Investment Planning Counsel Inc.
Investment Planning Counsel is an integrated financial services company focused on providing Canadians with high-quality financial products, services, and advice, while helping them achieve their financial dreams. Investment Planning Counsel is dedicated to providing independent financial planners with the tools, products and support they need to build a better business.
Investment Planning Counsel is one of the largest financial planning organizations in Canada. From its inception in 1996 through 2006, it has continued to evolve and adapt to meet the needs and expectations of their clients and advisors.
Highlights
- In 2006, Investment Planning Counsel saw assets under administration increase from $8.9 billion to over $10.3 billion, an increase of 16.6%.
- Assets under management, in the Counsel Funds grew from approximately $1.9 billion to $2.2 billion in 2006, an increase of 18.7%.
- Investment Planning Counsel partners with over 560 advisors across the country and continues to attract advisors into its business model.
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