YOU x IPC =
OPPORTUNITY CONFIDENCE PARTNERSHIP GROWTH
You’re entrepreneurial at heart, focused on your client, and successful as a financial advisor. But you’re ready to unlock new opportunities and reach even higher. We’ll work with you to do just that. We’ll help you simplify your business, implement exceptional client engagement systems, define your process and, ultimately, build a better business.
Don’t just take our word for it.
Discover how Advisors have gained so much more – for themselves and their clients – in true partnership with us.
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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 active engagement and dialogue with our leaders.
Respect for your independence and entrepreneurial spirit.
GROWING OR SUCCEEDING
WE’LL WORK WITH YOU
Whether you want to refine your client segmentation strategy, focus on niche markets, or define your own succession plan, we’re here for you. We’ll work with you to build scale in your business, implement proven growth strategies, maximize the value of your business, or map your exit plan. Through it all, we’ll help you ensure your clients continue to get the attention they deserve.BOOK A CONFIDENTIAL CALL WITH US
John leads the firm’s initiatives to attract top performing Advisors. He’s driven to help Advisors build a better business by helping them implement strategies to increase their operational efficiency and establish their personal brand while growing their business.
While obtaining his MBA at Queen’s and Cornell University, John developed an innovative new business model designed to support Advisors who are ready to monetize and transition their business seamlessly.
In his free time, he enjoys time with the people who helped him become who he is today – his family. An avid golfer, he's a huge fan of Toronto's major sports teams.
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 decade, John and his team have recruited and facilitated the transition of over 300 Advisors, with more than $7.5 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 the first point of contact for prospective Advisors and the “go-to” resource throughout the due diligence, transition and onboarding process for Advisors.
Bill is a strong believer in giving back to his community. He is a regular volunteer at the Bethal Hospice. Each year, he leads IPC’s fund-raising initiatives for Movember, as well as the company's participation at The Healing Cycle Ride – a charity that helps raise funds for palliative care in Ontario.
When he’s not on his bike, Bill unwinds to tunes he plays on his guitar.