Bringing over 25 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Dereck Slattery

BBA
Financial Advisor

Over 400 local families trust Dereck Slattery & the Slattery Team of Investment Planning Counsel to provide financial advice and guidance on just about every money topic a fam...

Lise Gillis

Administrative Co-ordinator

Lise Gillis has ten years experience in the tax preparation industry, five years as the administrative co-ordinator for Investment Planning Counsel in Moncton & overall, many ...

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Dereck Slattery

BBA
Financial Advisor

Over 400 local families trust Dereck Slattery & the Slattery Team of Investment Planning Counsel to provide financial advice and guidance on just about every money topic a family can encounter.

And as his clients know, Dereck Slattery works tirelessly to eliminate “Money Stress” from their lives so that they can make financial decisions with confidence.

After nearly 20 years with his finger on the pulse on what matters most to clients and what role money can play in a lifetime, Dereck has built a network of relationships with respected financial specialists. Dereck is the reliable hub in every client’s financial wheel.

Dereck received his Bachelor of Business Administration from Acadia University. He and his wife Renay spend every non-working hour with their 4 children Ryan, Caelan, Elle and Alayna at their family farm in St. Stephen or hiking, camping and kayaking at the family cottage on the border with Maine.

 

Insurance products available through Dereck Slattery.

Lise Gillis

Administrative Co-ordinator

Lise Gillis has ten years experience in the tax preparation industry, five years as the administrative co-ordinator for Investment Planning Counsel in Moncton & overall, many years of experience in the financial industry.

Our Consultants

 

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.