Our Team

 

Our Core Philosophy is to help clients achieve their goals and objectives while taking the least amount of risk.
With over 100 years of collective experience of providing sound, reliable financial advice to help you achieve financial independence and peace of mind.

 

Erin LeisCFP®

Financial Advisor

Erin joined Core Partners Financial in the fall of 2018. With over 18 years of experience in the financial services industry, Erin has the ideal foundation for her work as a financial advisor. Attenti...
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Michelle Janes

Associate Financial Advisor

Born and raised in Port Elgin, Michelle achieved degrees from St. Lawrence College in Office Administration and Social Service Work. She is a dynamic, resourceful and energetic individual who loves be...
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Tristan Mabb

Client Experience Specialist

Tristan has worked in the Financial Industry for over 7 years and became a Licensed Assistant in 2019. As a Client Experience Specialist, she provides the highest level of satisfaction by working clos...
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Angela Stewart

Corporate Receptionist

With 7 years of experience in the financial industry, Angela provides reliable support to her team and genuine personalized care to IPC clients. With her enthusiastic personality and her goal-oriented...
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Our Consultants

Bill Black

Wealth Advisor, CExP™, CFP®, CIM®, CEA®
CExP™, CFP®, CIM®, CEA®

Steven J. Coffey

Wealth Advisor, CFP®
CFP®

Carla Black

Wealth Advisor

Crystal Ramage

Associate Wealth Advisor, CFP®
CFP®

Travis Dodd

Wealth Advisor

Amy Booth

Client Experience Coordinator

Pam Halliday

Client Experience Coordinator

Supporting the communities within which we work