New Financial Advisors

Do you enjoy helping people? Are you interested in investments and financial planning? Are you looking for a career that offers freedom, flexibility, independence and unlimited income potential? Is learning and growing your own business appealing? If so, you may want to explore opportunities with Independent Planning Group. We provide training, mentorship arrangements, a furnished office with admin support, a full product range, shareholder opportunities and much more. We do not impose minimum production requirements and we focus on helping you grow your business in a way that works best for you.

There are many options and opportunities to choose from in this field. Click on the following link for important questions to ask companies you are researching. Understanding the differences, options, and choices will help you make a more informed decision.

Top 15 Questions to Ask before Choosing a Company

For more information contact Julia Chapman at 613-738-3388 x228 or email your resume to


Associate Advisors/Licensed Assistants

The average age of a financial advisor in Canada is 54. Many are considering their retirement, semi-retirement and business continuity plans. This opens many doors and opportunities for people looking to work with an established advisor. My role is to help match established advisors with the right people to join their team.

For more information contact Julia Chapman at 613-738-3388 x228 or email your resume to


Experienced Advisors

Changing dealers or MGAs should be seamless. When you join Independent Planning Group, our transition service team is there to help you every step of the way. You have the choice of operating from your own office or we can provide a furnished office with full office support*. This includes equipment, administration and tech support, a client management system, advanced case consultant, experienced staff, business continuity support and 100 hours of CE credit training sessions. Our compensation model is on of the most competitive in the industry and we offer a full range of products and services to choose from.

Click on the following link to view important questions to consider when choosing a dealership or MGA:

Top 20 Questions to Ask When Choosing a Dealership/MGA.

For more information contact Allan Bulloch at 613-738-3388 x300 or email

* Based on availability and geographic location.