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

Frank Zeppieri

BBA, CPA, CA, CFP®
Financial Planner

Frank Zeppieri has 30 years experience in the financial industry. He is a CERTIFIED FINANCIAL PLANNER” professional, has obtained his Chartered Professional Accountant (CPA) d...

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Frank Zeppieri

BBA, CPA, CA, CFP®
Financial Planner

Frank Zeppieri has 30 years experience in the financial industry. He is a CERTIFIED FINANCIAL PLANNER” professional, has obtained his Chartered Professional Accountant (CPA) designation and holds a Bachelors of Business Administration (BBA) degree from Schulich School of Business, York University.

He has also obtained his real estate broker’s license and has extensive experience in the Industrial, Commercial and Investment area of real estate.

Frank helps his clients achieve their financial goals by recommending a conservative, value based, large cap mutual fund portfolio diversified by geographic location (e.g. Europe, Canada, U.S. and International, as well as some industry segments. Frank has extensive financial planning experience in all areas including, taxation, estate planning, insurance and retirement planning.

Frank has advised hundreds of business owners, professionals, retirees and wealthy individuals on income tax planning matters and successful investing strategies. He has helped numerous businesses and individuals save taxes, achieve their financial goals and increase their net worth.

 

Accounting practice and tax preparation available through Zeppieri & Company Professional Corp.

 

Insurance products available through Frank Zeppieri.

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.