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

Pat Magliaro

CFP®, CCS, RIS
Financial Planner

Pat Magliaro is a CERTIFIED FINANCIAL PLANNER professional with 30+ years of experience working with individuals, families and small businesses to help them reach their financ...

Taylor Vincent

Administrative Assistant

Taylor is the warm, friendly face you'll meet first when you visit our office or call us. She’s dedicated to ensuring a positive experience for every client with her exception...

X

Pat Magliaro

CFP®, CCS, RIS
Financial Planner

Pat Magliaro is a CERTIFIED FINANCIAL PLANNER professional with 30+ years of experience working with individuals, families and small businesses to help them reach their financial objectives.

Pat is passionate about working with his clients to pursue their goals and achieve their dreams. He has always placed his client’s financial interest before his own. Integrity is what he is known for. As a financial planner, he insists on being candid when helping his clients understand and develop their financial priorities. He asks pointed questions and takes the time to get to know his clients in order to serve them to the best of his ability.

Providing his clients with the guidance and support needed, Pat goes far beyond just picking investments or life insurance. He is completely client focused, taking into consideration the person, their current situation, family obligations, lifestyle, their stage of life and personal circumstances.

Pat is a member of the Financial Planning Standards Council of Canada (FPSC) and of Advocis. The FPSC develops, promotes and enforces professional standards for financial planners. They provide the CFP certification programs and award the designation. Advocis is the Financial Advisors Association of Canada, providing a platform of knowledge, advocacy, community and protection enhancing the professionalism of financial advisors and planners in the best interests of the consumer. Pat closely follows the six-step planning process as outlined by both groups. He enjoys attending conferences and professional development sessions in order to stay current and at the top in his field.

Pat lives in London with Trisha, his wife, their children, Devin and Faith, and the family dog, Nate. As a family they lead an active lifestyle. Traveling, both for professional development and for leisure, top the list of favourite things to do. He also enjoys reading, live music, a good barbeque, and especially spending quality time with family and close friends. One day... hopefully soon... Pat looks forward to being able to squeeze in the odd round of golf again.

 

Insurance through Magliaro Financial Planning Group Inc.

Taylor Vincent

Administrative Assistant

Taylor is the warm, friendly face you'll meet first when you visit our office or call us. She’s dedicated to ensuring a positive experience for every client with her exceptional customer service. Taylor holds a diploma in Social Service Work and an Honours Double Major Degree in Sociology and Criminology, reflecting her passion for helping others and understanding their needs.

Outside of work, Taylor stays active with group fitness classes and enjoys walking her dog, Otis. She also volunteers weekly with Victim Services Middlesex London, providing support to individuals in crisis alongside the London Police and OPP. Taylor’s combination of professional expertise and genuine care makes her a vital part of our team.

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.