Created for Advisors by Advisors
to call home
Are you looking for a place to call home? A place that respects your independence and entrepreneurial spirit and values the importance of a strong partnership? If you are, consider a partnership with us.
As a company that was created for Advisors by Advisors, we understand what it takes to grow your business, deepen your client relationships and ultimately, win big.
At Investment Planning Counsel, our goal is simple: whether you’re an MFDA or IIROC Advisor, we’re here to help you build a better business.
Take your Place at our Table
We like to think of you, our Advisors, as family. And as your family, we will go the extra mile to
support you in the growth and evolution of your business.
PULL UP A SEAT,
WE'VE BEEN WAITING FOR YOU
When you take advantage of our comprehensive range of services, you will discover new ways to extract efficiencies, refine your business model and expand your growth in the financial planning market space of your choice.
So go ahead, pull up a seat and ask us how we can help you.BOOK A DUE DILIGENCE
What makes us Different
When you become an IPC Advisor you can expect more than just the basics:
Home to independent MFDA and IIROC Advisors.
A competitive tiered compensation structure.
A proven system to elevate your client experience.
Portfolio management, marketing, compliance and end-to-end transition support.
An opportunity to be part of our growth through equity ownership.
Respect for your independence and entrepreneurial spirit.
Being a shareholder and partner with IPC has driven my business more than I thought possible. IPC's Total Client Experience and portfolio services have allowed us to grow while maintaining a client service standard that we are proud of. We could not have done this on our own.
Dan Nolan CFP®, CIM®, FCSI
MEET THE TEAM
Vice President, Corporate Development
John and his team are responsible for recruiting experienced and qualified Advisors from across Canada to IPC.
With over 30 years of operational experience, John has a solid understanding of the industry and issues that face Advisors today. This allows him to work with them to evaluate IPC's offering and break down the traditional barriers to growing their book of business.
Over the past seven years, John and his team have recruited and facilitated the transition of over 300 Advisors, with more than $7 billion in assets.
Every great team is built on a backbone of coordination and logistics management and IPC’s Recruitment Team is no exception.
Bill is not only the first point of contact for many prospective Advisors at IPC, he’s also the “go-to” resource throughout the entire transition process.
Bill and his family relocated to Canada in 1998 when Bill began his career in banking and financial services as a business development coordinator. Before “jumping the pond,” Bill worked in various operational and management roles in the United Kingdom.
Bill is an avid participant and contributor to various charitable causes, including The Healing Cycle Foundation and Movember. In 2015, Bill was the IPC Dream Team's top fund raiser for The Healing Cycle, raising over $3,000 towards this cause. It was also the first year that Bill rode the 100KM challenge for The Healing Cycle.