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

Sharon Wang

P. Eng.
Investment Advisor

Sharon Wang has worked in the financial sector focusing and providing client centric services and solutions since 2009. Sharon is a licensed securities advisor, mortgage and l...

Dale Clinker

Administrative Assistant

Since earning his Bachelor of Commerce degree from Queen’s University in 2014, Dale has successfully completed the Canadian Securities Course. He has also completed an FSCO ce...

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Sharon Wang

P. Eng.
Investment Advisor

Sharon Wang has worked in the financial sector focusing and providing client centric services and solutions since 2009.  Sharon is a licensed securities advisor, mortgage and life insurance agent.  Prior to joining the financial services industry, Sharon worked in the computer software industry for over 20 years focusing on financial software. She graduated from the University of Toronto Electrical Engineering in 1985 with a degree as a Professional Engineer.  Sharon is currently working on her CFP designations.

 

Sharon loves to work with people to help them to reach their financial goals. Sharon works from both the investment side and credit side to provide full, tax efficient and complete financial plans and solutions that focus on the specific needs of the clients.

 

Sharon loves to golf and is very active in local charities. Sharon is fully committed to providing an outstanding level of service and support to our clients. Sharon is also fluent in Mandarin.

 

Insurance products available through Sharon Wang.

Dale Clinker

Administrative Assistant

Since earning his Bachelor of Commerce degree from Queen’s University in 2014, Dale has successfully completed the Canadian Securities Course. He has also completed an FSCO certified Mortgage Agent Course, meeting all the educational requirements to obtain his Mortgage Agent License in Ontario.

 

Dale has been with Tanner Financial Services since the beginning of 2018, and currently assists advisors in providing customer service and building financial plans.  He is invested in expanding his financial knowledge and is committed to continuing his education in multiple facets of the financial industry.

 

Dale is a passionate hockey fan and enjoys spending time up north at the cottage.

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.