Bringing over 25 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Kelly Eldridge

B.A
Financial Planner

Since 1993, Kelly Eldridge has been fortunate to pursue his passion for financial planning. He truly loves to help families customize their financial plans, identifying effici...

Moby Christoffersen

Financial Planner

Moby began his journey in financial services in 2000. He became a Financial planner in 2005, and a CERTIFIED FINANCIAL PLANNER® professional in 2008. His passion for investing...

Mercedes Toole

Financial Advisor

Mercedes joined Goodwealth Financial – IPC in 2013. She has completed the Canadian Investment Funds Course and earned a Professional Tax Preparation Certificate. As a Licensed...

Erin Preston

Licensed Assistant

Erin has been the gatekeeper and glue since 2016, keeping Goodwealth Financial running smoothly. She is a graduate of the Red River College Commerce Industry Sales and Marketi...

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Kelly Eldridge

B.A
Financial Planner

Since 1993, Kelly Eldridge has been fortunate to pursue his passion for financial planning. He truly loves to help families customize their financial plans, identifying efficient ways to achieve every goal.

Kelly works with each client to develop a cash flow management system tailored to their needs while fine-tuning their investment, estate needs, and retirement plans.

Kelly specializes in retirement income planning and multigenerational wealth transfers for families and businesses. He spends time with clients, helping demystify the complexities surrounding their finances and achieving their goals and dreams. Kelly is not afraid to ask tough questions that ultimately lay the groundwork for an effective financial plan. None of this is possible without the follow-through and ongoing service that are his hallmark.

But it’s not enough to preach good finances. Kelly is already training his children, Norah and Hartley, to be financially savvy and plan for the future. Ask him about his “Charity, Retirement, Now and Later” jar system!

In his spare time, Kelly is a Freemason and Chairman of Donor Relations for Khartum Shriners, where he gained additional experience with estate planning. He plays the bagpipes in the Khartum Pipes and Drums and the Winnipeg Police Pipe Band. He enjoys coaching hockey and soccer, loves to cook, compete at BBQ…and eat!

Kelly holds a BA in Economics. He is licensed for investment funds in BC, AB, SK, MB, ON, and NS. He is licensed for life, disability, critical illness, and group insurance in MB through Eldridge Financial Inc.

E – kelly@goodwealth.ca

P – 204-989-7075

F – 1-866-277-7176

Financial planning and insurance products available through Kelly Eldridge/Eldridge Financial Inc./Goodwealth Financial.

Moby Christoffersen

Financial Planner

Moby began his journey in financial services in 2000. He became a Financial planner in 2005, and a CERTIFIED FINANCIAL PLANNER® professional in 2008.

His passion for investing began at the age of 13 when his father helped him open and manage his first investment account. One of the key lessons he learned about investing was that perseverance and patience pay off.  Moby grew up in Dauphin, MB, where he worked with disabled people and managed the local Chamber of Commerce.

As he works with families and business owners, Moby concentrates on disciplined investing, the importance of insurance, and his clients’ financial planning objectives. His clients appreciate that their personal values and vision are aligned with their financial plans.

Moby was very active with Rugby for many years and now regularly attends the gym. He also stays in shape practicing his son’s many sports. Moby’s other hobbies include learning to play the guitar and traveling with his family…always planning the next trip within the province, across Canada, or beyond!

Moby is licensed to provide investment funds, life, critical illness, disability, and group insurance in Manitoba. Insurance products available through Moby Christoffersen.

 

E - moby@goodwealth.ca

P –  204-594-0718

F – 1-866-277-7176

 

Insurance products available through Moby Christoffersen/Eldridge Financial Inc./Goodwealth Financial.

Mercedes Toole

Financial Advisor

Mercedes joined Goodwealth Financial – IPC in 2013. She has completed the Canadian Investment Funds Course and earned a Professional Tax Preparation Certificate. As a Licensed Assistant, Mercedes continues the journey to becoming a financial planner.  She also manages our income tax business called Goodworks Tax Service, to benefit our clients and our financial planning firm.

Mercedes is a great multi-tasker and organizational guru. She thrives in our fast-paced environment and faces all challenges with a positive outlook. This ensures every client experience is an enjoyable one.

Mercedes works part-time at a veterinary clinic to bolster her love of animals. She is active with supporting various animal rescues and the Winnipeg Humane Society. She adopted two Pomeranians named Addie and Ranger from the same local animal rescue.

She also enjoys reading, relaxing at the lake, judging BBQ competitions, spending time with Addie and Ranger, and learning the joys of homeownership.

E – mercedes@goodwealth.ca

P – 204-989-7084

F – 1-866-277-7176

Tax services available through Goodworks Tax Service

 

Erin Preston

Licensed Assistant

Erin has been the gatekeeper and glue since 2016, keeping Goodwealth Financial running smoothly. She is a graduate of the Red River College Commerce Industry Sales and Marketing program and is a licensed assistant. She holds a Canadian Professional Sales Certificate, and a Professional Tax Preparation Certificate.  Her financial education continues as she becomes insurance licensed.

Erin thrives in the fast pace of this business. In her spare time, she likes to slow down, spending time with family and friends, reading, working out, and trying new foods. Her retirement goals are to travel and adopt a lot of animals.

E – erin@goodwealth.ca

P – 204-989-7084

F – 1-866-277-7176

 

Tax services available through Goodworks Tax Service.

Our Consultants

 

Supporting the communities within which we work

At IPC, we built IPC Cares to bring together the various efforts we make towards enhancing the communities within which we operate. By adopting causes that are close to our hearts, we keep ourselves committed and accountable.

Last year alone, as a company, we supported the aid efforts on the Fort McMurray fires, palliative care through The Healing Cycle Foundation and women and children through The Salvation Army.

Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to our CSR efforts, is the community development project in Honduras with The Carpenteros & Friends. Last year’s project involved a group of IPC staff and Advisors volunteering their time and energy on the ground. Very little is as inspiring and rewarding as living the lives of the people you’re helping, and every one of the people who took the journey came back a changed person, even more determined to stay committed to making a difference in the world!

We also made countless small but significant contributions of our time and resources within our communities through many grassroots charities we believe in, and the ripple effect of their efforts are always rewarding.