Investment Planning Counsel

Investment Planning Counsel (IPC) is a Canadian wealth management company that provides financial advice, foundation & endowment funds, and retirement plans services. The firm positions itself around "human centred advice" and the idea of "advice your way," emphasizing flexibility and personalized service for clients across Canada. Its website highlights the ability to meet clients on their own terms — one-on-one online, in-person, or via group video calls — unrestricted by regions and time zones. IPC serves individual investors and families, with a particular focus on wealth transfer and inheritance planning. The company operates through a network of advisors and has been expanding its national footprint. In the news section of its website, IPC announced an agreement to acquire De Thomas Wealth Management, a move that would add 40 De Thomas advisors and reinforce IPC's stated mission to be "the premier destination for entrepreneurial advisors across Canada." Beyond individual wealth management, IPC's services extend to foundation and endowment funds and retirement plans, according to its Wikidata entry. The firm also conducts proprietary research; an IPC Private Wealth poll of Canadians with at least $500,000 in investible assets found that 58% had not discussed instructions for their estate with their heirs, underscoring IPC's emphasis on facilitating family conversations about inheritance. The company maintains a bilingual English and French web presence, reflecting its Canadian market focus. Its brand messaging centers on connecting clients with real people rather than relying solely on apps, bots, data, and algorithms, and on helping clients navigate major life milestones and market shifts.

Investment Planning Counsel (IPC) is a Canadian wealth management firm. Its Wikidata entry describes it as a company that provides wealth management, foundation & endowment funds, and retirement plans services. The firm has built its brand around the concept of "human centred advice" and "advice your way," positioning itself as a provider that connects clients with real people rather than relying solely on digital tools. IPC maintains a bilingual English and French website, serving clients across Canada. Its service model emphasizes flexibility: meeting clients one-on-one online, in-person, or on group video calls with family members, unrestricted by regions and time zones. The company offers different levels of service that clients can choose from, aiming to provide what is most effective for each individual. A significant development in IPC's recent history is its agreement to acquire De Thomas Wealth Management. According to IPC's website, this acquisition expands IPC's national footprint, brings in 40 De Thomas advisors, and reinforces IPC's mission to be the premier destination for entrepreneurial advisors across Canada. IPC also engages in market research and client education. An IPC Private Wealth poll of Canadians with at least $500,000 in investible assets found that 58% had not discussed instructions for their estate with their heirs; of those, 46% intended to have a discussion in the future, while 12% said they had no intention of ever discussing inheritance plans with beneficiaries. This research supports IPC's focus on wealth transfer advice and helping families navigate inheritance conversations. The company's website features resources such as "How to Talk to Your Family about Inheritance," addressing topics like avoiding the inheritance talk, top inheritance worries, sharing values, creating an estate directory, introducing heirs, estates for blended families, and guiding successful conversations. This content reflects IPC's positioning around human-centred, family-oriented financial advice.

• IPC announces agreement to acquire De Thomas Wealth Management, adding 40 advisors and expanding its national footprint.

  [1]Investment Planning Counsel: Get Advice Your Wayipcc.ca

Human centred advice; flexible, personalized financial advice delivered on the client's terms.

• Wealth management

  Comprehensive wealth management services for individuals and families.

• Foundation & endowment funds

  Services related to foundation and endowment fund management.

• Retirement plans

  Retirement planning services.

• Wealth transfer and inheritance advice

  Advice to help families navigate inheritance conversations and wealth transfer.

1. 1Investment Planning Counsel: Get Advice Your Wayipcc.ca
2. 2How to Talk to Your Family About Inheritanceipcc.ca
3. 3Investment Planning Counsel - Wikidatawikidata.org