Our Team



Our Mission Is: Through our unique wealth management process, we provide our clients with the intellectual framework to make sound financial decisions.
We continually work to provide our clients with unparalleled personal service and Peace of Mind to allow them to Dream, Plan and Prosper
We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.


Dean TrudeauB.Comm., CFP®

Wealth Advisor

Dean was born in Halifax and graduated from Dalhousie University with a degree in Commerce, majoring in finance. He began his investment career in 1987 and has held the designation of Certified Financ...
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Jennifer O'Byrne

Administrative Assistant

Jennifer was born and raised in Orleans where she has lived all her life. Jenn’s positive, happy disposition and cooperative spirit make her a great asset to OPES Wealth Management. She is always avai...
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Hilary Alexander

Marketing Communication Manager

We understand the only reason we’re here is because of you! As a Client Representative Associate, Hilary’s mission is to actively stay connected with clients through regular touch points, while buildi...
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Patricia Trudeau

Client Communications

As a client service specialist with over 10 years’ experience, Patricia’s positive, happy disposition and cooperative spirit makes her a great asset to our team. She is always available and receptive ...
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Nancy McParlan

Operations Co-ordinator

As a Client Service Specialist, Nancy brings 20+ years of customer service experience, with the past 11 years focused on the financial services industry. Nancy is responsible for communications with c...
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Our Consultants

James Campbell

Insurance Specialist

Chad & Patty Southwell

Mortgage Specialists The Southwell Mortgage Team

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.


Dean Trudeau is a founding member and Vice President of the National Capital Chapter of the The Sunshine Foundation of Canada. The Sunshine Foundation of Canada is a national charitable organization that makes dreams come true for children living with severe physical disabilities or life-threatening illnesses. 80% of Sunshine Kids are challenged by a severe physical disability (such as spina bifida or cerebral palsy). Since 1987, Sunshine has been trusted by families and healthcare providers to make dreams come true for 7,000 kids across Canada.

Click Here to learn more about The Sunshine Foundation of Canada or call 1-800-461-7935.