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

D’Arcy Mosher

BBA, BA, CFP®, CIM®
Financial Planner

D’Arcy started his career in 1997 as an advisor with London Life servicing the Guelph and surrounding areas. As the financial industry continued to expand their product offeri...

Sarah Congi

Marketing Assistant

Sarah has been working in the financial services industry for over 13 years. Sarah is passionate about working with our team of advisors and with our valued clients. Sarah ove...

Viana Klobuch

Marketing Assistant

Viana holds a Masters degree in Economics and has extensive financial experience working in the banking industry in her home country of Poland and Saskatoon, Saskatchewan. Via...

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D’Arcy Mosher

BBA, BA, CFP®, CIM®
Financial Planner

D’Arcy started his career in 1997 as an advisor with London Life servicing the Guelph and surrounding areas. As the financial industry continued to expand their product offering, D’Arcy’s client base continued to grow, and it was at this time in 2000 D’Arcy incorporated with the vision of expanding his sole practice to a team of like-minded financial planners and partners who had the same shared passion of working with clients to understand their financial goals and ensuring their families are protected.

Education and continued learning are important to D’Arcy and the profession of Financial Planning. D’Arcy holds a Bachelor of Business Administration with Economics Option degree from Wilfrid Laurier University and a Bachelor of Arts (Psychology) degree from the University of Guelph. He also holds the Certified Financial Planner® (CFP®) designation, and the Chartered Investment Manager® (CIM®) designation.

D’Arcy holds many awards for his continued efforts and professionalism in the field of financial planning including national Excellence and Elite awards.

D’Arcy lives in Stratford with his daughter, Audrey. When not seeing clients, D’Arcy enjoys travelling, camping and fishing. He also enjoys reading current and classical literature; is an avid music fan who loves attending live performances; and endeavors to be a pinball wizard.

Sarah Congi

Marketing Assistant

Sarah has been working in the financial services industry for over 13 years. Sarah is passionate about working with our team of advisors and with our valued clients.

Sarah oversees the office operations and processing for our advisors. She continues to be committed to supporting our organization and prides herself on furthering our clients’ personal goals. In 2018, Sarah completed the Canadian Investment Funds course.

She currently lives in Fergus, ON with her husband and 2 children.

Viana Klobuch

Marketing Assistant

Viana holds a Masters degree in Economics and has extensive financial experience working in the banking industry in her home country of Poland and Saskatoon, Saskatchewan.

Viana handles the internal operations and processing for our advisors. She takes pride in putting the client’s first and enjoys the comradery of the team at WealthRite.

Viana lives in Guelph with her 2 kids (who are not kids anymore) and dog Jasper. She enjoys family time, loves to travel and is a big soccer fan.

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.