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Advisors: What makes us Different2

What makes us different

You bring a lot to the table. So we make sure we do too.

Dual Platform

Dual Platform

We welcome both independent MFDA and IIROC Advisors.

Compensation

Compensation

We offer a competitive tiered compensation structure.

Experience

Experience

Our proven client experience process is rated Number 1!

Expertise

Expertise

Portfolio management, marketing, compliance and end-to-end transition support.

Partnership

Partnership

Our leaders not only welcome your engagement and dialogue, they count on it.

Respect

Respect

Your independence and entrepreneurial spirit makes us who we are, and we value it.

Advisors - More Reasons to join us

More Reasons to Join Us

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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
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Advisors - The Growth

The growth is why they join us.
The support is why they stay.

Advisor - Video Testimonial

Aspect Advisor Blog

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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.

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.

Bio 6

MEET OUR TEAM

John Novachis

Executive Vice President

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 Alexander

Vice President, Corporate Development

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.

Dan Nolan

Regional Vice President

Dan has been a professional financial advisor since 1992, with a wealth of experience in the industry. He holds the certified financial planners designation, the certified investment managers designation and is a fellow of the Canadian securities institute.

Bill D'Silva

Regional Vice President, Advisor Recruitment

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.

Rob Charron

Regional Vice President

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

Advisor Recruitment Specialist

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.

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YOU x IPC =

OPPORTUNITY CONFIDENCE PARTNERSHIP GROWTH

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