IPC Investments Accounts Addendum

On Oct. 1, 2026, IPC Investment Corporation will amalgamate with Quadrus Investment Services Ltd. under a new name IPC Wealth, subject to regulatory approval by the Canadian Investment Regulatory Organization.¹



Below are copies of various documents which have been updated as part of bringing IPC Investment Corporation and Quadrus Investment Services Ltd. together. These changes are administrative in nature; you do not need to take any action. You can request paper copies of any of the documents below from your advisor. 

Locked in Addendum (LIF) Alberta

Locked in Addendum (LIRA) Alberta

Locked in Addendum (LIF) BC

Locked in Addennedum (LIRA) BC

Locked in Addendum (LIF) Manitoba

Locked in Addendum (LIRA) Manitoba

Locked in Addendum (PRRIF) Manitoba

Locked in Addendum (LIF) Newfoundland & Labrador

Locked in Addendum (LIRA) Newfoundland & Labrador

Locked in Addendum (LRIF) Newfoundland & Labrador

Locked in Addendum (LIF) New Brunswick

Locked in Addendum (LIRA) New Brunswick

Locked in Addendum (LIF) Nova Scotia

Locked in Addendum (LIRA)  Nova Scotia

Locked in Addendum (LIF) Ontario

Locked in Addendum (LIRA)  Ontario

Locked in Addendum (LIF) Quebec

Locked in Addendum (LIRA)  Quebec

Locked in Addendum (LIF) Saskatchewan

Locked in Addendum (LIRA) Saskatchewan

Locked in Addendum (RRIF) Saskatchewan

Locked in Addendum (LIF) Federal

Locked in Addendum (LRSP) Federal

Locked in Addendum (RLIF) Federal

Locked in Addendum (RLSP) Federal

Rebalancing Agreement Terms and Conditions

Appendix C: Plan agreement for non-registered plan holders

Appendix C: Plan agreement for savings and income plan holders

Appendix C: Plan agreement for Tax-Free Savings Account holders

Appendix D: Self-Directed Tax-Free Savings Account Declaration of Trust

Appendix D: Declaration of Trust Self-Directed Retirement Savings Plan

Appendix D: Declaration of Trust Self-Directed Retirement Income Fund

Dealer Fee for Service Agreement

RESP Client Name Account Terms and Conditions

1 Quadrus Investment Services Ltd. and Investment Planning Counsel Inc. are registered investment dealers and members of the Canadian Investment Regulatory Organization.

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