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.
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.
It’s not about the tools and features we offer. Instead, it’s about the choices you enjoy and the problems we help you solve.
MFDA, IIROC, ICPM
Turnkey or tailored advisor-managed portfolios
Full service or personalized & scalable service
Competitive grid-based or flat fee
Integrated technology with best-in-class fintech partners
Respect for your independence and entrepreneurial spirit.
Portfolio management, client experience, marketing, compliance & operations management
Support for succeeding your legacy in just
the way you choose.
We are majority owned by IGM Financial Inc., a firm listed on the Toronto
Stock Exchange and a member of the Power Financial 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.
