Saving for the future involves using both RRSPs and TFSAs. - IPCC Corporate
Growing or succeeding, we’ll work with you.
Book a confidential call with usWhether 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.
You x IPC
01 / 05
Watch TestimonialFor 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
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
Watch Testimonial
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
Watch Testimonial
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
Watch Testimonial
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
Watch Testimonial
Aspect Advisor Blog
An aspect of your future
A space to share ideas, practical lessons and thoughts about the future of the financial advice business.
Visit the Aspect
