Investment Planning Counsel
Peggy Lai has a strong background in financial services, with over a decade of experience in various roles. From January 2015 to October 2019, Peggy served as the Team Lead in Investigations and also worked as an Advisor Services Specialist at Investment Planning Counsel. Prior to that, Peggy spent ten years at Dynamic Funds as a Senior Client Administrator and Trade Adjustment Specialist. Peggy holds a Bachelor of Commerce degree from Ryerson University and has completed the Canadian Securities Institute's CSC program.
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Investment Planning Counsel
Investment Planning Counsel (IPC) is one of Canada's leading independent wealth managers. We are a diverse group of people all driven towards one goal: helping our advisors build a better business. We support over 700 advisors who manage more than $30 billion in investments for over 200,000 Canadians. Our advisors help investors live their dreams through sound financial planning and comprehensive wealth management advice. We have strong family ties to some of Canada’s strongest and most prominent financial firms - Canada Life and Power Financial Corporation.