Our Team

 

Bringing over 30 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.


 

 

Bill McLaren

Financial Advisor

Bill has worked in the Financial Service industry for more than 40 years. First with the bank and now owning and operating a Financial Advisory operation, KLM Financial Corp, for the last 18 years. Bi...
Read More

Chase WalkerBcomm, CFP®

Financial Advisor

Chase was very excited to join Bill McLaren in 2013 at KLM Financial to become an Independent Financial Advisor. He has had the pleasure of knowing Bill and his family for over 15 years. It has been a...
Read More

Chad UrschelCFP®

Financial Advisor

Chad has worked in the Finance Industry for over a decade. Starting his career with one of the big banks and also working in the insurance industry where he has amassed a wealth of knowledge in all ar...
Read More

Crystal Middagh

Executive Assistant

Crystal has been working with Bill McLaren at KLM Financial for the past 12 years. Her career in the financial field originated 15 years ago when she began working at TD Canada Trust with Bill who was...
Read More

Marcie Williston

Executive Assistant

Marcie joined the team 4 years ago as an Executive Assistant. After graduating from NAIT’s finance program 20 years ago, she has worked in various roles within the financial industry. She has obtained...
Read More

Kaley Minot

Kaley joined KLM Financial in efforts to expand individual insurance and group benefit sales within the office. She graduated from the University of Alberta with a Bachelor’s degree in 2013, and had w...
Read More

Our Consultants

Corrado Tiralongo

Chief Investment Officer, Counsel Portfolio Services

Rahim Dhalla, CIM

Director, Portfolio Management, Counsel Portfolio Services

Rana Chauhan

Chief Investment Strategist, 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.

 
Special Olympics

Special Olympics
Mission Statement: The mission of Special Olympics is to provide year-round sports training and athletic competition in a variety of Olympic-type sports for children and adults with intellectual disabilities (ID). This gives them continuing opportunities to develop physical fitness, demonstrate courage, experience joy and participate in a sharing of gifts, skills and friendship with their families, other Special Olympics athletes and the community. Special Olympics Alberta is committed to enriching the lives of Albertans with an intellectual disability through sport.