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

Mae-Claire Locke

B.Sc., EPC
Financial Advisor

Mae-Claire Locke is a dually licensed professional as a Financial Advisor and Insurance Agent who provides individualized service to her clients. Mae-Claire earned her Bachelo...

Lavone McKnight

Mutual Fund Sales Associate

Lavone began her career in the Financial Industry in Vernon, BC, in March 2003, completing her Canadian Investment Funds Course later that year. In 2007 she also completed her...

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Mae-Claire Locke

B.Sc., EPC
Financial Advisor

Mae-Claire Locke is a dually licensed professional as a Financial Advisor and Insurance Agent who provides individualized service to her clients.  Mae-Claire earned her Bachelor of Science degree from Brandon University in 1998. Upon completion of this degree, she realized that her interests lay in the investment and financial services sector.  In 1999 Mae-Claire joined a Big Bank as the assistant to an experienced financial advisor.  She was determined to learn the ins and outs of the business before starting up her own independent advisory practice. 

Mae-Claire completed the Canadian Securities Course and the Conduct and Practices Course, as well as the Professional Financial Planning Course through the Canadian Securities Institute. She also holds her Elder Planning Counselor designation specializing in helping the elderly with their investments.

 

As an independent advisor Mae-Claire provides the diversity of investment choices valued by her clientele. This independence allows a greater opportunity to provide appropriate solutions tailored to each client's goals and objectives. This approach builds a loyalty that has led many clients to recommend Mae-Claire to family, friends and associates.

 

Mae-Claire loves living grew up in the Prairies and now lives in Parksville with her husband Lindsay, and her two boys Ramsay and Hamish.  As Island life is now in her blood, she plans on Parksville being her “forever” home.  In her personal time she and her family travel to get away from the daily grind.

Lavone McKnight

Mutual Fund Sales Associate

Lavone began her career in the Financial Industry in Vernon, BC, in March 2003, completing her Canadian Investment Funds Course later that year.  In 2007 she also completed her Branch Manager Licencing.  We are happy Lavone chose to move back home to Vancouver Island in 2010, joining our office. 

Lavone worked as an assistant to another advisor in the office for many years.  She officially joined ‘The Mae-Claire Locke Team’ in 2016.  Lavone is very entrepreneurial and thrives on spearheading business initiatives, marketing, streamlining and project delegation. 

Lavone has had many roles within the industry which makes her a perfect fit as ‘Second in Command’.  She works closely with Mae-Claire, analyzing client portfolios and establishing business direction to ensure clients financial well being.  She is excited to have more face-to-face client interaction and share her expertise alongside the team. 

Born and raised on Vancouver Island, Lavone has firm roots and looks forward to her eventual retirement as she has no plans to leave this beautiful place, she calls home.  She is also very proud of her daughter Tianna who will graduate from Ballenas Senior Secondary School in 2019.  Lavone is very excited to continue to build her career assisting families that she has known for years.

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.