Investment Planning Counsel Inc. Employee Directory

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

Investment Planning Counsel Inc.'s key employees include: Executive Assistant To The President & Ceo: D. H., Chief Compliance Officer: F. G. S., Vice President Of Operations: M. B., President: D. H. P., Co-Founder, Executive Chair: C. S. R..

Financial ServicesOntario, Canada501-1000 Employees

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. Our advisors help investors live their dreams through sound financial planning and comprehensive wealth management advice. We have strong family ties to some of Canada’s strongest and most prominent financial firms - Canada Life and Power Financial Corporation.

Find Investment Planning Counsel Inc. employees' phone numbers or email addresses

Investment Planning Counsel Inc. Global Highlights

North America
873

Canada
834
United States Of America
37
Panama
1
Haiti
1

Asia
6

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

Africa
4

Nigeria
2
Central African Republic
1
Egypt
1

Europe
2

Italy
1
United Kingdom Of Great Britain And Northern Ireland
1

Oceania
2

Australia
2

South America
1

Ecuador
1

Investment Planning Counsel Inc.'s Leadership

F. G. S.
Chief Compliance Officer
Mobile Phone
Email
M. B.
Vice President Of Operations
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
D. H.
Executive Assistant To The President & Ceo
Mobile Phone
Email
J. C.
Owner
Mobile Phone
Email
J. B.
Vice President, Compliance
Mobile Phone
Email

Investment Planning Counsel Inc. 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 Inc.

Name

Title

Contact Info

Location

Last Update

D. M.
Director, Engineering
Mobile Phone
Email
Canada
Jul 31, 2024
L. K.
Director Of Business Development
Mobile Phone
Email
CanadaOntario
Feb 01, 2024
M. C.
Bilingual Director, Mfda Operations
Mobile Phone
Email
Canada
Dec 13, 2024
R. T.
Investment Director
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
A. C.
Social Media & Content Manager
Mobile Phone
Email
CanadaOntario
Mar 14, 2026
A. S.
Brand And Advisor Marketing Manager
Mobile Phone
Email
CanadaOntario
Feb 20, 2026
Q. H.
Team Lead, Communications
Mobile Phone
Email
CanadaOntario
Mar 03, 2026
J. G.
Marketing Relationship Manager
Mobile Phone
Email
CanadaOntario
Feb 19, 2026
A. M. S.
Portfolio Manager, Senior Investment Advisor, Cim®, Cfp®, Cfa®, Fcsi®
Mobile Phone
Email
Canada
Sep 08, 2025
D. G.
Client Service Manager
Mobile Phone
Email
CanadaNew Brunswick
Nov 11, 2025

Frequently Asked Questions

What is Investment Planning Counsel Inc. known for?

Investment Planning Counsel Inc. operates in the Financial Services industry. The company's main headquarters is located in 5015 Spectrum Way Suite 200 Mississauga, Ontario l4w 0e4 Canada; you can contact the main corporate office by phone at

+1-877-212-****

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

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

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

How many employees does Investment Planning Counsel Inc. have currently?

Investment Planning Counsel Inc. has approximately 995 employees as of March 2026. These team members are located across 6 continents, including North AmericaAsiaAfrica.

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

As of March 2026, Investment Planning Counsel Inc.'s key employees include:

Chief Compliance Officer: F. G. S.
Vice President Of Operations: M. B.
President: D. H. P.
Co-Founder, Executive Chair: C. S. R.
Founder Ceo Chief Investment Officer: R. G.

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