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

Minus sign iconPlus sign icon
  • Canada
    805
  • United States Of America
    77
  • Haiti
    1

Asia
10

Minus sign iconPlus sign icon
  • India
    4
  • Russian Federation
    2
  • China
    1
  • Singapore
    1
  • Saudi Arabia
    1
  • United Arab Emirates
    1

Africa
2

Minus sign iconPlus sign icon
  • Egypt
    1
  • Central African Republic
    1

Europe
2

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    1
  • Italy
    1

Oceania
1

Minus sign iconPlus sign icon
  • Australia
    1

South America
1

Minus sign iconPlus sign icon
  • 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
  • Regional Vice President at Investment Planning Counsel
    W. R.
    Regional Vice President
    Canada, Alberta
    Jun 27, 2026
  • Vice President Of Operations at Investment Planning Counsel
    M. B.
    Vice President Of Operations
    Canada, Ontario
    May 19, 2026
  • Regional Vice President at Investment Planning Counsel
    K. W.
    Regional Vice President
    Canada, Ontario
    Aug 05, 2026
  • Vice President National Sales at Investment Planning Counsel
    S. O.
    Vice President National Sales
    Canada, Nova Scotia
    Sep 04, 2026
  • Vice President Western Canada at Investment Planning Counsel
    D. C.
    Vice President Western Canada
    Canada, British Columbia
    Aug 05, 2026
  • Senior Director, Corporate & Marketing Communications at Investment Planning Counsel
    E. F.
    Senior Director, Corporate & Marketing Communications
    Canada, Ontario
    Jul 24, 2026
  • Director Advisor Services Compliance at Investment Planning Counsel
    J. O.
    Director Advisor Services Compliance
    Canada, Ontario
    Jun 28, 2026
  • Director Business Planning at Investment Planning Counsel
    J. Z.
    Director Business Planning
    Canada, Ontario
    Jul 21, 2026
  • Director, Portfolio Management at Investment Planning Counsel
    R. D.
    Director, Portfolio Management
    Canada, Ontario
    Jul 21, 2026
  • Regional Director Of Operations at Investment Planning Counsel
    T. K.
    Regional Director Of Operations
    Sep 01, 2026

Frequently Asked Questions

What is Investment Planning Counsel known for?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon

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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.