Kayla has been working in the financial industry since 2013. She currently holds her CERTIFIED FINANCIAL PLANNER designation, life insurance and mutual funds license. Kayla br...
I have worked in the financial industry since 1997, obtaining my mutual funds registration, then extending my knowledge with my CERTIFIED FINANCIAL PLANNER designation and Eld...
Kayla has been working in the financial industry since 2013. She currently holds her CERTIFIED FINANCIAL PLANNER designation, life insurance and mutual funds license. Kayla brings a hard-working and focused approach to financial planning, she has a passion for providing the best possible personalized financial services to help clients manage debt, prepare for retirement, and plan to achieve financial goals and life milestones. Kayla strives to provide a clear, transparent and committed approach to achieving success with all of her clients.
Insurance products available through Kayla Cozzarin.
I have worked in the financial industry since 1997, obtaining my mutual funds registration, then extending my knowledge with my CERTIFIED FINANCIAL PLANNER designation and Elder Planning Counsellor (EPC) designations, as well as my Life Insurance License. I mostly dedicate my services to the Guelph, Fergus and surrounding areas. I feel connected to the small business community, having owned/worked in our own family run business for 22 years. I know the importance of providing excellent customer service, with hard work and integrity. I also gained valuable experience, focus and commitment while training to becoming an Olympic athlete. Outside of work I enjoy spending time with my family, reading, as well as motorcycling.
Insurance products available through Sharon Cozzarin.
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.