Value Of Advice E-Book
A Stronger, More Profitable Business.
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Maximize Your Business Growth Potential
You got into the business of advice to help your clients live their best financial life. Over time, their success – and yours – has led to incremental growth. It’s a legacy you’re proud of, and one you hope will live on long after you’ve exited the industry.
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With you at the heart of your business and a solid clientele to keep you busy, you’ve added staff to help you manage it all. Yet given the myriad responsibilities of running an advisory business – administration, operations, compliance, financial planning, investment management, portfolio monitoring, marketing, and technology – you’re likely doing double or triple duty.
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Our answer?
Unlock capacity.
With only 24 hours in a day, no entrepreneur can straddle every C-suite role and be effective. To unlock capacity, you must leverage business partnerships and adopt new technologies.
With the right strategic partnerships, you can increase your bandwidth to better serve your clients, manage more assets, maximize your firm’s growth potential, and ultimately increase the future value of your business. How you do this matters.And that’s where we come in!
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Our Single-Minded Mission
As a firm built by advisors for advisors, we help entrepreneurial advisors build a better business through a remarkable client experience.
We believe the growth-oriented advisor must cultivate trusted and meaningful client relationships. This is the key to becoming a client’s first call whenever they face a major life transition or financial decision.
We enable this relationship building and help drive growth with best-in-class technology solutions, tried-and-tested business processes, and a partnership approach that powers success.
We’ve proven that advisors who partner with us can break free from the constraints holding them back to unlock time and capacity for exponential growth.
So whether you're looking to boost your growth trajectory, serve higher net worth clients, or nurture your next-generation business partner, we invite you to have a conversation with us.
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Unlock Capacity Through Partnership
You want to boost efficiency, grow your business, and eventually achieve a profitable exit – all while maintaining your independence and entrepreneurial approach to doing business.
To do this right, you need to boost your capacity.
We are known for partnerships that empower advisors to thrive on their terms. We achieve this by helping advisors like you unlock capacity by accessing the full breadth and depth of IPC’s services and support.
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In Good Company
IPC currently manages over $32 billion in assets under administration across the IIROC, MFDA, and ICPM channels and is connected to some of the largest financial institutions in Canada.
We are a subsidiary of Canada Life and a member of the Great West-Lifeco group of companies. The collective expertise, scale, and impact of all our sister companies helps to power the success of IPC.
For our advisors and their clients, our deep roots and strong organizational ties provide stability, expertise, best practices, and peace of mind. -