What does the future look like?

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Don't just chase your dreams

Let us help you plot a path!

Choose to work with Dennis Financial and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our spring board.

Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands on to optimize your investment.


We are not exclusive to any bank or fund so we come with no-strings-attached.


We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.


We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.


We tailor plans to suit your stage-of-life, plans and milestones.


We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.


We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!


Meet the Team

David Dennis, BA

Barry L. Dennis, EPC, PRP

The Cost of Advice

Understanding the different fee models and what each gets you is the start of any good planning exercise.
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The Value of Advice

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
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Spotted in the news

In our news and blog sections, we provide valuable insights into the financial world from our experts.

28 February, 2018

IPC Special Report : Budget 2018 -The Highlights

The Liberal government's budget on February 27, 2018 introduced changes that may affect your individual and family finances.
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Saving for your future may involve using both an RRSP and a TFSA.

14 February, 2018

Intelligent Investor: (RRSP & TFSA and your financial goals)

Saving for your future may involve using both an RRSP and a TFSA.
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5 February, 2018

Intelligent Investor: Wealth Transfer

Wealth Transfer 101: The biggest inter-generational wealth transfer in Canadian history is taking place right now. Read the e-book to learn more.
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Why should you choose us?

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