Why Look at Us
IPC is one of the country’s fastest growing independent wealth management networks for all the right reasons. We’ve created an environment in which talented and motivated individuals can and do succeed beyond their expectations. Instead of bureaucratic obstacles, we provide constant interaction and coaching. Instead of pushing sales, we focus on planning and client needs. Rather than short-term, bottom line thinking, we build relationships expected to last a lifetime.
Our relationship with IGM Financial Inc. provides us with staying power, as well as capital to grow our business and continue to attract the top advisors in the industry. Should you decide to join us, all advisors can expect the following:
Autonomy. IPC provides you with the freedom to manage your client relationships as you wish. And, unlike other companies that claim ownership of their planners’ client base, IPC ensures that control of your most important and valuable asset, your client base, remains solely in your hands.
Support. All the tools you need to meet your clients’ needs and achieve your personal goals are available. From on-going training and development programs to an efficient and easy-to-use “back office” technology to a unique and award winning financial planning portal (IPC Connect). And that's just to name a few.
Access to Financial Products. As an advisor, you enjoy a competitive edge by offering your clients simple and convenient access to literally thousands of investment, insurance, savings and estate planning products and services.
SRO Membership. IPC is a member of both the MFDA & IDA. Investment Planning Counsel's focus is to help our financial planners/advisors adjust and prosper within the constantly changing regulatory regime that exists in our industry.
Responsiveness. Each member of the management team at IPC has a financial planning background. Accordingly, we respect the needs and voices of the planners who drive our business. All staff members believe in developing "win/win" solutions in everyday dealings with our advisors.
Transition Team. Experienced individuals dedicated to the smooth transition of your business.
Our sole responsibility is to help our advisors succeed.The financial planners and advisors that we work with are confident business people because they know they can rely on the strength and stability of a major financial organization. We welcome the opportunity to discuss a strong partnership between you and IPC.
Take charge. For a confidential discussion about the possibilities please contact us at:
905-212-9799 or 1-877-212-9799 or aboutus@ipcc.ca