Our Team

 

       

Abbott Wealth Management delivers an elite world class experience where relationships are built and strengthened through our dedication to client service.


 

 

D. Mark BertoliCPCA

Investment Advisor

Mark Bertoli was born and raised in Kamloops, attended Post-Secondary Education in Vancouver and spent time working on a National Board in Toronto and an international Board in Dallas Texas. Mark’s ho...
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John Van LimbeekCFP®

Investment Advisor

John was born and raised in Fort Smith, NWT and his family moved to the Okanagan in 1985 where he graduated high school before attending college in Lethbridge and Castlegar. John and his wife Becky ha...
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Julia ClappBBA

Investment Advisor

Julia grew up on the Sunshine Coast in British Columbia. After completing secondary school Julia moved to Richmond to attend Kwantlen Polytechnic University to obtain a certificate in Fashion Marketin...
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Our Consultants

Sandy Vollo

Shelby Vollo

Donna Bertoli

Cher Sanderson

Amy Hamilton

Melinda Hunter

Krista Bifano

Claire McLoughlin

Rahim Dhalla, CIM

Director, Portfolio Management, Counsel Portfolio Services

Rana Chauhan

Chief Investment Strategist, Counsel Portfolio Services
 

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.

 

Rotary International Kamloops West

Mark Bertoli’s has been actively involved with Rotary International. He is the past President of Kamloops West Rotary and served six years on the Board of Directors. Mark was the first major donor to the Rotary Foundation in Kamloops history. He also has received the District Service Award for his work of the Rotary Foundation. Mark was awarded the Presidential Citation from Rotary International for his work as President.

 

Million Dollar Round Table Foundation

The Million Dollar Round Table Foundation Canada is the Canadian philanthropic arm of the Million Dollar Round Table, the premier association of Financial Professionals, that grants at least $1 million per year to worthy charities. Member pledges have resulted in grants approaching $2 million since the Foundation's inception in 1995. Projects supported by the MDRT Foundation Canada reflect the caring and sharing spirit of the profession and industry. 

 

Kamloops Food Bank

We believe in a Hunger Free Community! We act with compassion, integrity & respect.

 

Kamloops Brain Injury Association

The Kamloops Brain Injury Association serves individuals with acquired brain injuries, their families, caregivers and associates by offering specialized programs and lifeskills education. KBIA also facilitates education and awareness regarding acquired brain injury and offers prevention and safety workshops and seminars to the community.

 

Habitat for Humanity Kamloops

Habitat for Humanity Kamloops is committed to helping low-income families caught in the vicious cycle of poverty. Every Canadian family deserves a safe, decent and affordable place to call home. Habitat for Humanity Kamloops' goal is to make that dream a reality. 

 

The Salvation Army: Kamloops

The Salvation Army has a proven track record that goes back 130 years in Canada. It is now one of the world's largest providers of social services. The Salvation Army helps one person at a time, believing that each person is infinitely valuable and equally worthy. There are three core values of our faith - Salvation, Holiness, and Intimacy with God.