Our Team

 

Our Mission

At Chapman Wealth we believe outcomes matter. To that end, we design personalized solutions so that our clients can achieve the outcomes they need in order to have their financial dignity. The ability for our clients to get to a stage in life where they have financial flexibility requires that our team use every tool at our disposal to optimize a client’s situation.

Risk management is the backbone to achieving the desired outcomes of a financial plan – and we choose to focus on each of our client’s specific risks.

Health and mortality risks are at the heart of any financial plan. Having adequate protection in the event of illness or premature death is paramount in safeguarding accumulated wealth and providing security for the future of dependents and beneficiaries.

Investing for education, retirement or to supplement income can expose investors to market, inflation and emotional risks. Being too conservative, too aggressive, not sticking to a dedicated investment strategy or making decisions based on emotion can lead to inconsistent investment returns and even a permanent erosion of capital.

The biggest variable to all our financial well being is longevity risk, the risk of outliving our money. It can compound market and inflation risk and cause emotional stress at a time where clients should be enjoying the fruits of their labour.

By viewing our client’s financial picture through a prism of risk, we can help prioritize and address the most pressing issues for investors and their families.

 


 

Jeremy FerrallCFP®, CIM, FCSI

Financial Planner

Jeremy Ferrall has spent over 24 years providing financial advice and guidance to clients with varying needs, backgrounds and situations. In addition to his experience, Jeremy possesses his Chartered ...
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Belle Severn

Client Care Manager

Belle has worked in the operational side of the financial industry for almost her entire career and can easily lay claim to the statement that she’s "seen it all". With each change to legislation, reg...
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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

Julia Chapman

CEA, CPCA, RIS
 

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 Corporate Social Responsibility(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 effects of their efforts are always rewarding.