Meet Our Team
Investment Advisor
Gian Paulo Spangaro has been with IPC Securities Corporation since 1999 and an Investment Advisor since 1995. His professional accreditations include being a CFA Charter holder, Certified Financial Planner (CFP) and Canadian Investment Manager (CIM).
His practice has revolved around providing education to clients and the general public through seminars, published articles and television. His focus on personal wealth management integrates investments, insurance, retirement planning, tax and estate planning with budgeting and basic financial life skills.
Gian Paulo attended Wilfrid Laurier University where he received a Bachelor of Arts degree (Honours Economics with minors in Finance and Accounting). He is married with one child and currently lives in Mississauga.
My Credentials:
• Canadian Investment Manager designation
• Fellow of the Canadian Securities Institute
• Certified Financial Planner
• CFA Charterholder (Link)
• Securities and Mutual Funds
• Life and Disability Insurance Level II
• Rotary Paul Harris Fellow (Link)
• CTM – Competent Toastmaster (Link)
I am dedicated to being the primary resource person in all financial areas, working in conjunction with accounting and legal professionals as well as mortgage and deposit brokers.
Helping individuals to establish their personal financial goals and take positive steps to meet them is the focus of the financial planning process. Financial planning is an ongoing process during which we work together to help you meet your goals and objectives.
This is accomplished by using the following Six Step Approach to Financial Planning:
1. Clarifying Your Present Situation
2. Understanding Your Goals and Objectives
3. Identifying Any Financial Problems
4. Providing You With Written Recommendations
5. Co-ordinating the Implementation Of The Recommendations
6. Providing Periodic Reviews
Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions. IPC Securities Corporation is a member of the Investment Industry Regulatory Organization of Canada as well as a member of the Canadian Investor Protection Fund (CIPF). Investment Planning Counsel is a fully integrated Wealth Management Company. Mortgage services provided by IPC Save Inc. Mutual funds available through IPC Investment Corporation and IPC Securities Corporation. Securities available through IPC Securities Corporation, a member of CIPF. Insurance products available through IPC Estate Services.