Our Team


Bringing over 15 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.



Stephen Monaghan

Financial Advisor

I have been financial planning and advising clients of all ages and backgrounds on how to better manage their investments and ultimately build a great future for themselves and their families, all whi...
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Crystal Monaghan

Licensed Assistant

Having worked in various lending and investment advisor roles since 2001, Crystal brings extensive financial service industry experience to our team. Crystal joined The Monaghan Wealth Team in 2018 as...
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Rhian Herlihy

Mutual Fund Sales Associate

Helping Stephen to achieve his high service goals, Rhian brings over 24 years experience working with clients in the investment industry. She also works closely with Stephen in the mortgage and tax pr...
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Craig Steen

Financial Planner

I began my career in 1994 in Guelph and have been working in and around the area ever since. I have vast experience and knowledge in all areas of financial planning, including life insurance and I cur...
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Our Consultants

Shayne Monaghan

Bookkeeper & Tax Specialist

Rana Chauhan

Chief Investment Strategist, Counsel Portfolio Services

Rahim Dhalla, CIM

Director, Portfolio Management, 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.

Each year, from coast to coast we participate in Junior Achievement’s projects and in-school events that aim to help kids improve their knowledge, skills and confidence in making the best financial choices. Each year more than 226,000 young Canadians experience a Junior Achievement program from over 13,500 committed business mentors, including many from Investment Planning Counsel. 

The JA programs - Dollars with Sense and Economics for Success - are delivered in schools by volunteer advisors. And research has shown that over 75% of Junior Achievement’s past participants believe the programs had a significant impact in developing their financial literacy skills –– saving more, borrowing less and doing better financially than the average Canadian.