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Investment Planning Counsel

Investment Planning Counsel Email Formats

Financial ServicesFlag of CAMississauga, Ontario, Canada1001-2000 Employees

Investment Planning Counsel Email Formats

Investment Planning Counsel uses 5 email formats. The most common is {first initial}.{last name} (e.g., j.doe@ipcc.ca), used 57.5% of the time.

FormatExamplePercentage
{first initial}.{last name}
j.doe@ipcc.ca
65.8%
{first name}.{last name}
john.doe@ipcc.ca
13.2%
{first name}{last name}
johndoe@ipcc.org
8.3%
{first initial}{last name}
jdoe@ipcc.org
6.1%

Key Contacts at Investment Planning Counsel

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Chris S. Reynolds

Host & Executive Director, Turning The Page Podcast

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Hesham Elmoselhy

Managing Director

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Diego Torres

Regional Director, Advisor Growth & Development

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Sundararaman Kannan

Digital Product Owner

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Michael Tseng

Regional Director, Corporate Advisor Growth & Development

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Angie Johnson

Regional Director Pinnacle Branch Operations, Ontario

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Karen Lintott

Senior Director, Business Intelligence

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Evelyn Fernandez

Senior Director, Corporate & Marketing Communications

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Kristine Douglas

Owner, Douglas Wealth Management Group

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Tara Klapstein

Regional Director Of Operations

Company overview

Headquarters5015 Spectrum Way, Suite 200, Mississauga, Ontario L4W 0E4, CA
Phone number+18772129799
Website
NAICS52
Employees1001-2000
Socials

About Investment Planning Counsel

Investment Planning Counsel (IPC) is one of Canada's leading independent wealth managers. 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 $30 billion in investments for over 200,000 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 - Canada Life and Power Financial Corporation.

Employees by Management Level

Total employees: 1001-2000

Seniority

Employees

Entry
Manager
Senior

Employees by Department

Investment Planning Counsel has 560 employees across 15 departments.

Departments

Number of employees

Funding Data

Investment Planning Counsel has never raised funding before.

Investment Planning Counsel Tech Stack

Discover the technologies and tools that power Investment Planning Counsel's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

reCAPTCHA

Security

Prism

Prism

Miscellaneous

Vimeo

Vimeo

Video players

Goober

Goober

JavaScript libraries

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

Salesforce Marketing Cloud Account Engagement

Salesforce Marketing Cloud Account Engagement

Marketing automation

jQuery

jQuery

JavaScript libraries

HSTS

HSTS

Security

Google Analytics

Google Analytics

Analytics

Bootstrap

Bootstrap

UI frameworks

Duda

Duda

CMS

Frequently asked questions

Investment Planning Counsel is located in Mississauga, Ontario, CA.
You can reach Investment Planning Counsel at +18772129799.
Investment Planning Counsel has approximately 1001-2000 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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