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

Joe Carpenter

CFP®
Financial Planner

As a CERTIFIED FINANCIAL PLANNER professional, I work in your best interest to create the best financial plan to meet your needs. The financial products we recommend for you, ...

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Joe Carpenter

CFP®
Financial Planner

As a CERTIFIED FINANCIAL PLANNER professional, I work in your best interest to create the best financial plan to meet your needs. The financial products we recommend for you, are what we believe to be the best products for you; and provide the products at a reasonable price.


We are able to provide insurance solutions from a variety of different carries. We survey the life insurance companies, a copy of the survey is provided to you. Then we recommend an insurance company product from the survey and explain why we chose that company.


I have over 35 years of financial planning experience, including tenures at a major international bank in Australia and a local Ontario credit union. My credentials include a Bachelors of Math., from the University of Waterloo, CFP (Certified Financial Planner) and CSC Canadian Securities Course.

Giving back to my community, I am very active as a Rotarian with the Guelph Trillium Rotary Club; The Rotary International Travel Fellowship and the Rotary International Golden Triangle Camp Enterprise committee and past board member of the Guelph Curling Club.

In my spare time we love to cruise on river boats and cruise ships. We curl, play bridge & golf, and I love to scuba dive.

I look forward to assisting you with your financial future.

 

Insurance products available through John Carpenter.

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.