What departments does Investment Planning Counsel have?

Investment Planning Counsel has employees across 15 departments including Entrepreneurship, Legal, Finance, Information Technology, Marketing.

What is the largest department at Investment Planning Counsel?

The largest department at Investment Planning Counsel is Marketing with 5 employees.

Where are Investment Planning Counsel employees located globally?

Investment Planning Counsel has employees across 7 continents and 17 countries including Nigeria, Egypt, Central African Republic, India, Russian Federation.

How has Investment Planning Counsel's team size changed over time?

Investment Planning Counsel's team has decreased from approximately 1.2K to 806 employees based on available data.

Investment Planning Counsel Employee Directory

Q: Who are Investment Planning Counsel's key employees and leadership?

Investment Planning Counsel's key employees include: President And Ceo: B. S., Chief Compliance Officer: F. G. S., Vice President Of Operations: M. B., Vice President National Sales: S. O., President: D. H. P..

Financial ServicesOntario, Canada501-1000 Employees

Investment Planning Counsel operates as an independent wealth management firm in Canada, coordinating a nationwide network of advisors who provide financial planning and wealth management guidance to clients. The organization supports more than 700 advisors who collectively manage over $30 billion in investments for more than 200,000 Canadians. Based in Mississauga, Ontario, IPC functions as a platform that enables advisory practices to operate with support across the financial services industry.

It maintains connections with prominent Canadian financial firms, reflecting its integration within the broader financial services ecosystem, including links to Canada Life and Power Financial Corporation. The firm appears to be a sizable organization with a focus on expanding its advisor network and service offerings to clients. In July 2025, IPC announced plans to acquire De Thomas Wealth Management, indicating ongoing growth through strategic partnerships.

Investment Planning Counsel Global Highlights

North America
877

Canada
839
United States Of America
36
Haiti
1
Panama
1

Asia
6

India
2
Russian Federation
1
China
1
Saudi Arabia
1
United Arab Emirates
1

Africa
4

Nigeria
2
Egypt
1
Central African Republic
1

Europe
2

United Kingdom Of Great Britain And Northern Ireland
1
Italy
1

Oceania
2

Australia
2

South America
1

Ecuador
1

Investment Planning Counsel's Leadership

F. G. S.
Chief Compliance Officer
Mobile Phone
Email
M. B.
Vice President Of Operations
Mobile Phone
Email
S. O.
Vice President National Sales
Mobile Phone
Email
B. S.
President And Ceo
Mobile Phone
Email
D. H. P.
President
Mobile Phone
Email
C. S. R.
Co-Founder, Executive Chair
Mobile Phone
Email
R. G.
Founder Ceo Chief Investment Officer
Mobile Phone
Email
J. C.
Owner
Mobile Phone
Email

Investment Planning Counsel Employee Metrics

100%

50%

0%

2026

2025

Finance
Analytics
Administrative
Consultant
Human Resources
Other
Operations
Marketing
Banking
Community & Social Services
Legal

Contact profiles from Investment Planning Counsel

Name

Title

Contact Info

Location

Last Update

B. S.
President And Ceo
Mobile Phone
Email
CanadaOntario
Jul 07, 2026
C. S. R.
Co-Founder, Executive Chair
Mobile Phone
Email
CanadaOntario
May 19, 2026
D. H. P.
President
Mobile Phone
Email
Jul 07, 2026
F. G. S.
Chief Compliance Officer
Mobile Phone
Email
CanadaOntario
Apr 14, 2026
R. G.
Founder Ceo Chief Investment Officer
Mobile Phone
Email
Oct 17, 2024
J. C.
Owner
Mobile Phone
Email
CanadaOntario
Apr 15, 2026
S. D.
Vice President, Technology
Mobile Phone
Email
CanadaOntario
Jun 30, 2026
M. M.
Vp, Marketing
Mobile Phone
Email
CanadaOntario
Jun 29, 2026
N. A.
Vice President, Finance And Mutual Funds Compliance
Mobile Phone
Email
CanadaOntario
Jun 27, 2026
V. C.
Avp, Client Services
Mobile Phone
Email
CanadaOntario
Jun 01, 2026

Frequently Asked Questions

What is Investment Planning Counsel known for?

Investment Planning Counsel operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-877-212-****

. Explore Investment Planning Counsel's company overview page for more information.

What is Investment Planning Counsel's most common email format?

Investment Planning Counsel employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Investment Planning Counsel email formats with LeadIQ.

How many employees does Investment Planning Counsel have currently?

Investment Planning Counsel has approximately 992 employees as of July 2026. These team members are located across 6 continents, including North AmericaAsiaAfrica.

Who are Investment Planning Counsel's key employees and leadership?

As of July 2026, Investment Planning Counsel's key employees include:

Chief Compliance Officer: F. G. S.
Vice President Of Operations: M. B.
Vice President National Sales: S. O.
President And Ceo: B. S.
President: D. H. P.

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Investment Planning Counsel Employee Directory

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