I’m a Senior Wealth Advisor with a Bachelor of Commerce degree from the University of Alberta. Since entering the Wealth Management industry in 1996, I've been the primary Wea...
Thais (Thaya) McKee provides service to clients in three marvelous Canadian provinces: BC, Alberta and Ontario and she loves traveling to meet them and connect virtually. Past...
When Katie joined our team in 2018, she already had five year’s experience in the industry. She quickly stood out as client-centered, focussing her energy on tailored strategi...
Ruby joined our team in June 2019 with several years of previous financial services industry experience. She works with our team of Senior Financial Planners to support daily ...
I’m a Senior Wealth Advisor with a Bachelor of Commerce degree from the University of Alberta. Since entering the Wealth Management industry in 1996, I've been the primary Wealth Manager for my select clients. I help meet the financial needs of select high net-worth individuals, families, successful professionals, business owners and retirees who are serious about their financial future. Through a sincere promise to understand your needs and dreams, my Personalized Wealth Team and I will partner with you to develop personalized solutions for your financial well being.
I continue to upgrade my knowledge on a regular basis and believe in being actively involved in the community. I help run the annual SuperMun Charity Golf Tournament to raise funds for great work done by various local & national charities.
In my spare time I enjoy outdoor activities such as running, hiking, camping & biking. I've been part of the Edmonton community since 1982 and love spending time in our beautiful river valley throughout the year.
Ph: 780.328.2562 ext 101 Fax: 780.328.2568 Click here to see what services we have to offer.
Insurance products and tax consulting services available through Jaspal Mundi and Personalized Wealth Strategies.
Thais (Thaya) McKee provides service to clients in three marvelous Canadian provinces: BC, Alberta and Ontario and she loves traveling to meet them and connect virtually. Past education, training and life experience, have prepared Thais to offer "risk management" programs and services. These include: cash flow management, debt management, life and health insurance, wealth accumulation and retirement income planning.
She is a Certified Health Insurance Specialist. As such she routinely adds: disability income, critical illness and long term care insurance to financial plans. Thais' `living benefit' expertise shapes her approach to financial planning. She considers the potential for poor future health and then adds components to the financial plan that minimizes potentially catastrophic consequences to friends, family and finances. Furthermore, these `planning and protecting' discussions tend to deepen and extend the relationship Thais has with her clients.
Thais is also a Certified Cash Flow Specialist, this has led to some of the most impressive and rewarding client service experiences to date. This is a valuable service and shows significant and tangible results when clients engage with her. For investment clients saving for retirement, having access to a broad range of accumulation products and strategies is important. The same can be said for clients in retirement, whose goal shifts from 'wealth accumulation' to ' wealth utilization or decumulation'. Using strategies and specific products, aimed at spending-down retirement savings, wisely and tax-efficiently is as important, perhaps even more important, as using traditional products and strategies to accumulate wealth. Thais knows the conversation and approach must differ, depending on where clients are on this 'wealth journey'. It is a well known proven fact, clients who work with an independent advisor do better in both phases of life (accumulation & decumulation) than clients who don't.
Thais enjoys her role and spending time with clients. She continues to grow her three-province practice and welcomes referrals from appreciative clients.
Phone: 780.328.2562 - Ext. 110 Fax: 780-328-2568
Click here to see what services we have to offer.
Insurance products available through McKee Financial Inc.
When Katie joined our team in 2018, she already had five year’s experience in the industry. She quickly stood out as client-centered, focussing her energy on tailored strategies for individuals, families, and business owners. By 2022 she had graduated from the CFP® Professional Education program to become a CERTIFIED FINANCIAL PLANNER professional.
Understanding that a trusting, professional and lasting relationship is the foundation of a client-centered service, Katie stands supported by a team of like-minded qualified professionals who put the needs of their clients first. Drawing on the strengths, talents and specializations of our team, Katie is integral in developing a Personal Wealth Management Strategy™ which includes investments, tax, insurance, retirement and estate planning.
Katie offers peace of mind with Life, Critical Illness and Disability Insurance and funding for buy/sell shareholder agreements within a business partnership. Katie has dedicated herself to providing the finest in service and advice for clients and specializes on insurance and group benefits.
Katie is dedicated to continuing education and sees it as a responsibility to her clients to provide quality up-to-date advice by continually enhancing her knowledge in all disciplines of financial planning and insurance.
Ph: 780.328.2562 ext 107
Fax: 780.328.2568
Insurance products available through Katie Stewart.
Click Here to see what services we have to offer.
Ruby joined our team in June 2019 with several years of previous financial services industry experience. She works with our team of Senior Financial Planners to support daily operations and to provide our clients with the best and timely service.
Ruby believes that great advice is vital to achieving financial goals at all stages in life and she is committed to helping our clients live their dreams.
Ph: 780.328.2562 - Ext. 102 Fax: 780.328.2568
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.