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

Cotty J. Laptev

CIM, CFP®, FMA, FCSI
Investment Advisor

Cotty has over 20 years experience in the investment business. He came to Investment Planning Counsel after 10 years with two major banks holding positions in sales and market...

Amanda Lewis

Executive Assistant

Amanda has been an employee of Investment Planning Counsel since 2001 and has a wealth of experience with our systems and processes. Her wealth of experience, excellent organi...

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Cotty J. Laptev

CIM, CFP®, FMA, FCSI
Investment Advisor

Cotty has over 20 years experience in the investment business.

He came to Investment Planning Counsel after 10 years with two major banks holding positions in sales and marketing for their money desks in Montreal, Vancouver and Toronto dealing bonds, BAs Commercial paper, and forex for commercial and corporate accounts.

His schooling began in Montreal, continued under the French Baccalaureate system in London, England but switched to "O" and "A" Levels before admittance into University of Western Ontario for a B.A. in Economics. He now lives in Etobicoke with his wife Stasia and daughter Carolina.

Cotty's financial credentials include:
 

Certified Financial Planner - (CFP®) 

Certified Investment Manager - (CIM)

Financial Management Advisor - (FMA)

Fellow of the Canadian Securities Institute - (FCSI)

Also:

Life Insurance - Level II

Canadian Securities Course - (CSC)

Professional Financial Planner Course - (PFP)

Branch Manager Course

Wealth Management Essentials

Conduct and Process Handbook

Cotty speaks English and French fluently.

Click on the logos below to learn more about the  Financial Planning Standards Council (FPSC) &  Fellow of the Canadian Securities Institute - (FCSI)
 

 

Insurance products available through Constantin J. Laptev.

Amanda Lewis

Executive Assistant

Amanda has been an employee of Investment Planning Counsel since 2001 and has a wealth of experience with our systems and processes. 

Her wealth of experience, excellent organizational skills and thorough approach to client service enables her to provide our clients with a level of service that they expect and deserve. As part of the Team, Amanda also creates implements and oversees our marketing efforts.

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.