Our Team

         

The Mae-Claire Locke Team Parksville

Our team brings to you a combined 35+ years of experience in providing you with reliable, sound financial advice to help you achieve financial independence and peace of mind. We distinguish our practice by establishing a more client-centered environment, with a team of 3 dedicated personnel who share my passion for client care. With Mae-Claire at the helm and over 18 years of experience, Lavone and Tabitha also being licensed members as well as our front desk support administrator we have a solid, well-rounded team who prides ourselves in being 100%, client-focused. Our office is a warm, welcoming, fun-loving family atmosphere where you can rest assured between the four of us you are our top priority and will handle with the utmost professionalism.

 

Mae-Claire LockeB.Sc., EPC

Professional Financial Planner

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 th...
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Lavone McKnight

Financial Advisor

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, ...
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Tabitha Witherell

Financial Consultant

Tabitha joined our team in July 2012. We were lucky to find her immediately following her graduation from the ‘Applied Business Technology – Administrative Assistant’ Certificate Program at VIU. Many of you will remember Tabitha being your first point of contact at the front...
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Our Consultants

Peggy A. Sheppard

Mortgage Agent (Lic.# M08004209), Invis (Lic.# 10801)
 

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 Corporate Social Responsibility(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 effects of their efforts are always rewarding.