It is important that we partner with a firm who fully supports our vision of delivering the best possible wealth management solutions as well as, providing an exceptional client experience.


We are proud of our relationship with IPC, a professional, reputable and exceptional financial firm.


Investment Planning Counsel (IPC) is a Canadian wealth management company with over $31.5 Billion of investment assets under administration and over 689 Advisors across the country. IPC is part of IGM Financial Inc., a TSX listed company, and a member of the Power Financial Corporation group of companies, one of the largest financial institutions in Canada. This strength and stability ensure that our clients receive the care and attention they deserve to help them achieve their goals and live their dreams.


We at IPC will conduct ourselves with integrity; in accordance with the highest standards of ethical and just business practices which adhere to the following Corporate Code of Ethics.


  • We act with the highest integrity in the best interest of our clients, placing their interests above our own.
  • We disclose to our clients all sources of compensation and any potential conflicts of interest should they arise, for recommendations being made and for the services performed.
  • We make every effort to provide objective, impartial and complete information to our clients regarding their financial needs and realistic advice about their various options, describing the negative as well as the positive aspects of any recommendation.
  • We continually seek to maintain and improve our knowledge, skills and competence, providing advice to our clients on matters within our areas of expertise.
  • We are free to make unbiased recommendations to our clients and we are under no obligation to sell proprietary products.

People and Relationships

  • We work with our Advisors to bring value to our clients and our shareholders.
  • We know our clients and develop innovative products and services to respond to their evolving needs and desires.
  • We challenge and develop our Advisors and employees to achieve their individual and our corporate potential by creating a dynamic workplace.
  • We treat all individuals with fairness, dignity and respect.



  • We develop strategic alliances with like-minded companies to enhance our core competencies and serve our clients more effectively.
  • We are performance based, measuring and monitoring our achievements and adjusting where necessary.
  • We use advanced technology to innovate, improve efficiency and deliver value to our Advisors, our clients and our shareholders.

Supporting the communities within which we work


At IPC, we built IPC Cares to bring together the various efforts we make towards enhancing the communities within which we operate. By adopting causes that are close to our hearts, we keep ourselves committed and accountable.

Last year alone, as a company, we supported the aid efforts on the Fort McMurray fires, palliative care through The Healing Cycle Foundation and women and children through The Salvation Army.

Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to our Corporate Social Responsibility(CSR) efforts, is the community development project in Honduras with The Carpenteros & Friends. Last year’s project involved a group of IPC staff and Advisors volunteering their time and energy to help improve the infrastructure within their community.

We also made small but significant contributions of our time and resources within our communities through many grassroots charities we believe in, and the ripple effects of their efforts are always rewarding.