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

Derek Irwin-Lewis

CFP®, CIM, FCSI
Associate Portfolio Manager

Derek began in the industry in 1995 and has spent the last 25 years overseeing the full financial affairs for a select group of individuals, families and businesses across the...

Undaleeb Agha

Administrative Assistant

Undaleeb has been working in the financial industry since 2005 in various administrative roles. She was the recipient of the AGF Trust Award of Distinction for her work on a p...

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Derek Irwin-Lewis

CFP®, CIM, FCSI
Associate Portfolio Manager

Derek began in the industry in 1995 and has spent the last 25 years overseeing the full financial affairs for a select group of individuals, families and businesses across the GTA.  Derek holds his designations as a Certified Financial Planner (CFP), Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI).

Derek has been entrusted by his client families to:

  • Develop and implement a comprehensive wealth management plan.
  • Make intelligent financial decisions in today’s uncertain political, economic and social environment.
  • Minimize tax burdens, ensure all assets are protected and help clients take care of their heirs.

Derek lives in Oakville with his wife Shannon.  Despite being a busy family of 5, Derek continues to enjoy cycling, swimming and coaching his kids in their athletic endeavours.

 

Insurance products available through Derek Irwin-Lewis.

Undaleeb Agha

Administrative Assistant

Undaleeb has been working in the financial industry since 2005 in various administrative roles. She was the recipient of the AGF Trust Award of Distinction for her work on a pilot project. She continues to broaden her knowledge since joining the Irwin-Lewis Wealth Management Team in 2017.

 

As a busy mom of two young children she is reminded every day of how a disciplined financial plan is essential to reaching her family’s financial goals and is passionate about imparting these tools to benefit our clients.

 

Undaleeb is committed to and understands the importance of regular and open communication with clients.

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.