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

Ken Crosson

CERTIFIED FINANCIAL PLANNER®, CPCA
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. Alo...

Tara-Lee Crosson

CERTIFIED FINANCIAL PLANNER®, BA
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) ...

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Ken Crosson

CERTIFIED FINANCIAL PLANNER®, CPCA
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 developed a wealth of expertise in both life insurance and financial services and founded Crossco Financial Inc. He runs a thriving financial services practice, providing solutions to both families and businesses. His extensive field experience translates into great service for you – whether it be in rural or urban communities – in Saskatchewan and Western Canada.

During his years in the financial services industry, he had ten years of management, working his way up to vice-president and in charge of a division across Canada. Prior to that, he worked in the potash industry as a miner; in the family owned retail grocery business; and as a former mayor/councilor.

In his career, he has taken or been involved in the following: A.M.T.C. (Agency Manager Training Course); graduate of Dale Carnegie; Certificate in Effective Presentation (RCMP) and was a previous local director of CAIFA (The Canadian Association of Insurance and Financial Advisors) and L.I.M.A (Life Insurance Management Association).

To date, Ken has earned both the Certified Financial Planner (CFP®) and Certified Professional Consultant on Aging (CPCA) designations. He is currently working towards the Chartered Life Underwriter (CLU) designation.

He has many interests and hobbies, outside of the office, including sports (would rather participate than watch); yard work (no choice – 8/10ths of an acre); physical fitness (high priority) – he was a marathon man in 2001/2002/2003/2004 and did the West Coast Trail in 2012.

Ken and his wife, Joanne, enjoy church and family activities with their two daughters, Kelly (Derek) and Tara-Lee (Jeff) and grandchildren.

 

Insurance products available through Kenneth Crosson.

Tara-Lee Crosson

CERTIFIED FINANCIAL PLANNER®, BA
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 Bachelor of Business Administration degree from the University of Regina where she played with the U of R’s Cougar Basketball team while earning her degree.  During her time with the team, they won Gold/Silver/Bronze medals at Nationals.  She is a Regina Sports Hall of Fame Inductee. Tara-Lee has also been involved in coaching for Basketball Saskatchewan.

Tara-Lee inherited the same passion as her father, Ken, to help people achieve their financial success!

Tara-Lee enjoys working with young adults and families starting out on their financial journey.  But also helping all ages achieve financial independence, whether they are just beginning the journey or are further down the path, getting closer to retirement or in retirement.

Tara-Lee enjoys helping clients achieve all saving goals from buying homes, children’s education, saving for retirement and setting up the right income stream that will last the rest of their life.  She helps clients leave large tax-free estates to their heirs.  Tara-Lee’s goal is to create the most tax efficient Personal Financial Security Plan for her clients.

Tara-Lee is married to Jeff Del Castillo and has a 8 year old son, Jacob and 5 year old daughter, Nevaeh.  When Tara-Lee is not working, she and her family love travelling, watching their son play hockey and their daughter play soccer.

Insurance products are available through Tara-Lee Crosson.

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.