Created for
Advisors, 
by Advisors

Executive Vice President

John leads the firm’s initiatives to attract top performing Advisors like you. He’s driven to help Advisors build a better business by helping increase operational efficiency and strengthen personal brand while growing their business.

While obtaining his MBA at Queen’s and Cornell University, John developed an innovative new business model designed to support Advisors who are ready to monetize and transition their business seamlessly.

In his free time, he enjoys time with the people who helped him become who he is today – his family. An avid golfer, he's a huge fan of Toronto's major sports teams.

Regional Vice President, National Advisor Growth

Ken is a seasoned leader with expertise in dealer-change, business development and succession. 

A dealer move can be a complex and overwhelming consideration for most advisors, advisor teams and portfolio managers. Before making a decision to switch firms, you’ll benefit by having a conversation with Ken as your first step.

Advisors need expert help to differentiate between dealer business models, navigate the risk landscape associated with dealer-changes, and synthesize their due diligence effectively. In Ken’s experience, these are among the most important considerations to achieve the peace of mind that advisors are ultimately seeking when deciding to change firms.

Regional Director, Advisor Growth and Succession

With over 25 years in the Insurance and Financial Planning business, Jon is been focused on developing top-tier advisor practices, facilitating peer-to-peer exchange, and ensuring success leading a team of Regional Account Executives.

Today, Jon is taking his two decades of experience and helping advisors uncover and understand their succession planning options. 

Jon is extremely passionate about his community, volunteering with homeless outreach initiatives and supporting those less fortunate. When he's not working, Jon’s favourite activities include travelling off the beaten path and spending time with family. He is a husband to Kristie and father to two outstanding young men, Noah (18) and Cameron (15).

Advisor Recruitment Specialist

Mary Lou Martinez is the Advisor Recruitment Specialist at Investment Planning Counsel. She is often the friendly, first point-of-contact that Advisors will connect with to discuss the possibility of joining the dynamic team at IPC.

Mary Lou has had over seven years of experience building and deepening relationships with Advisors to ensure they have all the resources they need to build, grow and transition their business.

Mary Lou and her family love baseball. You’ll often find her on the diamond managing her son’s baseball team, or watching games. She is also experienced in sign language having taken several courses at the Bob Rumball Canadian Centre of Excellence for the Deaf.

Barry is an accomplished leader with nearly a decade of experience driving growth and excellence at Canada Life. 

Throughout his career, Barry has built a reputation for sourcing and developing top-tier talent while achieving one of the highest advisor retention rates among his peers. He has been instrumental in implementing innovative systems to elevate team performance, achieving record-breaking diversity and inclusion milestones. His commitment to fostering success is matched only by his proven ability to deliver results.

A North Vancouver native, Barry’s competitive hockey career instilled in him a foundation of discipline and teamwork. He later applied that drive to the music industry, managing artists, touring North America, and earning a Certified Gold Record.