INQUIRIES

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FOR ADVISORS

ABOUT US

Meet our Team of Experts

Executive Assistant

Sue-Ellen Sheilan

Sue-Ellen supports the ICP team as an Executive Assistant, bringing many years of experience helping clients and partners.  She prides herself on going above and beyond to ensure our relationships have positive experiences each and every time.

Sue-Ellen is a results-oriented and resourceful Senior Administrator offering a proven track record of experience providing executive assistance, project administration, and account management in high-volume environments. She values being a positive and trusted point of contact who effectively manages multiple priorities, meets tight deadlines, and always provides a high level of discretion.

In her spare time, you will find her gardening, travelling with her family and relaxing on the back deck while watching the sunset over the mountains.

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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