Our Team

 

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 Frezell

Senior Associate

Joe is a firm believer that financial planning is an area that should be taken very seriously. For over 25 years, he has worked with one of the original practices within Investment Planning Counsel, h...
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Jeff Frezell

Associate

Jeff joined Investment Planning Counsel in 1993 after graduating from Laurentian University with a BA in Economics. Originally working with IPC’s Head Office in the capacity of Branch Manager and Comp...
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Jason Frezell

Associate

Jason joined Investment Planning Counsel in 2000 after graduating from the University of New Brunswick with a BBA. He became the Branch Manager for one of IPC’s original and largest branches. Working ...
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Marina Tenaglia

Executive Assistant

Marina Tenaglia joined the Frezell Team in 2006. Her responsibilities include scheduling appointments for both new and existing clients. She works closely with Jason Frezell to ensure that client inqu...
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Amy Frezell

Licensed Assistant

Amy joined the Frezell Team in 2005 after a successful career operating her own equestrian business. Amy graduated with a BA from York University in 1999. Amy works closely with Jeff to ensure that al...
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Patrick Kershaw

Assistant

Patrick joined The Frezell Team in 2019. He graduated with a BA from York University. He works a long side of Joe Frezell. Currently he is specializing in Group Benefits and Insurance.
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Our Consultants

Richard Chuback

Estate Lawyer , Phone # 416 787 1162 x224, Email: rchuback@chubacklaw.com

Sabrina Smith, AMP

Mortgage Agent (Lic#M08003978) Mortgage Intelligence (Lic#10428)

Gerry Holowachuk

 

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 Corporate Social Responsibility(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 effects of their efforts are always rewarding.