker, or a retiree. Dennis provides the planning and investment advice, as well as the implementation or execution of the financial plan.