Unlock capacity to accelerate your growth

Grow your business faster and more profitably by offloading operational complexity.

Take your business further.

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I always have a partner in IPC. A team that will listen, guide me, and help me achieve the outcomes I want.

- Joe Lee Owe, Financial Advior, AB

Accelerate your growth and profitability

With the right partner, you can unlock capacity to...

Focus on high-value activities

  • Offload time-consuming tasks like portfolio design and management to a dedicated team of experts. 
  • Access compliance leadership to confidently bullet-proof your business and protect your clients. 
  • Leverage best-in-class technology solutions to systemize processes and create efficiency. 
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Drive better client outcomes

  • Extend your bench strength to deliver comprehensive planning solutions and become your clients' ‘go-to’ advisor. 
  • Build rock-solid relationships with a proven system for an elevated client experience unique to your business. 
  • Leverage strategic marketing consultation and resources to engage and communicate with clients. 

Run a more profitable business

  • Design a streamlined client segmentation strategy that enhances the value of your business at succession. 
  • Refine and simplify your portfolio strategy to target the needs of each client segment. 
  • Increase wallet share, retain more clients, and attract new ones aligned to your business philosophy. 
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Accelerate your business growth

We'll work with you to achieve your business goals through our Action Plan process*

Advisors NOT engaged in our Action Plan Process saw a

in gross AUA
after 6 months

14%

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Advisors ENGAGED in our Action Plan Process saw a

in gross AUA
after 6 months

77%

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  • A man in a suit and white shirt is smiling while sitting in a chair.

    "I looked at other dealers before choosing IPC Pinnacle."

    "I got more than I was looking for - a foundation to grow and simplify the way I do business - overall, I feel really well supported."


    Yan Mecca, Wealth Advisor, QC

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  • A man in a suit and blue shirt is smiling for the camera.

    "I was looking for was the structure and the process; everything was looked after for me."

    "I was nervous about switching dealers and moving to IPC. Those fears were quickly replaced by a feeling of success and pride – success because of my meteoric growth and pride because I always had people who had my back."


    Mike Turlock, Financial Advisor, SK

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  • A woman wearing glasses and a black jacket smiles for the camera

    IPC Pinnacle allowed me to seamlessly pass the baton without service interruption to my clients.

    "The marketing team saves me hundreds of hours on work so that I can go ahead and work with my clients. I've never had that before. They're right in my back pocket – supporting me and my business."


    Thie Convery, Wealth Advisor, ON

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Act Now

Schedule a private chat to discuss how we can help you unlock capacuity for accelerated growth.

We help Advisors boost efficiency, grow their business, and achieve profitable exits – all while maintaining their independence and entrepreneurial freedom. 

* Source: Based on 73 Action Plans completed between July-December 2023.

Results compare sales generated six months prior to implementation of the Action Plan vs. six months after implementation.