YOU x IPC =
OPPORTUNITY CONFIDENCE PARTNERSHIP GROWTH
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
At IPC, Business Development is a big priority and there is no lack of effort to ensure as Advisors, we have all the tools at our disposal.
Marie Phillips, Wealth Advisor
Ancaster, 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
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.
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.
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.
As a Financial Advisor with over 25 years of experience, Rob is a key member of the recruitment team. He listens to the needs and wants of Advisors who are seeking to grow their business or develop an exit strategy. As a former Advisor himself, Rob understands the driving forces impacting the financial industry and the challenges of growing and managing a business in today's environment. He is passionate about helping Advisors build a better business and arming them with solutions to help optimize their book, scale their business or map out a business succession plan.
In his leisure time, Rob loves to travel and play golf .
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.