Providing sophisticated financial planning advice to high net worth individuals and business owners for over 26 years. Trevor’s experience as a Chartered Accountant, Certified Financial Planner and Chartered Investment Manager provide a unique insight into all aspects of our planning process.


SUCCESS DOES NOT HAPPEN BY CHANCE... it is achieved by design. It cannot happen without trust. At Stewart Thomas Wealth Management, we understand that earning your trust is a privilege. Maintaining it is our pledge to you. As our long-time, and in many cases, multigenerational clients will attest, we take this pledge very seriously. With a relationship built on trust, we can capitalize on opportunities and enhance your wealth, to the benefit of all who depend on you. From this trust develops a tangible benefit: PEACE OF MIND.” - Trevor Nelson CPA, CA, CFP®, CIM®




Trevor NelsonCPA, CA, CFP®, CIM®

Investment Advisor

Trevor is the founding partner of Stewart Thomas Wealth Management, a distinguished Wealth Management firm established in 1994. He graduated from UBC (B.Comm.) and holds professional designations as C...
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Dave MacIver

Investment Advisor

Dave’s career in financial planning began with Manulife Financial 31 years ago. In addition to Manulife, over the past 20 years, Dave has held the position of District Vice President with two of Canad...
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Marc Burchell

Marketing Consultant

Marc joined Stewart Thomas Wealth Management as a consultant in 2010 bringing with him over 35 years of domestic and international business experience. As a senior executive with major Canadian corpor...
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Alia Marchment

Administrative Assistant

Alia moved to Penticton from Kelowna in 2005 and she shares her life with her partner and their clan of animals. Her 20 year career with several successful Okanagan businesses has revolved around clie...
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Our Consultants

Helm Kimmich

PPI Solutions


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.


Each year, from coast to coast we participate in Junior Achievement’s projects and in-school events that aim to help kids improve their knowledge, skills and confidence in making the best financial choices. Each year more than 226,000 young Canadians experience a Junior Achievement program from over 13,500 committed business mentors, including many from Investment Planning Counsel. 

The JA programs - Dollars with Sense and Economics for Success - are delivered in schools by volunteer advisors. And research has shown than over 75% of Junior Achievement’s past participants believe the programs had a significant impact in developing their financial literacy skills –– saving more, borrowing less and doing better financially than the average Canadian.


The Community Foundation is governed by a volunteer board of eleven community leaders who collectively represent the broad public interest and diversity of all communities in the region. Standing committees include investment, audit, policy & governance, and granting. The Board is supported in their efforts by its full-time executive director, Aaron McRann. here to learn more!