Investment Planning Counsel Revenue and Competitors

ON CAN

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Investment Planning Counsel's estimated annual revenue is currently $366.3M per year.(i)
  • Investment Planning Counsel's estimated revenue per employee is $294,000

Employee Data

  • Investment Planning Counsel has 1246 Employees.(i)
  • Investment Planning Counsel grew their employee count by -3% last year.

Investment Planning Counsel's People

NameTitleEmail/Phone
1
Co-Founder, Executive ChairReveal Email/Phone
2
Regional VPReveal Email/Phone
3
Regional VPReveal Email/Phone
4
Regional VPReveal Email/Phone
5
Chief Investment StrategistReveal Email/Phone
6
Regional VPReveal Email/Phone
7
VP, Product ManagementReveal Email/Phone
8
VP, MarketingReveal Email/Phone
9
EVP, Products and ServicesReveal Email/Phone
10
EVP Corporate Growth and DevelopmentReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
N/A12808-2%$257.7MN/A
#2
$86.9M33130%N/AN/A
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What Is Investment Planning Counsel?

Investment Planning Counsel (IPC) is one of the fastest growing independent wealth management companies in Canada. 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 $28 billion in investments for over 300,000 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 - IGM Financial and Power Financial Corporation.

keywords:N/A

N/A

Total Funding

1246

Number of Employees

$366.3M

Revenue (est)

-3%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Investment Planning Counsel News

2022-04-17 - Asia-Pacific family offices stepped into the cryptocurrency ...

The emerging cryptocurrency investment in family office industry is ... succession planning counsel, and family governance solutions.

2022-03-30 - How to help clients plan for career changes

Patrick Briscoe, financial planner with Bayswater Wealth Management and Investment Planning Counsel Corp. in London, Ont., agrees.

2022-03-22 - CI Financial to Acquire Former Eaton Vance Investment ...

“With nearly a century of success, Eaton Vance Investment Counsel has ... “plan” and “project” and similar references to future periods,...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$75M1246-1%N/A
#2
$471M12460%N/A
#3
$383.8M1246-2%N/A
#4
$306M12492%N/A
#5
$565.3M125026%N/A