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ABOUT US

Meet our Team of Experts

Megan Philpott

Executive Assistant

Megan Philpott

Megan joined the ICP team in late 2020 as Executive Assistant. Megan has a varied background with experience as a Corporate Tax Paralegal and, later, as an Account Manager in the group insurance industry. Before becoming part of the ICP team, Megan gained marketing and management skills during her time as a sales lead for a growing athletic supplement company.

Her experience in various fields makes it easy for her to adapt and manage several different tasks with a keen eye for detail. Outside the office, you are likely to find Megan baking specialty cakes or training and competing in Olympic style weightlifting.

Uncommon Solutions

We specialize in designing unique solutions tailored specifically to maximize the financial success of business owners and incorporated professionals.

Impact

We have perfected planning methods to increase client’s wealth, focusing on delivering maximum value and desired outcomes.

Collaboration

We provide the best solutions for valued clients by working with existing advisors when implementing our
customized solutions.

Expertise

We provide uncompromising commitment to excellence. For over a decade, we’ve offered our services coast-to-coast and internationally, with proven success.

LEARN MORE ABOUT OUR SOLUTIONS

The most valuable call you’ll make

Your time is a limited resource, and so is ours. In 15 minutes we can walk you through our innovative solution to optimize the financial success of entrepreneurs and professional business owners. If you haven’t spoken with our team, you’ve never seen this tool before. You’ll want to stay on the call longer – we guarantee it.

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