Investment Planning Counsel
Shreyas Mavinkurve, MBA, CPA, CMA is a highly experienced professional in the field of accounting and finance. With a background in both financial services and investment planning, Shreyas has held various roles such as Manager, Team Lead, and Analyst at Investment Planning Counsel. Prior to that, Shreyas worked as a Hedge Fund Accountant at The Citco Group Limited and as a Documentation Specialist at RBC Royal Bank. Shreyas holds an MBA from Smith School of Business at Queen's University and a Bachelor of Commerce degree from DeGroote School of Business at McMaster University.
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.