Purchase of De Thomas Wealth is expected to add $2.7B to IPC’s assets
More Canadians are living in the moment, but retirement fears persist
Former leader Chris Reynolds will transition to a new executive chair role on July 1
Advisors may need to review financial plans more as the pandemic forces clients' priorities to change
Online education also provides opportunity for prospecting
The new portfolios, managed by Counsel Portfolio Services, are intended for investors across the wealth spectrum
The two dealers will pay slightly less than $11 million to resolve allegations that clients paid excess fees
The two dealers self-reported weaknesses in their controls which resulted in some clients paying excess fees
The acquisition will enhance IPC's offerings and broaden its advisory base while creating efficiencies in insurance
The deal includes the acquisition of IPG, Virtuco Technologies and IPG Insurance