Independent Planning Group

 

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Questionnaire

Why does IPG have a roster that includes the top financial planning professionals in Canada? Each year, we turn away approximately 40% of the candidates that we interview. Each new candidate goes through an exhaustive selection process before they can become an IPG associate.

If you have a book that generates at least $100,000 of revenue per year or you’re part of a branch or sub-branch office with at least $50 million of assets under administration, you’re our ideal candidate.

If you can answer “No” to the following questions, we’d like to hear from you:

  1. Have you ever had a license revoked or suspended?
  2. Have you ever received or been aware of a written complaint from a client?
  3. Have you ever been declined sponsorship from a dealer, MGA or similar party?
  4. Have you ever been under special review, supervision or investigation by your dealer, securities commission, MFDA, IDA or any other party?
  5. Have you ever been terminated (for cause or otherwise) by an employer, dealer or MGA?
  6. Have you ever been sued by a client or by one of the firms you represent?
  7. Have you ever been convicted of a criminal offense?

Please contact:

Allan Bulloch
Email: abulloch@joinipg.com
Phone: 1 800 565-9219 ext: 300

Vince Valenti
Email: vvalenti@joinipg.com
Phone: 1 800 565-9219 ext: 226