Wayne Gillespie
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Wayne Gillespie Email & Phone Number

Director, Senior Portfolio Strategist and Portfolio Manager at IPC Private Wealth at Investment Planning Counsel at Investment Planning Counsel
Location: Oakville, Ontario, Canada 4 work roles 1 school
1 work email found @ipcc.ca LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

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Current company
Investment Planning Counsel
Role
Director, Senior Portfolio Strategist and Portfolio Manager at IPC Private Wealth at Investment Planning Counsel
Location
Oakville, Ontario, Canada
Company size
1047 employees

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Wayne Gillespie is listed as Director, Senior Portfolio Strategist and Portfolio Manager at IPC Private Wealth at Investment Planning Counsel at Investment Planning Counsel, a company with 1047 employees, based in Oakville, Ontario, Canada. AeroLeads shows a work email signal at ipcc.ca and a matched LinkedIn profile for Wayne Gillespie.

Wayne Gillespie previously worked as Director, Senior Portfolio Strategist and Portfolio Manager at IPC Private Wealth at Investment Planning Counsel and Vice President and Director, Portfolio Manager at Highview Financial Group. Wayne Gillespie holds Bachelor Of Arts (Ba), Economics from York University.

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{first}.{last}@ipcc.ca
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About Wayne Gillespie

As the Director, Senior Portfolio Strategist and Portfolio Manager at IPC Private Wealth, my role is to provide industry insights, guidance and mentorship for IPC Advisors dealing with million-dollar households and providing investment management to clients with investable assets exceeding $500,000 (CAD).IPC Private Wealth is a discretionary managed money program which provides clients with higher levels of active investment management, the ability to personalize each portfolio, a greater degree of investment expertise and oversight, and more clarity about what clients can invest in and why. As a wealth management specialist, I focus on the highest levels of asset management and provide stewardship for investor profiling. I work collaboratively with Advisors to generate solutions for any critical areas in practice management which may include risk management, gap analysis, or client management issues. I also help Advisors build a better business by building and deepening relationships with a more affluent clientele who require a more qualified level of personalized expertise.With over 30 years of experience in financial services, I have played a significant role providing fiduciary oversight in various programs and policies. My principled, strategic and tactical approach has seen both the significant growth of multi-millions of dollars in assets under management, and an exceptionally high retention of clients.I have earned designations as an Accredited Investment Fiduciary and the Certified Investment Management Certification®. This experience allows me to bring a holistic, principled, and ethical perspective to investment management. As a result, I am often called upon to be the subject matter expert for various market report insights and analysis including the quarterly program commentary for IPC Private Wealth.To learn more about IPC Private Wealth, please visit www.ipcprivatewealth.ca

Listed skills include Portfolio Management, Investments, Asset Management, Asset Allocation, and 49 others.

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Investment Planning Counsel
Investment Planning Counsel
Director, Senior Portfolio Strategist and Portfolio Manager at IPC Private Wealth at Investment Planning Counsel
mississauga, ontario, canada
Website
ipcc.ca
Employees
1047
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4 roles · 22 years

Wayne Gillespie work experience

A career timeline built from the work history available for this profile.

Director, Senior Portfolio Strategist And Portfolio Manager At Ipc Private Wealth

Current
Investment Planning Counsel
  • Provides senior leadership for the development and implementation of large and complex investment strategies for high net worth client portfolios within the IPC Private Wealth program.
  • Mentors and partners with IPC Advisors so they can attract a more affluent clientele and build a better business.
  • Listens to the needs of each client to ensure each portfolio is optimized and includes a diversified mix of investments including equities, securities, stocks, bonds, hedge funds, mutual funds and real estate.
  • Regularly monitors investment regulations, stays current on various economies, and ensures portfolios are aligned and rebalanced according to each client’s needs and objectives.
  • Collaborates with other members of the IPC Private Wealth team, including the VP of Business Development, Private Wealth Consultants, Relationship Manager to develop and refine products, processes and procedures.
  • Simplifies complex investments and terms into understandable solutions to ensure clients fully understand their investment plan.
Sep 2012 - Present

Vice President And Director, Portfolio Manager

Highview Financial Group
  • Roles included Vice President, Director and Chief Risk Management Officer
  • Oversaw over $850 million dollars of Managed Asset Programs
  • Provided portfolio structure consulting and design for a high net worth client base.
  • Led and coached 15 Advisor teams to co-initiate and deliver the fi360 fiduciary program to 12 Advisors with 100% successful completion of AIFP designation.
  • Ensured team provided a customer-driven experience to deepen and retain relationships with high net worth clients.
  • Managed strategic direction, and budgets to achieve financial targets
Sep 2006 - Sep 2012

Portfolio Manager

National Bank Independent Network
  • Supervising Portfolio Manager responsible for overseeing three asset management programs.
  • Held roles as the Supervisor of Investment Management Overlay which included reviewing various processes.
  • Provided trading, operations, administrative and research services to independently-owned and managed financial services firms.
  • Analyzed portfolio adjustments to ensure asset allocation remained in balance and managed any inefficiencies.
  • Managed risk, monitored capital gains and losses and rebalanced holdings when necessary.
  • Elevated and redefined the compliance and regulatory agreements in order to conduct ongoing managed account business.
2004 - 2006 ~2 yrs

Regional Director, Private Client Services

Cibc
  • Held extensive leadership, training and strategic roles including Regional Director, Regional Coach and Senior Portfolio Manager.
  • Worked closely with legal and tax professionals to resolve complex estate planning issues and developed strategies tailored to meet the client’s needs.
  • Led, mentored and coached the Investment Services teams across Toronto, Winnipeg, Saskatoon, Calgary and Edmonton collectively managing in excess of $800 million.
  • Developed and provided strategic direction to more than 50 Investment Advisors
  • Revitalized and elevated the Investment and Estate planning skillset of GTA sales team
  • Was the Investment Manager for over 150 client relationships, which represented over $80 million dollars.
May 1994 - 2000
Team & coworkers

Colleagues at Investment Planning Counsel

Other employees you can reach at ipcc.ca. View company contacts for 1047 employees →

AD Althea Desouza Althea Desouza Colleague at Investment Planning CounselGreater Toronto Area, Canada, Canada View → CB Cassandra Blanchard Cassandra Blanchard Colleague at Investment Planning CounselOakville, Ontario, Canada, Canada View → BG Bruce Gabel Bruce Gabel Colleague at Investment Planning CounselAncaster, Ontario, Canada, Canada View → SB Sonam Bajpai Sonam Bajpai Colleague at Investment Planning CounselCambridge, Ontario, Canada, Canada View → RS Rej Stringer Rej Stringer Colleague at Investment Planning CounselSwift Current 137, Saskatchewan, Canada, Canada View → JW Justin Worby Justin Worby Colleague at Investment Planning CounselOntario, Canada, Canada View → LM Lavone Mcknight Lavone Mcknight Colleague at Investment Planning CounselQualicum Beach, British Columbia, Canada, Canada View → CO Carolyn Ohearn Carolyn Ohearn Colleague at Investment Planning CounselMississauga, Ontario, Canada, Canada View → NA Niha Akhund Niha Akhund Colleague at Investment Planning CounselOakville, Ontario, Canada, Canada View → TR Tim Ross Tim Ross Colleague at Investment Planning CounselCanada, Canada View →
1 education record

Wayne Gillespie education

FAQ

Frequently asked questions about Wayne Gillespie

Quick answers generated from the profile data available on this page.

What company does Wayne Gillespie work for?

Wayne Gillespie works for Investment Planning Counsel.

What is Wayne Gillespie's role at Investment Planning Counsel?

Wayne Gillespie is listed as Director, Senior Portfolio Strategist and Portfolio Manager at IPC Private Wealth at Investment Planning Counsel at Investment Planning Counsel.

What is Wayne Gillespie's email address?

AeroLeads has found 1 work email signal at @ipcc.ca for Wayne Gillespie at Investment Planning Counsel.

Where is Wayne Gillespie based?

Wayne Gillespie is based in Oakville, Ontario, Canada while working with Investment Planning Counsel.

What companies has Wayne Gillespie worked for?

Wayne Gillespie has worked for Investment Planning Counsel, Highview Financial Group, National Bank Independent Network, and Cibc.

Who are Wayne Gillespie's colleagues at Investment Planning Counsel?

Wayne Gillespie's colleagues at Investment Planning Counsel include Althea Desouza, Cassandra Blanchard, Bruce Gabel, Sonam Bajpai, and Rej Stringer.

How can I contact Wayne Gillespie?

You can use AeroLeads to view verified contact signals for Wayne Gillespie at Investment Planning Counsel, including work email, phone, and LinkedIn data when available.

What schools did Wayne Gillespie attend?

Wayne Gillespie holds Bachelor Of Arts (Ba), Economics from York University.

What skills is Wayne Gillespie known for?

Wayne Gillespie is listed with skills including Portfolio Management, Investments, Asset Management, Asset Allocation, Risk Management, Wealth Management, Financial Services, and Investment Advisory.

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