Focus on Wealth Growth Investment Planning Counsel supports over 700 advisors managing more than $30 billion in assets, indicating a significant market opportunity for technological enhancements, product integration, and advanced wealth management solutions targeted at high-value portfolios.

Strategic Acquisitions Recent acquisitions, including the planned $2.7 billion purchase of De Thomas Wealth Management, demonstrate expansion ambitions and increased AUM, creating opportunities to offer scalable, integrated financial services and support during organizational growth phases.

Market Positioning As a subsidiary of Canada Life with a reputation for being a leading independent wealth manager, IPC presents an ideal partner for tailored financial products, compliance solutions, and competitive differentiators within the Canadian financial advisory landscape.

Technology Stack Use of diverse technologies like Liferay, .NET, DocuSign, and others suggests openness to digital transformation, providing opportunities to introduce innovative fintech integrations that can enhance client engagement, compliance, and advisor efficiency.

Growth and Investment The firm's recent acquisition at a valuation of $575 million and upcoming strategic expansion signal readiness for further investments in sales channels, technology upgrades, and professional services aimed at capturing a larger share of Canada’s wealth management market.