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Client insights

You are not just a number

Rahim Dhalla

Director, Portfolio Management

You are not just a number

Although we are in an industry that is driven by numbers, we never forget that it’s our people who drive us forward. Simply put, at IPC you are not a number. When you join us you become part of a family that works together to help each other succeed.

JOIN THE FAMILY

Common

One Common Goal

When you invest in your career at Investment Planning Counsel, you become part of one of the fastest growing independent wealth management companies in Canada.

We are led by a team of dynamic leaders and made up of a diverse group of people all driven towards one common goal:

To help our Advisors build a better business.

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.

Advisor - Video Testimonial

You x IPC

01 / 05

For independent advisors, a great partnership is everything. I used IPC to not only help grow my business professionally but also to grow personally.

Paulina Hadjiyanni, Thie Convery, Yan Mecca, Wealth Advisors

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You x IPC

02 / 05

Having access to help and subject matter experts is so important - like the marketing department who supports me with everything I need. They save me hundreds of hours (literally) on work so that I can go ahead and tell my story, and work with clients to find them financial solutions. I've never had that before, they're right in my back pocket – supporting me and my business – it's really amazing.

Thie Convery, Wealth Advisor

Dundas, ON

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You x IPC

03 / 05

In many ways, I got more than what I was looking for. I have a foundation that I didn't have before that will allow me to grow, and simplify the way I do business without struggling with the day-to-day processes. I feel really well supported by the people who are there to where I want to go.

Yan Mecca, Financial Advisor

Laval, QC

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You x IPC

04 / 05

As the industry continues to change, there will be no shortage of uncomfortable shifts. That said, I feel confident knowing that I have IPC's support to help me deal with these changes, so that I can continue to focus on my clients.

Patrick Briscoe, Financial Advisor

London, ON

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You x IPC

05 / 05

We've been able to tap into IPC's experience with other advisors whose sons or daughters or other people they've brought in to take over the business and (this experience) has given me ideas on how to approach succession.

Gary Fortune, Financial Advisor

Dartmouth, NS

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