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INVESTMENT PLANNING COUNSEL

PENTICTON-Canada

Company Name:
Corporate Name:
INVESTMENT PLANNING COUNSEL
Company Title:  
Company Description:  
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Company Address: 208 Ellis St #102,PENTICTON,BC,Canada 
ZIP Code:
Postal Code:
V2A4L6 
Telephone Number: 2507707833 
Fax Number:  
Website:
 
Email:
 
USA SIC Code(Standard Industrial Classification Code):
628205 
USA SIC Description:
Financial Planning Consultants 
Number of Employees:
5 to 9 
Sales Amount:
 
Credit History:
Credit Report:
Very Good 
Contact Person:
Daryl Carter 
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Company News:
  • Client Login - Investment Planning Counsel
    Access your IPC personal financial website Contact your Financial Advisor for login help updates on service availability
  • Investment Planning Counsel: Get Advice Your Way
    Planning is personal We provide different levels of service that you can choose from – so you get what’s most effective for you We will help you find your preferred approach – whether you want to plan for a specific target goal, comprehensive wealth management advice, or anything in between
  • Find an IPC Advisor
    We can help you find an IPC Advisor that's nearest to you
  • Investment Planning Council | Wealth Professional
    Investment Planning Counsel (IPC) is a leading provider of investment and financial planning services to individuals, families, and businesses in Canada Founded in 1996, IPC works with over 650 advisors and 200,000 clients across the country
  • Canada Life acquires Investment Planning Counsel – a leading . . .
    With the acquisition of Investment Planning Counsel (IPC) and its broad range of wealth management solutions – including an IIROC dealer – Canada Life is accelerating its vision of establishing a leading wealth management platform for independent advisors and their clients
  • investmentplanningcounsel. com
    No matter how you envision your financial future, an Investment Planning Counsel (IPC) Advisor can help you turn your dreams into reality Our Advisors don’t just help demystify the complex world of wealth management, they will help chart a course that is personalized to you and your family
  • INVESTMENT PLANNING COUNSEL Client Information Booklet - IPCC
    will assist you in making informed investment decisions, thereby, helping you achieve your financial goal Based on your investment objectives, risk tolerance and other personal circumstances, IPCIC Advisors are responsible for ensuring that investment recommendations are suitable for you
  • Investment Planning Counsel - The Org
    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
  • Canada Life and IGM Financial close Investment Planning Counsel acquisition
    30, 2023 – The Canada Life Assurance Company (Canada Life) and IGM Financial Inc (IGM) (TSX:IGM) today jointly announced that they have closed the previously announced sale of Investment Planning Counsel Inc (IPC), a leading independent wealth management firm, from IGM to Canada Life for approximately CAD$575 million
  • Canada Life to Acquire Investment Planning Counsel (IPC)
    Investment Planning Counsel (IPC) • Canada Life has agreed to acquire IPC, a leading independent Canadian wealth management firm, from IGM Financial Inc , for a cash consideration of $575m • The business has $31B of assets under administration (AUA)1, including $6 4B in assets under management (AUM)1 and




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