Administration

We have a great support team, who is pleased to assist you if you have any questions regarding your confirmations and/or portfolio summaries. They are also the ones to speak to for assistance on a number of administrative matters, such as how long a particular transaction may take to process, the dates on which various companies process monthly purchases and/or withdrawls. Whatever the questions, our admin. team will ensure they are answered promptly.


Our Administrative Team:

Deborah Macdonald, Para Planner, and assistant to Carol and Sandra, may be contacted at: dmacdonald@ipgstouffville.com. Her telephone extension is 230.

Andria Stevens - Office Manager, Client Service, client administration and order processing. Andria may be contacted at: astevens@ipgstouffville.com. Her telephone extension is 231. 


Kim Mahy - Client Administration and Insurance. Kim may be contacted at: kmahy@ipgstouffville.com. Her telephone extension is 224. 

Stephanie Curtis - Reception, books appointments for all planners and makes changes to your address and/or bank account. Stephanie may be reached at: info@ipgstouffville.com, or by calling (905) 642-4540, extension 0 or 221. 



  Who We Are | Individual Services | Wealth Management | Business Owners
Corporate Services | Office Contacts | Map | Links | Disclaimer | Home
© 2003 - 2005 Independent Planning Group (Stouffville).