Succession Planning
for Advisors:

It's personal 

We understand the emotional weight of decisions advisors must make when it comes to succession. That’s why we offer solutions that keep you in control, protect your legacy, and ensure continuity of care for your clients. What’s stopping you? 

Succession planning may feel complex – but it doesn't have to be. Built by advisors for advisors, we know what’s at stake. With expertise and guidance, we’ll give you clarity to succeed your business just the way you choose.

Overcome the complexity of succession planning

Rated 9.2/10 in succession planning by Investment Executive 1 - a strong endorsement of our commitment to preserve your legacy and ensure clients remain in trusted hands. 

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Highest Rated by
Advisors

Design a succession that aligns with your vision, priorities and goals – choose to exit on your terms, whether it’s a phased transition or a strategic sale. 

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Tailored Succession
Plans

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Continuity of Client
Care

With a 95% post-transition client retention rate, our proven process ensures seamless transitions, maintaining the trust and relationships you've carefully built with clients.

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Securing Your
Future

Get rewarded for your life’s work – with reliable payments at competitive valuations – so you can plan your next chapter without hesitation.

"The option to sell and stay involved is why I chose IPC."


Brett Worby, Certified Financial Planner, ON

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"It is great that there is a built-in succession plan with IPC Pinnacle."


Nadea Melenchuk. Financial Advisor, ON

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"I was looking for structure and process. Everything was looked after for me."


Kyla Martens, Financial Advisor, AB

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Real Stories on
Succession 

Hear from fellow advisors who once stood where you are now – weighing the same concerns, feeling the same uncertainty, and asking the same questions. See how they found clarity, confidence, and control with IPC's succession solutions. 

Download our comprehensive Succession Planning Guide

Succession planning isn’t just a business move – it’s a defining moment that shapes your future. Know the succession choices in front of you and access resources to plan your path forward.

Perspectives on Planning

4 people looking at a sunset

How to Find Purpose in Retirement

August 13, 2025
Why advisors struggle with retirement and how to find purpose

How To: Value Your Book of Business

July 29, 2025
Whether you're just starting to think about your succession plan or in the midst of it, here's what you need to know about getting book value:
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Finding the Right Buyer for Succession

July 15, 2025
Ready to Retire or Transition Your Advisory Practice?  Here's What You Need to Know

Planning your succession isn’t about letting go.

It’s about moving forward on your terms.

What's stopping you?

  1. Source: Investment Executive Dealer Report Card 2024