What departments does Investment Planning Counsel have?

Investment Planning Counsel has employees across 14 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 18 countries including Egypt, Central African Republic, India, China, 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 820 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., Vice President Western Canada: D. C.

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
883

Canada
805
United States Of America
77
Haiti
1

Asia
10

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

Africa
2

Egypt
1
Central African Republic
1

Europe
2

United Kingdom Of Great Britain And Northern Ireland
1
Italy
1

Oceania
1

Australia
1

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
D. C.
Vice President Western Canada
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

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

A. C.
Social Media & Content Manager
Mobile Phone
Email
Canada, Ontario
Jul 06, 2026
A. S.
Brand And Advisor Marketing Manager
Mobile Phone
Email
Canada, Ontario
Jul 29, 2026
Q. H.
Associate Manager, Communications
Mobile Phone
Email
Canada, Ontario
Aug 15, 2026
J. G.
Marketing Relationship Manager
Mobile Phone
Email
Canada, Ontario
Jul 21, 2026
A. M. S.
Portfolio Manager, Senior Investment Advisor, Cim®, Cfp®, Cfa®, Fcsi®
Mobile Phone
Email
Canada
Jul 21, 2026
D. G.
Client Service Manager
Mobile Phone
Email
Canada, New Brunswick
Jun 01, 2026
E. M.
Corporate Branch Manager
Mobile Phone
Email
Canada, Ontario
Mar 05, 2026
G. M.
Manager
Mobile Phone
Email
Aug 23, 2026
K. H.
Private Wealth Associate Portfolio Manager
Mobile Phone
Email
Canada, Ontario
Apr 15, 2026
K. S.
Manager, Advisor Partnerships, Advisor Growth And Succession
Mobile Phone
Email
Canada, Ontario
Aug 28, 2026

Frequently Asked Questions

What is Investment Planning Counsel known for?

Investment Planning Counsel operates in the Financial Services industry. You can contact Investment Planning Counsel's 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 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?

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?

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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Investment Planning Counsel Employee Directory

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