Our Consultants

Bill Black

Bill Black, CIM, CFP®, CFSB, EPC
Wealth Advisor
IPC Securities Corporation  

 

Bill has been a Professional Advisor for over 24 years. He advises Business Owners and their families on how to maximize opportunities to ensure they reach their goals.

As a business owner himself, Bill has a deep understanding of what’s important when planning for the future. Bill uses his Wealth Management Program for Business Owners to make sure Business Owners maximize their Opportunities.

Bill is a past President and current board member of the Rotary Club of Owen Sound, and currently sits on the Camp Presqu’ile committee raising funds to send children to summer camp. Bill also chairs International Service and is currently working with a school in the Dominican Republic. Bill is an active member of the National Advisory Board for IPC Securities and sits on the Advisory Board for Counsel Portfolio Services.

In his spare time, you may find Bill riding his motorcycle, woodworking, enjoying music or taking pictures of landscapes.

 

Carla Black
Carla Black
Wealth Advisor
IPC Securities Corporation


I joined the Investment Planning Counsel family in March 2006 and quickly developed a passion for working with people to help them achieve their financial goals. Today I am a member of IPCSC and Core Partners Group and am proud to introduce our clients and their families to our program that ultimately allows us to maximize any opportunities that may be available to them. The process that my team works through with our clients is professional and thorough and allows us to deliver exceptional service to each and every client we meet.
 
 Crystal Ramage Crystal Ramage, CFP®
Associate Wealth Advisor
IPC Securities Corporation

 

Crystal started with Investment Planning Counsel in 2004 in London, ON just after graduating from the Financial Planning Program at Fanshawe College.

She completed the CFP designation in 2010 and enjoys working closely with clients to help them maximize opportunities and ensure they reach their goals. Her main role is Office Manager assisting in creating processes to help her team run smoothly in each of our offices across Ontario. She assists both Bill Black and Carla Black in scheduling appointments or answering general questions from clients.

Crystal leads an active lifestyle playing many sports including baseball and hockey. She also volunteers as a director on the Owen Sound Agricultural Society.

 Steven Coffey Steven J. Coffey, CFP®
Wealth Advisor
IPC Securities Corporation

 

Born and raised in Owen Sound, Steven enjoys spending quality time with his wife and two boys. As a lover of golf, fishing and hockey, Steven likes participating in sports and outdoor recreation. At the office, Steven specializes in helping his clients understand the investment planning process. Holding the industry’s “gold standard” Certified Financial Planner (CFP®) designation, he believes that each client should feel empowered and engaged to live their financial dreams through effective wealth management strategies.

 Adnan Nagra Adnan Nagra, CIM®
Wealth Advisor
IPC Securities Corporation

 

Adnan joins CORE Partners Group with over 25 years of experience in the financial service industry.

Since 1991, Adnan has held senior positions with major bank-owned and independent wealth management firms within Canada – focusing on the financial priorities of families, professionals, business owners and high net worth households. Adnan’s expertise embraces retirement planning, tax minimization, business succession, estate planning and philanthropy. Adnan holds the industry’s Chartered Investment Manager (CIM®) designation and a certificate in Advanced Investment Advice.

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.