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

Joe Frezell

Financial Consultant

Joe is a firm believer that investment planning is an area that should be taken very seriously. For over 25 years, he has worked with one of the original practices within Inve...

Jeff Frezell

Financial Advisor

Jeff joined Investment Planning Counsel in 1993 after graduating from Laurentian University with a BA in Economics. Originally working with IPC’s Head Office in the capacity o...

Jason Frezell

Financial Advisor

Jason joined Investment Planning Counsel in 2000 after graduating from the University of New Brunswick with a BBA. He became the Branch Manager for one of IPC’s original and l...

Marina Tenaglia

Executive Assistant

Marina Tenaglia joined the Frezell Team in 2006. Her responsibilities include scheduling appointments for both new and existing clients. She works closely with Jason Frezell t...

Amy Frezell

Licensed Assistant

Amy joined the Frezell Team in 2005 after a successful career operating her own equestrian business. Amy graduated with a BA from York University in 1999. Amy works closely wi...

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Joe Frezell

Financial Consultant

Joe is a firm believer that investment planning is an area that should be taken very seriously. For over 25 years, he has worked with one of the original practices within Investment Planning Counsel, helping Canadian’s achieve their financial objectives. He currently manages well over $30 Million in assets for over 300 clients

Joe spent a number of years in a consulting position working hand in hand for a Chartered Accountant. His background and education has assisted him in helping many families save thousand of dollars in taxes each and every year.

His team is structured with working to ensuring that all his clients receive objective advice relative to their own personal financial positions, to enhance their net worth and to“Live their Dreams”.

Joe’s recipe for success... "Buy low; Sell high, Repeat 'till Rich!"

 

Insurance products available through Joseph Frezell.

Jeff Frezell

Financial Advisor

Jeff joined Investment Planning Counsel in 1993 after graduating from Laurentian University with a BA in Economics.

Originally working with IPC’s Head Office in the capacity of Branch Manager and Compliance Officer. Jeff quickly realized his desire to help clients achieve their dreams and began his career in financial planning. Jeff works closely with his clients and their families to ensure that all of their goals and objectives are met including educating children, retirement planning and estate planning.

 

Insurance products available through Jeffrey Frezell.

Jason Frezell

Financial Advisor

Jason joined Investment Planning Counsel in 2000 after graduating from the University of New Brunswick with a BBA. He became the Branch Manager for one of IPC’s original and largest branches. Working closely with the Advisors and clients associated with the Branch Jason realized his desire to help clients achieve all their goals. He continues to mentor a group of Advisors and works closely with his clients to help them live their dreams.

 

Insurance products available through Jason Frezell.

Marina Tenaglia

Executive Assistant

Marina Tenaglia joined the Frezell Team in 2006. Her responsibilities include scheduling appointments for both new and existing clients. She works closely with Jason Frezell to ensure that client inquires are dealt with fully and efficiently.

Amy Frezell

Licensed Assistant

Amy joined the Frezell Team in 2005 after a successful career operating her own equestrian business. Amy graduated with a BA from York University in 1999. Amy works closely with Jeff to ensure that all clients and their families achieve all of their goals and objectives, providing the best client service along the way.

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.