Investment Planning Counsel (IPC) is one of Canada's leading independent wealth managers. We are a diverse group of people all driven towards one goal: helping our advisors build a better business. We support over 700 advisors who manage more than $30 billion in investments for over 200,000 Canadians. Our advisors help investors live their dreams through sound financial planning and comprehensive wealth management advice. We have strong family ties to some of Canada’s strongest and most prominent financial firms - Canada Life and Power Financial Corporation.

Investment Management

Investment Planning Counsel

Investment Planning Counsel's headquarters in Mississauga, Canada

This department provides financial planning and investment advice to clients, focusing on wealth accumulation and preservation.

Wealth Management

This department provides personalized financial advice and planning solutions to clients.

Financial Services

This department provides expert guidance and strategies for individuals and organizations seeking to manage and grow their investments.

Investment Advisory

The Leadership Team at Investment Planning Counsel (IPC) spearheads the company's strategic vision and operational execution. This team of senior executives, including the President and CEO, oversees critical areas such as strategy and growth, finance, investment, marketing, technology, and wealth management services. By providing direction and support, they ensure that IPC's advisors are equipped to deliver exceptional financial planning and wealth management services to Canadian investors.

Leadership Team

This department oversees the operations and performance of corporate branches, ensuring effective management and strategic growth.

Branch Management

This department focuses on enhancing customer satisfaction and engagement through specialized support and service initiatives.

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People (20)

Jobs (0)

Other teams

Financial Services

Investment Advisory

Leadership Team

Branch Management

Client Experience

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People (20)

Jobs (0)

Other teams

Financial Services

Investment Advisory

Leadership Team

Branch Management

Client Experience

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