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“The quality and coverage of B2B contact database are very impressive...”
Mark J.
“The quality and coverage of B2B contact database are very impressive...”
Mark J.
“The quality and coverage of B2B contact database are very impressive...”
Mark J.
About
Investment Planning Counsel (IPC) is one of Canadas 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 Canadas strongest and most prominent financial firms - Canada Life and Power Financial Corporation
C-Level 1 | VP - Level1 |
Director1 | Manager2 |
Others528 |
Structure | Email Format |
---|---|
<first>.<last>@ | John.Smith@ipcc.ca |
<first><last>@ | JohnSmith@ipcc.ca |
Pain Points | Locations | Technologies |
---|---|---|
Animation | Bedford, Nova Scotia, Canada | workflow, communication, basic, natural, financial, compliance, office365, privacy, protection, share, collaboration, operations, sharepoint, client service |
Animation | Edmonton, Alberta, Canada | financial, share, protection, accreditation |
Animation | Mississauga, Ontario, Canada | customer service, audit, compliance, scheduling, analytics, troubleshooting, http server, procedure, client service, accreditation, workflow, communication, integrity, assessment, acceptance testing, imaging, office365, privacy, contact centre, share, change management, voice, sharepoint, scope, staffing, natural, protection, payment, collaboration, indexing, database, basic, infrastructure, uat, financial, scanning, testing, sql, e, risk, http, continuous improvement, operations, server |
Animation | Nanaimo, British Columbia, Canada | workflow, communication, basic, natural, financial, compliance, office365, privacy, protection, share, collaboration, operations, sharepoint, client service |
Animation | Orillia, Ontario, Canada | workflow, communication, basic, natural, financial, compliance, office365, privacy, protection, share, collaboration, operations, sharepoint, client service |
Azure
Grc
Google analytics
Nice cxone
Access
Agile
Acceptance testing
Accessibility
Accreditation
Analytics
Investment Planning Counsel (IPC) is one of the fastest growing independent wealth management com...
View MoreWith your background, skills and experience youve already found success in the wealth management ...
View MoreInvestment Planning Counsel (IPC) is one of the fastest growing independent wealth management com...
View MoreInvestment Planning Counsel (IPC) is one of the fastest growing independent wealth management com...
View MoreInvestment Planning Counsel (IPC) is one of the fastest growing independent wealth management com...
View MoreInvestment Planning Counsel (IPC) is one of the fastest growing independent wealth management com...
View MoreInvestment Planning Counsel (IPC) is one of the fastest growing independent wealth management com...
View MoreInvestment Planning Counsel (IPC) is one of the fastest growing independent wealth management com...
View MoreInvestment Planning Counsel (IPC) is one of Canadas 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 Canadas strongest and most prominent financial firms - Canada Life and Power Financial Corporation
Investment planning counsel operates in the Financial services industry.
Investment planning counsel's revenue is 101m - 500m
Investment planning counsel has 1001 - 5000 employees.
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