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

Lynley Davidson

FMA
Financial Advisor

I'm Lynley Davidson, a Financial Advisor committed to helping families achieve financial stability and security in this constantly changing global environment. With more than ...

Jenny Limliman

Administrative Assistant

Jenny has joined Lynley Davidson Team as receptionist bringing with her over Ten years of working for Investment Planning Counsel. She is very knowledge and experience in many...

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Lynley Davidson

FMA
Financial Advisor

I'm Lynley Davidson, a Financial Advisor committed to helping families achieve financial stability and security in this constantly changing global environment.
With more than 20 years of experience in the financial industry, I have managed money in both bull and bear markets. I provide customized wealth management services and use proven strategies to ensure you have the products to achieve your personal financial objectives. I will work with you at every stage, from wealth accumulation to transitioning into retirement and estate preservation. And I will help you realize your financial independence at levels that you may never before have thought possible.

My professional qualifications include the Canadian Securities Course, Professional Financial Planning Course, Wealth Management Course, Branch Managers Course and Management Financial Advisor Designation.

I believe the keys to successful investing are:

  • Proper diversification and asset allocation
  • Continuous monitoring of your investments
  • Professional money management
  • Tax efficiency
  • Time in the markets
  • Equities that build long-term wealth

I believe financial success begins with understanding the core values and goals of my clients, and then implementing a long-term planning process. Whether you are on the verge of retirement or saving for that next big trip, I am here to help.

 

Insurance products available through IPC Estate Services Inc.

Jenny Limliman

Administrative Assistant

Jenny has joined Lynley Davidson Team as receptionist bringing with her over Ten years of working for Investment Planning Counsel. She is very knowledge and experience in many aspects of the financial industry. Her extensive knowledge and experience continue to be an important asset to our practice.

 

Outside of work, Jenny enjoys spending her free time with her husband, two daughters. And visiting family in the Philippines.

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.