Building a Better Financial Advice Business

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How To: Level Up Your Wealth Management Business

August 7, 2024

Tangible tips & tricks from Turning the Page Podcast

Part 2: Succession Planning - The Next Big Thing

By Chris Reynolds • March 16, 2022

The industry has a $400 billion dollar problem. Here's what we can do to prepare.

Business Building: What’s Your Next Big Thing?

Part 1: What’s Your Next Big Thing?

By Chris Reynolds • February 15, 2022

How to succeed by navigating the trends facing the Canadian investor.

Effective Messaging: Less is More

By Karen Lintott • February 10, 2022

Do you have the time for me to sell you on my great new thing?

Do You Have a Succession Plan?

Our Succession Planning Playbook will help you identify your options, define what “success” looks like for you, and includes a six-step process so you can design your own personal succession action plan.

Download the playbook

The Entrepreneurial Advisor

We help advisors find growth in unexpected ways.

Advisors with a Voice

When it comes to real partnership, the voice of our advisors matter. Marie Phillips, Wealth Advisor, explains why.

Building the Next Generation

What does it take to nurture and support the growth of your successor? Some of our advisors share their story.

Dig a Little
Deeper

Whether you're looking for new ideas to kick-start your business, resources to support your clients, or clearer insights into our unique culture.

We encourage you to dig a little deeper.

Advisors Like You

Here's what advisors have to say about their experience with IPC
Portfolio Services

Solutions to helps advisors simplify their business
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A Unique Culture

A sneak peek into our unique advisor culture.
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Investor Insights

The latest client-friendly content to share via email or social.
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Succession Seekers

We are growing the next generation of financial advisors through active engagement. We support advisors with everything from maximizing the value of their business to succession strategies that make transitioning easier. We know that advisors build their business from the ground up with hard work, determination and heart, and we want to ensure it stays that way. Here are some of the ways we can help: