YOU x IPC =
OPPORTUNITY CONFIDENCE PARTNERSHIP GROWTH
What makes us different
We welcome both independent MFDA and IIROC Advisors.
We offer a competitive tiered compensation structure.
Our proven client experience process is rated Number 1!
Portfolio management, marketing, compliance and end-to-end transition support.
Our leaders not only welcome your engagement and dialogue, they count on it.
Your independence and entrepreneurial spirit makes us who we are, and we value it.
Or select an option below to learn more
Whether you're an IIROC or MFDA advisor, or an ICPM, we give you the freedom to run your business on your terms. As your partner, we will help you optimize and grow your business with leading technology, marketing and compliance support, and complete portfolio customization.Learn how
Advisors have access to leading global money management expertise through turnkey portfolios. For those that want more, leverage hands-on portfolio design expertise to tailor portfolios using a range of investments from ETFs, pools, individual mandate, alternative strategies, SMAs or UMAs. You get the flexibility to target specific client needs based on their wealth management goals.Learn how
Harness the full potential of effective marketing and communications to reach, engage and influence your clients and prospects. We provide professional marketing expertise, resources and active consultation to help you grow a strong brand within your community, nurture deep relationships and generate steady referrals.Learn how
Succession your way means honouring the business you’ve built, maximizing the value you get, and planning your future on your terms. Whether you want to pass the business to family, a partner or strategic seller – we help advisors explore all options, get your book ready, and move at a pace that you’re comfortable with.Learn how
You x IPC
For independent advisors, a great partnership is everything. I used IPC to not only help grow my business professionally but also to grow personally.
Paulina Hadjiyanni, Thie Convery, Yan Mecca, Wealth Advisors
You x IPC
Having access to help and subject matter experts is so important - like the marketing department who supports me with everything I need. They save me hundreds of hours (literally) on work so that I can go ahead and tell my story, and work with clients to find them financial solutions. I've never had that before, they're right in my back pocket – supporting me and my business – it's really amazing.
Thie Convery, Wealth Advisor
Dundas, ONWatch Testimonial
You x IPC
In many ways, I got more than what I was looking for. I have a foundation that I didn't have before that will allow me to grow, and simplify the way I do business without struggling with the day-to-day processes. I feel really well supported by the people who are there to where I want to go.
Yan Mecca, Financial Advisor
Laval, QCWatch Testimonial
You x IPC
As the industry continues to change, there will be no shortage of uncomfortable shifts. That said, I feel confident knowing that I have IPC's support to help me deal with these changes, so that I can continue to focus on my clients.
Patrick Briscoe, Financial Advisor
London, ONWatch Testimonial
You x IPC
We've been able to tap into IPC's experience with other advisors whose sons or daughters or other people they've brought in to take over the business and (this experience) has given me ideas on how to approach succession.
Gary Fortune, Financial Advisor
Dartmouth, NSWatch Testimonial
Growing or succeeding, we’ll work with you.Book a confidential call with us
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.
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.
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.
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.
With over 25 years of financial services experience, Brent’s diverse background provides him a fulsome understanding of the Advisor business from having been an Advisor himself to branch management and client experience.
Brent has been with IPC for 8 years and prior to this role was the Relationship Manager in our Private Wealth business supporting both MFDA and IIROC Advisors with their High-Net-Worth client offering. From his time in Private Wealth, he understands the importance of having a strong dealer foundation and knows firsthand what IPC brings to the table for its Advisors. In addition, he holds his CIM and IIROC licences giving him investment management knowledge.
A sports fan, his teams are the Montreal Canadians, Denver Broncos, and the Toronto Blue Jays. He loves to travel and spend time with his family.
Ken is a seasoned, investment industry-leader with expertise in dealer-change consulting, business development and succession. A dealer move can be a complex and overwhelming consideration for most advisors, advisor teams and portfolio managers. Before making a decision to switch firms, you’ll benefit by having a conversation with Ken as your first step.
It all begins with an open dialogue. Advisors need expert help to differentiate between dealer business models, navigate the risk landscape associated with dealer-changes, and synthesize their due diligence effectively. In Ken’s experience, these are among the most important considerations to achieve the peace of mind that advisors are ultimately seeking when deciding to change firms.
Unless he’s with his son on the ice, a baseball diamond or a golf course, other passions that fulfill Ken are outdoor activities like waterskiing or snow skiing, and the indulgence of cooking a great meal while listening to musical favourites with the people he loves.
Mary Lou Martinez is the Advisor Recruitment Specialist at Investment Planning Counsel. She is often the friendly, first point-of-contact that Advisors will connect with to discuss the possibility of joining the dynamic team at IPC.
Mary Lou has had over seven years of experience building and deepening relationships with Advisors to ensure they have all the resources they need to build, grow and transition their business.
Mary Lou and her family love baseball. You’ll often find her on the diamond managing her son’s baseball team, or watching games. She is also experienced in sign language having taken several courses at the Bob Rumball Canadian Centre of Excellence for the Deaf.