About Independent Planning Group

As a successful advisor, you want to surround yourself with an innovative team of capable individuals that are constantly on the lookout for new ways to become more competitive and more efficient. We know the feeling. That’s exactly how we’ve approached this business since opening our doors back in 1990.

Since then, we’ve evolved into a thriving financial firm with its head office in Ottawa, Ontario, and a strong base of financial planning professionals across Canada that manage billions in client assets. Independent Planning Group is a mutual fund dealer, exempt market dealer and a managing general agency.

Our mission

It is the mission of IPG to provide financial advisors with innovative technology, up-to-date information and resources, and superior products to help position them as premier providers of investment, insurance and financial planning advice and services.

Corporate highlights

Here are some of IPG’s accomplishments and credentials:

  • October 1994, we became a mutual fund dealer and limited market dealer and a life insurance MGA in September 1996
  • Our President, Vince Valenti, is a co-founder, past share-holder and director of Winfund Software Corp.
  • In 2000, we acquired Tricount Accounting Services Inc., with staff members joining IPG as a CFO, a senior tax consultant and a compliance auditor
  • In 2003, IPG buys and moves operations to a 13,000 sq ft commercial building
  • In June 2003, IPG launches new Client Relationship Management software IPG Virtual Office
  • Began a mentoring campaign with Ontario based colleges and universities in 2007
  • Launched the Brigata mutual fund company in January 2008
  • Introduced a new strategic alliance with PPI Solutions in March 2011

Management Team

The IPG Management team bring their combined expertise and experience to bear in providing direction to the company.
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Industry Links

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Integrity, professionalism, service, and technological innovation. These are just some of the reasons our company decided to do business with Independent Planning Group several years ago – and the results delivered have been as promised. Every member of the Independent Planning Group team has been a pleasure to work with and we look forward to a long relationship with this organization.
The Millar Corporation/Millar Wealth Management

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