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

Margaret Clarke

PFP
Financial Planner

Margaret Clarke, PFP is a Financial Planner with Investment Planning Counsel, IPC Investment Corporation. She has been assisting clients with investments since 1993 and has ex...

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Margaret Clarke

PFP
Financial Planner

Margaret Clarke, PFP is a Financial Planner with Investment Planning Counsel, IPC Investment Corporation. She has been assisting clients with investments since 1993 and has experience with different financial environments. In 2007, she obtained her insurance license to offer expertise in risk management.

She worked for a large Canadian bank for 27 years prior to becoming an independent advisor in 2007.

Margaret enjoys guiding clients through the confusion of financial choices to make the most of their money. Quite often a money problem will touch a few different areas such as “do I save in money in my RRSP or pay down a mortgage”? Using a holistic approach to explore solutions is beneficial. She provides people with choices and explains options in clear language so people can feel comfortable making an educated decision.

A thorough Financial Plan will include your Dreams and Goals, Investment Review, Risk Management Review, Banking Review including debt such as mortgages, Estate planning and Tax Planning.

Ongoing education is important to her. She has completed courses such as the Canadian Securities, Investment Strategies for Retirees, Pre-Retirement Planning, Managing High Net Worth and Optimizing Retirement Income.

She enjoys CrossFit exercise to stay in shape. She has competed in Ballroom Dancing with her long-time partner. She has one son who is in University.

 

You may contact Margaret Clarke as follows:

2260 Lorne Street, Regina, Saskatchewan S4P 2M7

Telephone: office 306-206-4747 cell 306-539-7029

Email: Margaret@mclarkefinancial.com

Website: www.Mclarkefinancial.com

Linkedin: https://www.linkedin.com/in/margaretclarke2/

Facebook: https://www.facebook.com/margaretclarkefinancialplanner/
 

Insurance products available through Margaret Clarke.

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.