Our Consultants

Jamey Morse

Jamey Morse, B.A., PFP, CFP®
Senior Financial Advisor,
IPC Securities Corporation


Jamey Morse, a graduate of McMaster University with an Economics degree, has enjoyed a career in the investment and financial services industry since 1997. He holds the Certified Financial Planner designation, a standard of excellence recognized in the financial planning profession. As well, he has successfully completed his mortgage broker license and is insurance agent and feels that all of this combined, gives him the tools to provide clients with comprehensive financial plans.

He started his career at an investment dealer in Toronto and transitioned to the banking environment where he became a Financial Planner with RBC and CIBC Imperial Service. After spending 7 years in the banking industry, Jamey left to work as an independent financial planner and founded Watermark Financial Group.

Jamey prides himself on being able to assist people with all of their financial needs, including retirement, estate and education planning, investment and debt management, budgeting and insurance. His enjoyment comes from interacting and helping people, as each person has their own story to tell which is unique and interesting. In 2010, Jamey joined the Independent Planning Group team in Stouffville before being acquired by Investment Planning Counsel.

Jamey calls Uxbridge his home as he lives there with his wife Trish and their two children, Avery and Joshua. He has traveled extensively throughout the years and has lived in Vancouver and Seoul, South Korea, where he was an English teacher. Jamey enjoys spending time on the golf course, playing hockey and squash and experiencing the outdoors. He describes his biggest accomplishment as having found the perfect balance of personal and professional life.  
 

Alexandra Esposito

Alexandra Esposito, B.A., CFP®, FDS
Senior Financial Advisor,
IPC Securities Corporation


Sandy started her career in a Bay Street brokerage firm and now has over 20 years of experience in the investment industry. Her educational background is diverse; she holds a Bachelor of Arts (History) from the University of Toronto and her CFP (Certified Financial Planner) designation which she has held since 1998. She has also attained her Financial Divorce Specialist (FDS) designation in 2012.

After gaining a wealth of knowledge in the brokerage firm, Sandy moved to a Pension Fund Consulting firm, in a research capacity, where she worked with corporate sponsors of pension funds across Canada. Following this Sandy took a few years away from the work force to focus on her young family.

In 1992 she joined Altamira Financial Services as an Investment Advisor. While there she climbed the industry ladder progressing from Investment Advisor to Supervisor of Investment Advisors, to Trainer of Investment Advisors, a position she held until she left to join TD Asset Management as a Financial Planner in 1997. In 2000 she returned to Altamira in the area of Private Wealth Management as an advisor to higher net worth clients. Her superb abilities and skills led to the appointment of Senior Vice-President of Sales and Service Nationally.

After a number of years with Altamira, Sandy sought a lifestyle change, and started her search for a financial planning position in York Region. To her delight she joined the team at Independent Planning Group, Stouffville in January 2006 before being acquired by Investment Planning Counsel.

Sandy is committed to client education and has organized and presented many seminars to assist clients in better understanding their many financial planning strategies and options. She loves working with people and assisting them in making the choices necessary for their financial security. Sandy’s warm demeanor and professional attitude combined with her financial planning expertise have been the driving force behind the long-term relationships she enjoys with her clients.

Sandy and her husband have three terrific boys. In her spare time, she loves to read, knit and travel with her husband.  
 

Sandra Parsons

Sandra Parsons, B.Comm, CFP®
Investment Associate
IPC Securities Corporation


Sandy has been a member of our team since 1996. In 2006, she became a partner of the Stouffville branch office of Independent Planning Group Inc. before being acquired by Investment Planning Counsel. She holds the Certified Financial Planner designation, a standard of excellence recognized in the financial planning profession. She is able to provide mutual funds, GICs and is an insurance agent. Over the years she has worked with her clients to create, monitor and update their comprehensive financial plan. Financial independence is not a dream, it is a decision that requires a road map.

Sandy is a business graduate from the University of Windsor. Upon graduating in 1982, Sandy became part of the management –training program with a major Canadian bank. She changed course when she and her husband Paul, moved to Australia, to take advantage of a career opportunity for him.

While living in Australia, Sandy became an integral part of a successful North American business start-up in Australia. After the launch, she was responsible for the financial reporting for the firm. She then took time away from the work force to focus on their two young children.

Her children are now young adults, finishing their education and venturing into their careers. With more time on her hands, Sandy is now pursuing the challenge of golf, how successful she will be remains to be seen.

Over the years Sandy has enjoyed spending her time volunteering in many different capacities. Currently she sits on the Advisory Board of a local children's charity, The Jennifer Ashleigh Children’s Charity. She has been involved with this great organization since 1994.

Sandy’s financial planning knowledge, business management experience, commitment to education and enjoyment of people, makes her exceptional at what she does.   
 

David Strachan,

Financial Advisor

IPC Securities Corporation

After spending several rewarding years working in group homes with Community Living in Richmond Hill he decided to follow a new path and joined Altamira Financial Services as an advisor in 1997.  During his near decade with Altamira he also served as a supervisor, private wealth manager, and was the regional manager for southwestern Ontario responsible for over $300 million of assets.  Subsequently David also spent time with the Institute of Canadian Bankers and Transamerica before turning back to what he loved most, working to help people realize their aspirations by striving to understand their personal situation and providing effective financial solutions. 

David is a graduate of Brock University where he earned a bachelor degree in sociology.  In 2001 he earned the Certified Financial Planner designation (CFP), and in 2015 he became a Chartered Financial Divorce Specialist (CFDS).  David is also a licensed insurance agent.

In addition to writing numerous financial planning articles for newsletters, David has also delivered dozens of seminars on a variety of financial planning subjects designed to help Canadians better understand the financial tools available to them.

David and his wife currently reside in the north end of Toronto.  After work he likes to spend time on the range trying to correct his slice, or scuffing up the ice at a local hockey rink.  David has also coached house league hockey at Leaside although these days you are more likely to find him cheering his nephew on from the sidelines either at the rink or at the diamond.

After almost 20 years in the industry David saw the opportunity to join a firm with all the tools he needed to best serve clients, and a team of great professionals with a wealth of experience and knowledge. 

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.