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

Rick Erven

CFP®, CLU, CH.F.C.
Investment Advisor

Started with Sun Life of Canada – July 1980 Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant Member of the Calgary Estate Planning Counc...

Roselle Barretto

Administrative Assistant

I have a Bachelor of Science degree major in Business Management. Before working as an Administrative Assistant, I worked in the hotel industry for about 10 years. The service...

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Rick Erven

CFP®, CLU, CH.F.C.
Investment Advisor
  • Started with Sun Life of Canada – July 1980
  • Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant
  • Member of the Calgary Estate Planning Council
  • Active Member of the Rotary Club of Calgary (past director)
  • Enjoy golf, skiing, hockey, travel

I have a planning-based financial practice, I especially enjoy working with clients to analyze their total financial picture to come up with understandable and efficient systems to meet their goals and objectives.

 

Insurance products available through Richard Erven.

Roselle Barretto

Administrative Assistant

I have a Bachelor of Science degree major in Business Management. Before working as an Administrative Assistant, I worked in the hotel industry for about 10 years. The service industry is very challenging, it stretches you, it nurtures patience, kindness and on their diverse complications as human beings. This honing in me became a part of me, of how I see people and yes I would actually venture to say the experience changed me and made me into the person I am today. Helping people with their needs just makes me happy for some reason.

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.