Tanner Financial - Investment Planning Counsel

Highly Engaged Employees

Investment Planning Counsel, headquartered in Mississauga, Ontario, is one of Canada's leading independent wealth management firms. Founded in 1996, IPC provides comprehensive investment and financial planning services to individuals, families, and businesses across Canada. The company supports over 700 advisors who manage more than 30 billion doll... ars in investments for over 200,000 Canadians. IPC operates as a fully integrated wealth management company offering a wide range of services including personalized financial planning, investment management, estate services, and insurance products through its subsidiary corporations IPC Investment Corporation, IPC Securities Corporation, IPC Estate Services Inc., and Financial Horizons. The firm is a subsidiary of Canada Life and maintains strong family ties to IGM Financial and Power Financial Corporation. IPC emphasizes holistic financial planning with a focus on personalized financial advice, utilizing The Personal Wealth Management Strategy to assess all aspects of clients' financial health. The company has been recognized for its innovative use of wealth technology and commitment to providing advisors with the resources they need to build, grow, and transition their businesses. IPC Investment Corporation and IPC Securities Corporation are members of the Canadian Investment Regulatory Organization.Read More