Who We Are

 

As The Pension Specialists™ we have created and customized a wide range of services to ensure that our clients maintain their future lifestyle.


 

 

Shelley Johnston

Senior Wealth Advisor, CFP®, EPC, RRC, CEA

With over 25 years of financial industry experience, and owner of The Pension Specialists Inc., Shelley is passionate about making a difference in her clients’ lives. Shelley’s approach starts with ta...
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Stephanie Ferancik

Client Care Manager

Stephanie, who is a licensed assistant and has been an integral member of our team since 2001. She makes sure all our clients are well looked after: from A to Z – she does it all!
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Sandra Shaw

Office Manager

Sandra has been in the investment and securities industry for 15 years, and joined our team a few years back after 7 successful years at IPC Securities Corporate Head Office. Sandra ensures all things...
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Shelby Slyford

Client Care Associate

Shelby is our youngest member of our team, and is our protégé in training. She is very well versed in all aspects of client transactions, account administration, and ensures that our clients are given...
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Cassandra Alzona

Client Care Associate

Cassandra, our newest member, is a friendly and cheerful individual who ensures that all telephone messages and personal enquiries are handled professionally and courteously. She is the Pension Specia...
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Our Consultants

Sandra Leonardelli

 

Supporting the communities within which we work

 

A strong believer in community service, both at home and abroad, Shelley is the 2019 recipient of the IPC Cares Award for Community Service. 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.

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. Projects involve 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.

Our team recognizes the importance of helping others and providing assistance to those less fortunate both locally and globally.

Live your Dream Endowment Fund

We also have an Endowment Fund that was established to help many worthy causes within the Durham Region. It is funded through donations made in memory of our cherished clients and their loved ones. The assets of the fund are invested and the interest is used for donations annually. This fund will run in perpetuity. 

 

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