Advisory Group Approach

Whether you’re a successful advisor or just starting to build your business, we’re here to help you succeed

A proven process

All members of the Advisory Group are trained in our proprietary financial planning process, and have access to proprietary financial planning tools, marketing and communication techniques, and a highly trained support staff. From ethical investing to solutions for today’s seniors, you can ensure that your clients receive the best possible advice to meet their unique needs

Full Independence and Extensive Product Shelf

Unlike some firms, as an IPG financial advisor, you’ll have access to well over 100 Canadian and International financial institutions for an extensive product line that includes mutual funds, segregated funds, all lines of life insurance, accident and sickness insurance, guaranteed investment certificates and more.
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Further benefits of membership

  • A professionally designed office environment
  • Access to our trusted partners – legal, mortgage, insurance, tax, estate and business experts
  • Professional development through weekly business meetings and our Annual Conference
  • IPG covers operating expenses such as rent, utilities and support staff salaries
  • A competitive compensation package that recognizes new business and client/asset retention
  • Succession planning opportunities/ buying or selling a book of business
  • Access to our proprietary software system, Virtual Office
  • Business development training and assistance
  • Marketing planning and support

 

Learn more about the advantages of joining IPG in our Benefits and Support sections.