Investment Planning Counsel logo

Investment Planning Counsel Employee Directory

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.

Find Investment Planning Counsel employees' phone numbers or email addresses

Investment Planning Counsel Global Highlights

Location
Employees

North America
883

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  • Canada
    805
  • United States Of America
    77
  • Haiti
    1

Asia
10

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  • India
    4
  • Russian Federation
    2
  • China
    1
  • Singapore
    1
  • Saudi Arabia
    1
  • United Arab Emirates
    1

Africa
2

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  • Egypt
    1
  • Central African Republic
    1

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    1
  • Italy
    1

Oceania
1

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  • Australia
    1

South America
1

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  • Ecuador
    1

Investment Planning Counsel's Leadership

  • Chief Compliance Officer at Investment Planning Counsel
    F. G. S.
    Chief Compliance Officer
  • Vice President Of Operations at Investment Planning Counsel
    M. B.
    Vice President Of Operations
  • Vice President National Sales at Investment Planning Counsel
    S. O.
    Vice President National Sales
  • Vice President Western Canada at Investment Planning Counsel
    D. C.
    Vice President Western Canada
  • President And Ceo at Investment Planning Counsel
    B. S.
    President And Ceo
  • President at Investment Planning Counsel
    D. H. P.
    President
  • Co-Founder, Executive Chair at Investment Planning Counsel
    C. S. R.
    Co-Founder, Executive Chair
  • Founder Ceo Chief Investment Officer at Investment Planning Counsel
    R. G.
    Founder Ceo Chief Investment Officer

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
Location
Last Update
  • President And Ceo at Investment Planning Counsel
    B. S.
    President And Ceo
    Canada, Ontario
    Aug 30, 2026
  • Co-Founder, Executive Chair at Investment Planning Counsel
    C. S. R.
    Co-Founder, Executive Chair
    Canada, Ontario
    May 19, 2026
  • President at Investment Planning Counsel
    D. H. P.
    President
    Jul 07, 2026
  • Chief Compliance Officer at Investment Planning Counsel
    F. G. S.
    Chief Compliance Officer
    Canada, Ontario
    Jul 21, 2026
  • Founder Ceo Chief Investment Officer at Investment Planning Counsel
    R. G.
    Founder Ceo Chief Investment Officer
    Oct 17, 2024
  • Vice President, Technology at Investment Planning Counsel
    S. D.
    Vice President, Technology
    Canada, Ontario
    Sep 05, 2026
  • Vp, Marketing at Investment Planning Counsel
    M. M.
    Vp, Marketing
    Canada, Ontario
    Jul 21, 2026
  • Vice President, Finance And Mutual Funds Compliance at Investment Planning Counsel
    N. A.
    Vice President, Finance And Mutual Funds Compliance
    Canada, Ontario
    Jun 27, 2026
  • Avp, Client Services at Investment Planning Counsel
    V. C.
    Avp, Client Services
    Canada, Ontario
    Jun 01, 2026
  • Vp, Admin & Hr (part Time) - Braley Financial Advisors Inc. Branch at Investment Planning Counsel
    C. B.
    Vp, Admin & Hr (part Time) - Braley Financial Advisors Inc. Branch
    Canada, Ontario
    Jul 21, 2026

Frequently Asked Questions

What is Investment Planning Counsel known for?

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Investment Planning Counsel operates in the Financial Services industry. You can contact Investment Planning Counsel's main corporate office by phone at . Explore Investment Planning Counsel's company overview page for more information.

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

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Investment Planning Counsel employees' email format typically follows the pattern of First.Last@ipcc.ca. 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?

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Investment Planning Counsel has approximately 995 employees as of August 2026. These team members are located across 6 continents, including North America, Asia and Africa.

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

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As of August 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.
  • Vice President Western Canada: D. C.
  • President And Ceo: B. S.

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