For entrepreneurial advisors

Build a better business
through a remarkable
client experience.

IPC Wealth gives you the freedom to shape your business, time to focus on what matters and broader expertise to deliver more for clients. Together, these advantages help you deepen client relationships and build lasting value.

The IPC Wealth Advisor Advantage

One Promise.

Many Advantages.

IPC Wealth combines greater flexibility, leading technology, and specialized expertise in one integrated advisor platform. Discover how it can help your business run more efficiently, free up time for what matters most, and deliver a more remarkable client experience.

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Freedom to build business your way

Lead your business on your terms, enhance your client experience, and growth strategy. As your goals change, evolve your practice without losing what makes it uniquely yours.

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More time for what matters

Integrated technology unifies the systems, client data, and workflows you rely on, giving you more time to focus on the work only you can do - advice, relationships, and leadership decisions that move your business forward while creating a better client experience.

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More expertise within reach

Draw on specialized expertise, expanded wealth and insurance solutions to serve more complex client needs and unlock new opportunities for growth.

The growth is why they join us.

The support is why they stay.

The growth is why
they join us.

The support is why
they stay.

The growth is why they join us.

The support is why they stay.

Explore the full story

See how the IPC Wealth
 offering comes together.

Go deeper into the benefits of partnering with IPC Wealth, from greater flexibility and simpler operations to broader solutions and expertise for your clients.

Explore the full story

See how the full IPC Wealth
 offering comes together.

Go deeper into the benefi ts of partnering with IPC Wealth, from greater fl exibility and simpler operations to broader solutions and expertise for your clients.

Explore the full story

See how the full IPC Wealth offering comes together.

Go deeper into the benefi ts of partnering with IPC Wealth, from greater fl exibility and simpler operations to broader solutions and expertise for your clients.

Built for every stage

Grow with confidence.

Shape what comes next.

As your priorities change, IPC Wealth can help you expand your business today and create more options for tomorrow.

Grow and Expand

Make your business easier to run and broaden what you can deliver, creating more room for clients, leadership and growth.

Plan Your Next Chapter

Plan early to strengthen your business's value, preserve client continuity, and protect your legacy with a succession plan built on your terms.

In their words

Hear from the advisors who

chose IPC Wealth.

Advisor Blog

An aspect of your future

Discover insights, success stories and practical strategies designed to help financial advisors strengthen client relationships, grow their business and prepare for the future of financial advice.

Strength you can count on. Partnership that respects

your independence.


Built for the long term

Backed by Canada Life, IPC Wealth has the strength to keep investing in the platform, while advisor insight helps shape how it evolves.

You stay in control of your business and client relationships, with IPC Wealth's technology, expertise, and resources available when you need them.

Built for the long term

Strength you can count on. Partnership that respects your independence.

Backed by Canada Life, IPC Wealth has the strength to keep investing in the platform, while advisor insight helps shape how it evolves.

You stay in control of your business and client relationships, with IPC Wealth's technology, expertise, and resources available when you need them.

Built for the long term

Strength you can count on. Partnership that respects your independence.

Backed by Canada Life, IPC Wealth has the strength to keep investing in the platform, while advisor insight helps shape how it evolves.

You stay in control of your business and client relationships, with IPC Wealth's technology, expertise, and resources available when you need them.

Our Team

Meet our leaders

John Novachis

EVP, Advisor Growth & Succession

Denis Blackburn

National SVP, Advisor Growth & Succession

Mary Lou Martinez

Advisor Recruitment Specialist, Advisor Growth & Succession

Ready to build what's next

YOU and IPC WEALTH equals

Start a confidential conversation about where you want to take your business and how IPC Wealth can help you move forward.

Start a confidential conversation about where you want to take your business and how IPC Wealth can help you move forward.