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.

Investment Management

Investment Planning Counsel

Blaine Shewchuk

Paul Punzo

John Colangelo

Andrew Schredl

Madeline Hansen

Patrizia Ferrarese

Sam Dwyer

Meredith Malloch

Corrado Tiralongo

Christine Braley

Sam Febbraro

Mona Troscolan

Carson Vanderwel

The Business and Strategy team at Investment Planning Counsel (IPC) drives the company's strategic initiatives and business growth efforts. This multidisciplinary team leverages business intelligence, investment research, and innovation in business design to develop and implement strategies that enhance advisor efficiency and client satisfaction. They collaborate with compliance to ensure all business developments align with regulatory standards, and they spearhead the growth and development of new business opportunities within the wealth management sector.

Business and Strategy

Leadership Team

Management

Product and Portfolio Management

Business and Strategy

About

Team members

Other teams at Investment Planning Counsel

Leadership Team

Management

Product and Portfolio Management