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 Getzlaf, BA

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...
Read more

Judi Thiessen, ACS, 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...
Read more

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
Read more
 

Sharon Kenny

Administrative Assistant

Sharon works as an Administrative Assistant for Glen Koshman and Chris Getzlaf, She joined the team in January 2022.
Sharon has a National Diploma in Business and Secretarial Studies. She is currently working on her IIROC Licensing course, to become a licensed assistant, enabling her to add more value to the team.
Prior to joining the team, Sharon had worked for MD Financial Management as a Receptionist and undertook a lot of Administrative duties also.
Sharon is originally from Ireland and moved to Canada in November 2012 with her 3 children and partner.
In her free time Sharon enjoys spending time outdoors. Camping and Road trips in the summer are among her favourite things to do. She also takes regular trips back to Ireland to visit her large family but is hoping for a Winter Break somewhere hot soon to escape the Saskatchewan Winter!
sharon.kenny@ipcsecurities.com
Read more
 

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.
Read more
 

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.