Our Team

 

 

Bringing over 40 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.


 

Chris GetzlafBA

Financial Advisor

Chris and the team at CG Wealth Management pride themselves on being very approachable and are committed to exceptional customer service. We bring together experts in many different disciplines and sp...
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Judi ThiessenACS, AIAA

Executive Assistant

As an Executive Assistant for Glen Koshman and Chris Getzlaf, Judi focuses on the clients’ experience and their relationship with the advisors. Judi joined IPC Regina in January of 2016 as an administ...
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Consultants

 

Glen Koshman, CPA-CMA

Financial Advisor

Glen Koshman is a Financial Advisor with over 40 years of experience in the financial services industry and holds the Certified Management Accountant designation.
Over the past 25 years as a Financial Advisor, Glen has relied on his experience as an auditor with Canada Revenue Agency, working in the health care industry and owning his own accounting firm to help individuals, families and business owners create a comfortable financial plan to help them achieve their financial goals.
Glen’s team and network of professionals will help you achieve your goals with confidence and clarity. Our commitment is to help you manage wealth and maximize opportunities.
“Your Future is our Business”.

 


gkoshman@ipcregina.com
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Carol Ingham-Petrescue

Chief Investment Strategist, Counsel Portfolio Services

As an Administrative Assistant for Glen Koshman and Chris Getzlaf, Carol joined the CG Wealth Management Team (IPC Regina) in November 2020.
She is currently working on completing her IIROC licensing course, to become a licensed assistant, enabling her to add more value to the team. Prior to joining the team, Carol had worked in the Saskatchewan Health Authority, formerly the Regina Qu’Appelle Health Region, in Human Resources and Payroll/Benefits for over 30 years.  She enjoys connecting with clients and being part of a team committed to providing exceptional customer service. Carol and her husband George live on a farm outside of Regina.  In her free time, she enjoys horses, spending time outdoors, and reading.
cingham-petrescue@ipcregina.com
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Rana Chauhan

Chief Investment Strategist, Counsel Portfolio Services

Rana Chauhan is the Chief Investment Strategist for Counsel Portfolio Services.
As Chief Investment Strategist, Rana maintains a close relationship with all of Counsel’s investment specialists, allowing him to keep his finger on the market’s pulse and on global economic developments. He is responsible for helping Advisors understand how economic and market events impact their clients’ investments.
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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.



 
 

Community Support

Alzheimer Society - SaskatchewanAs proud supporters and sponsors of the Alzheimer Society annual fall gala “A Night To Remember”, which was held on October 22, 2015, I would like to thank Trina Hodel and the Alzheimer Society for giving us the opportunity to take part in such an important fund raiser. IPC/Glen Koshman was a Ruby Sponsor for this event, with all proceeds going directly to the Alzheimer Society of Saskatchewan. 

The Alzheimer Society of Saskatchewan provides support, education and referral services, advocates for individuals living with dementia and their families, fund Alzheimer research, and raise awareness about the disease and ways to maintain a healthy brain.

 

As proud supporters and sponsors of the annual "Getzlaf & Friends Charity Golf Classic" in 2014, 2015, 2016 and 2017, we would like to thank Chris Getzlaf for giving us the opportunity to take part in such an important fundraiser. IPC Regina has sponsored a hole in the golf tournament each of the four years, with the event raising over $200,000 that went directly to the Children's Wish Foundation.

Getzlaf & Friends Charity Golf ClassicProud supporters and sponsors of “Getzlaf & Friends Charity Golf Classic" in 2014, 2015, 2016, and 2017 raising over $200,000 for Children's Wish Foundation.



Childern's Wish FoundationThe Children's Wish Foundation is a uniquely Canadian charity that helps Canadian children, families and communities by granting the favourite wish of a child diagnosed with a serious or life-threatening illness. With every wish that we grant, we create moments of joy that ease the pain of a child, give respite to the child's family, and connect healthcare professionals and communities in that burning wish of hope.