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

Susan Wiley

CFP®, CEPA®
Financial Planner

My goal has always been to build financial independence, and as a Financial Planner, I’m passionate about helping others do the same through holistic, personalized wealth stra...

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Susan Wiley

CFP®, CEPA®
Financial Planner

My goal has always been to build financial independence, and as a Financial Planner, I’m passionate about helping others do the same through holistic, personalized wealth strategies.

I work with a wide range of professionals – including business owners, teachers, health‑care providers, and farmers – as well as individuals navigating significant life transitions such as divorce, the loss of a loved one, or the approach of retirement. Together with a team of specialized professionals, my practice follows a proven planning process to create customized strategies that address retirement income needs, risk management, pension considerations, tax efficiency, and estate planning.

With nearly 20 years of experience in the financial services industry, I have been a CERTIFIED FINANCIAL PLANNER® professional since 2013 – widely recognized as the gold standard of financial planning in Canada. I have also earned the Certified Exit Planning Advisor (CEPA®) designation, enabling me to support business owners with comprehensive and strategic succession planning.

I am committed to exceeding your expectations and look forward to working with you. I invite you to partner with me to plan your legacy – protecting what matters most to you and your family today, and for generations to come.

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.