Investment Planning Counsel Inc. | Investment Executive

IPC to acquire independent wealth manager

noushin — Thu, 24 Jul 2025 13:46:14 +0000

Purchase of De Thomas Wealth is expected to add $2.7B to IPC’s assets

danielc — Mon, 18 Oct 2021 19:00:13 +0000

More Canadians are living in the moment, but retirement fears persist

Fiona Collie — Thu, 03 Jun 2021 16:35:19 +0000

Former leader Chris Reynolds will transition to a new executive chair role on July 1

Fiona Collie — Mon, 26 Oct 2020 16:08:03 +0000

Advisors may need to review financial plans more as the pandemic forces clients' priorities to change

melissa — Mon, 13 Apr 2020 17:28:27 +0000

Online education also provides opportunity for prospecting

Alan — Tue, 25 Sep 2018 17:30:51 +0000

The new portfolios, managed by Counsel Portfolio Services, are intended for investors across the wealth spectrum

Alan — Thu, 07 Jun 2018 21:10:58 +0000

The two dealers will pay slightly less than $11 million to resolve allegations that clients paid excess fees

Alan — Tue, 05 Jun 2018 18:30:37 +0000

The two dealers self-reported weaknesses in their controls which resulted in some clients paying excess fees

Alan — Fri, 20 Sep 2013 04:00:00 +0000

The acquisition will enhance IPC's offerings and broaden its advisory base while creating efficiencies in insurance

Tue, 20 Aug 2013 16:35:00 +0000

The deal includes the acquisition of IPG, Virtuco Technologies and IPG Insurance