YOU x IPC =
OPPORTUNITY CONFIDENCE PARTNERSHIP GROWTH
Created for Advisors by Advisors - Build a better business | IPC - IPCC Corporate
What makes us different
You bring a lot to the table. So we make sure we do too.
Dual Platform
We welcome both independent MFDA and IIROC Advisors.
Compensation
We offer a competitive tiered compensation structure.
Experience
Our proven client experience process is rated Number 1!
Expertise
Portfolio management, marketing, compliance and end-to-end transition support.
Partnership
Our leaders not only welcome your engagement and dialogue, they count on it.
Respect
Your independence and entrepreneurial spirit makes us who we are, and we value it.
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 howAdvisors 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 howHarness 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 howSuccession 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
01 / 05
Watch TestimonialThe IPC Pinnacle team saw the uniqueness of my business and were willing to preserve that. They gave me the opportunity to grow and helped my team feel secure, without any disruption to my clients. That's exactly what I was looking for.
Brett Worby, Financial Advisor
You x IPC
02 / 05
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, ON
Watch Testimonial
You x IPC
03 / 05
Watch TestimonialI was nervous about switching to IPC, but those fears were quickly replaced by a feeling of success and pride - success because of my meteoric growth and pride because of the people who had my back.
Mike Turlock, Financial Advisor
You x IPC
04 / 05
Watch TestimonialComing to IPC Pinnacle, everything was taken care of for me. I was able to keep continuity in my business, bring along my assistant, and all the administrative tasks of the business was stripped away. So, I was able to focus on my client and help them bring their dreams to life. Being with IPC Pinnacle has allowed me to do that.
Kyla Martens, Financial Advisor
You x IPC
05 / 05
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, ON
Watch Testimonial
Aspect Advisor Blog
An aspect of your future
A space to share ideas, practical lessons and thoughts about the future of the financial advice business.
Visit the Aspect
Growing or succeeding, we’ll work with you.
Book a confidential call with usWhether 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.
