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

Jason Harris

Mutual Fund Dealer Representative

Contact me Telephone: (514) 636-3855 ext. # 251 Email: jasonh@ipcc.org Personal background: Bachelor of Commerce, B.Comm Diploma in Financial Planning Certified Financial Plan...

Tara Lee Harris

Executive Assistant

Contact me Telephone: (514) 636-3855 ext. # 202 Email: tarah@ipcc.org Personal background: Bachelor of Commerce, B.Comm Chartered Professional Accountant, CPA, CGA Tara starte...

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Jason Harris

Mutual Fund Dealer Representative

Contact me

Telephone: (514) 636-3855 ext. # 251

Email: jasonh@ipcc.org

 

Personal background:

  • Bachelor of Commerce, B.Comm
  • Diploma in Financial Planning
  • Certified Financial Planner Designation (CFP)
  • Investment Funds Course
  • Canadian Securities Course
  • Life Insurance License

 

With over 22 years of experience in the financial consulting industry, Jason Harris will impress you with his knowledge and integrity. His drive and passion for his career stems from the satisfaction he obtains by helping his clients with their varied financial needs long into their retirement. This dedication to his clientele has proven effective in building a growing and loyal client base.

 

After graduating in Commerce with distinction from Concordia University, Jason joined Aynsley La Vergne in 1997, as a Financial Advisor specializing in both investment and insurance counseling. Always in a state of perpetual academic advancement, Jason has successfully passed both his Canadian Securities Course and his Investment Funds Course. In 2010, Jason obtained his Certified Financial Planner designation (CFP) and is a ‘member in good standing’ with the FP Canada. In addition, Jason holds his life insurance license which allows him to assist his clients with their various insurance needs.

 

In 2010, Tara joined Jason’s practice in the role of Executive Assistant. Tara is a Chartered Professional Accountant and has successfully achieved her CPA, CGA designation. After completing her B.Comm. from Concordia University (John Molson School of Business) in Accounting, Tara worked for a number of years at a CPA, CA firm in Montreal. She brings experience in taxation, financial accounting and client service. Tara can be reached at (514) 636-3855 ext. # 202 or by email at tarah@ipcc.org.

 

Insurance products available through Jason Harris. 

Tara Lee Harris

Executive Assistant

Contact me

Telephone: (514) 636-3855 ext. # 202

Email: tarah@ipcc.org

 

Personal background:

  • Bachelor of Commerce, B.Comm
  • Chartered Professional Accountant, CPA, CGA

Tara started her financial career in 2002, assisting small businesses, with a strong focus towards the accounting and financial aspects within the business. A graduate of Concordia University (John Molson School of Business), holding a degree in Commerce with a major in Accountancy; Tara also earned her CPA, CGA designation and is a ‘member in good standing’ with the Ordre des CPA du Québec. Past employment with a major Montreal CPA, CA firm has awarded Tara a well balanced portfolio surrounding personal financial services. Expertise focused in financial accounting, audit, taxation and client services are a sampling of her strong attributes. Her history of providing financial accounting and taxation services to various investment holding companies clearly illustrates how natural a fit Tara is within Jason’s practice.

Consultants

 

Soutien des communautés au sein desquelles nous travaillons.

À IPC, nous avons établi IPC Cares pour regrouper tous les efforts que nous déployons pour améliorer les communautés au sein desquelles nous exerçons nos activités. En adoptant des causes auxquelles nous croyons profondément, nous restons engagés et responsables.

À preuve, nous avons apporté notre appui lors des incendies de Fort McMurray, soutenu les soins palliatifs par le biais de la The Healing Cycle Foundation, puis aidé des femmes et des enfants par l’intermédiaire de l’Armée du Salut.

Soulignons par ailleurs que notre projet de développement communautaire au Honduras en collaboration avec The Carpenteros & Friends constitue sans doute notre plus importante initiative. À notre avis, cette action représente la nature du travail qui nous inspire et nous permet de rester fidèles à notre responsabilité sociale. Dans le cadre de ce projet, un groupe d’employés et de conseillers d’IPC ont donné volontairement temps et énergie sur le terrain. Il n’y a rien de plus motivant et de plus gratifiant que de côtoyer ceux et celles que l’on aide. Or, toutes les personnes ayant pris part au voyage sont revenues changées et encore plus déterminées à poursuivre leurs efforts en vue de contribuer à un monde meilleur!

Nous avons également effectué d’innombrables contributions, en temps et en ressources, au sein de nos communautés par l’intermédiaire de nombreux organismes de bienfaisance locaux. Bien que petits, ces apports jouent un rôle crucial et ont des retombées énormes qui sont gratifiantes.