Our Team

 

Bringing over 45 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.


 

 

Ken CrossonCFP®, CPCA

Certified Financial Planner®

Ken is a founding partner of Discovery Financial Group Ltd. He brings over forty-one years of experience having worked for leading life insurance and investment companies. Along the way, Ken has devel...
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Tara-Lee CrossonCFP®, BA

Certified Financial Planner®

Tara-Lee started her career in the financial services industry in 2007 – working first with a Top Financial Company before moving to Discovery Financial Group (Regina Office) in 2008. She holds a Bach...
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Testimonials

 

On the advice of a friend, we asked Ken Crosson to call and discuss retirement with us. Over the time he has worked with us, we have been impressed with his professional manner. He is welcomed into our home as a friend.

- Ron & Sheila Miller (Retired – Esterhazy, SK)

 

 

 

In the 90’s, we chose Ken Crosson as our financial planner because he was a long-time friend. We knew he was knowledgeable and our previous investments through him had served us well. Ken’s integrity, his experience in the financial industry, and his consistent professional manner, have definitely earned and maintained our confidence in his professional advice.
- Ross & Helen Strong (Retired – Rocanville, SK)

 

 

It's important for us to trust our investment advisor. We've been dealing with Tara-Lee and Ken for over 10 years and know that every financial decision they help us with puts our best interests first. Tara-Lee always has time for us, never rushes us into a decision, and patiently explains and discloses all of our options. She's a positive, upbeat person and a pleasure to deal with.
 - Lyle & Amanda Garrioch

 

Our Consultants

Cindy M. Haynes

Barrister, Solicitor & Notary Public

Corrado Tiralongo

Chief Investment Officer, Counsel Portfolio Services

Rana Chauhan

Chief Investment Strategist, Counsel Portfolio Services

Rahim Dhalla, CIM

Director, Portfolio Management, Counsel Portfolio Services
 

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.

 

Promise Keepers
This organization is a nondenominational Christian men’s organization, leading men of all ages, to having a closer relationship with Christ.