Our Team

Tara-Lynn and her Team have collectively over ninety years in the financial services industry. Tara-Lynn prides herself on putting the needs of her clients first, and helping them simplify and clarify their financial affairs.
She works diligently with the clients of CommonWealth Partners, and helps them establish and work towards their financial goals.
Tara-Lynn and her Team focus on working with families and intergenerational planning.
Tara-Lynn has the Certified Executor Advisor designation so she can help her clients manage the complexities of Estate planning.
In her spare time, Tara-Lynn likes to travel and spend time at her cottage with her family.
Insurance products available through CWP Holdings Ltd.

Pat’s favorite aspect of his practice is being face to face with clients which is where he spends the majority of his time. When not in client meetings Pat is developing detailed cash flow models helping his clients to map out their future with clarity. Long term relationships are what he values most and his commitment to helping his clients simplify their financial lives has increasingly led Pat, and his team, towards the estate planning aspect of his client’s affairs. This has made his practice a place where individuals and families can come for financial guidance from beginning to end.

Leanne has been with Investment Planning Counsel since 2010. She plays a key role in helping the clients of CommonWealth Partners.
Leanne ensures that client action items are followed up on in a timely manner, and she manages the day to day schedule for the team.
In addition, Leanne is constantly developing, and refining her industry knowledge. She also provides support to Marie and Marcie with document preparation for client meetings.
She prides herself on providing excellent client service, and her friendly and professional manner is enjoyed by all of our clients.
In her spare time, Leanne enjoys travelling, and spending time with family and friends.

Marcie has worked in the financial services industry since 2004, and with Investment Planning Counsel since 2009.
She ensures that all documentation is prepared and processed in an accurate and timely manner. Her strong work ethic and organization are essential for the CommonWealth Partners team to be able to meet our client expectations. Marcie provides a check and balance system of all transactions and is client service focused.
She is a graduate of Mount Saint Vincent University and is married to Dave. They have two young daughters Myra and Hadyn and enjoy travelling with them.

Maria has been an employee of Investment Planning Counsel for several years and has a wealth of experience with our systems and processes.
Maria is the friendly voice that answers your phone calls, and she ensures that every client feels welcome.
She supports CommonWealth Partners with the efficient preparation of client documents and is the go-to resource for quick resolution to your account queries.
Maria is married to Rob and they enjoy family time with their son Bobby.