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Investment Planning Counsel to acquire Independent Planning Group Inc.

Toronto (August 20, 2013): Investment Planning Counsel Inc. (“IPC”) and Independent Planning Group Inc. (“IPG”) today announced that IPC has entered into an agreement to purchase the shares of Independent Planning Group.

The transaction is subject to regulatory approvals and other conditions and is expected to close later this year. As part of this transaction, IPC will acquire:

1. Independent Planning Group Inc., an MFDA dealership;
2. Virtuco Technologies Inc.; and
3. IPG Insurance Inc., an MGA

In addition, IPC Portfolio Services Inc. (IPCPSI) has entered into an agreement to purchase Brigata Capital Management Inc. (“Brigata Capital”), an investment fund manager. IPCPSI intends to amalgamate Brigata Capital with Counsel Portfolio Services Inc., a wholly owned subsidiary of IPCPSI, immediately upon completion of the transaction. 

For full details & the official press release, click here.

Investment Planning Counsel completes acquisition of Partners In Planning

Calgary/Toronto, Nov. 1 /CNW/ - Investment Planning Counsel Inc. ("IPC") and Partners In Planning Financial Group Ltd. ("Partners In Planning") today announced the completion of IPC's purchase of Partners In Planning.

Previously announced on September 10, 2010, the transaction has now received all required approvals. IPC has acquired Partners In Planning, including its subsidiaries, Partners In Planning Financial Services Ltd., a mutual fund and exempt market dealer, and Partners In Planning Insurance Services Inc., a national insurance agency. In a separate and concurrent transaction, a subsidiary of IPC has acquired Titan Funds Incorporated, Manager of Titan Managed Portfolios.

"We are delighted that this transaction has been completed, and we welcome our new colleagues to the IPC family," said Chris Reynolds, President of IPC. "Investment Planning Counsel and Partners In Planning will continue to enjoy a similar culture where independent wealth management professionals can build a better business to meet clients' needs."

"While we focus on Walton's rapidly-growing land-based real estate investing and development business, we are confident that Advisors, Agents and clients will be well served by the transition of Partners In Planning into IPC." said Bill Doherty, CEO of Walton Global Investments Ltd. and previously controlling shareholder of Partners In Planning.

About Investment Planning Counsel Inc.

Investment Planning Counsel Inc. is an integrated wealth management company founded in 1996. Investment Planning Counsel was created to support Advisors in delivering a distinctive client service experience by providing client-focused advice that helps Canadians live their dreams. With $12 billion in assets under administration, Investment Planning Counsel is a member of the IGM Financial Inc. (TSX: IGM) group of companies. IGM Financial is one of Canada's premier financial services companies with $118 billion in total assets under management as of August 31, 2010. For more information, please visit www.ipcc.ca.

About Partners In Planning

Partners In Planning Financial Group Ltd. is one of Canada's largest privately-held financial services organizations, with more than 300 independent Advisors and agents operating more than 100 offices. Partners In Planning Financial Services Ltd. is among Canada's largest national independent mutual fund dealers. For more information, please visit www.partnersinplanning.com.

Investment Planning Counsel completes acquisition of Titan Funds

Calgary/Toronto, Nov. 1 /CNW/ - Investment Planning Counsel Inc. ("IPC") and Titan Funds Incorporated ("Titan Funds") today announced the completion of the acquisition of Titan Funds by a subsidiary of IPC.

The acquisition was completed as a plan of arrangement under the Business Corporations Act (Ontario), and is associated with IPC's concurrent acquisition of Partners In Planning Financial Group Ltd. ("Partners In Planning"). Both transactions were announced on September 10, and both have now received all required approvals.

About Investment Planning Counsel Inc.

Investment Planning Counsel Inc. is an integrated wealth management company founded in 1996. Investment Planning Counsel was created to support Advisors in delivering a distinctive client service experience by providing client-focused advice that helps Canadians live their dreams. With $12 billion in assets under administration, Investment Planning Counsel is a member of the IGM Financial Inc. (TSX: IGM) group of companies. IGM Financial is one of Canada's premier financial services companies with $118 billion in total assets under management as of August 31, 2010. For more information, please visit www.ipcc.ca.

About Titan Funds Incorporated

Established in June 2007, Titan Funds offers investment solutions including Titan Managed Portfolios, a suite of structured, optimally-balanced portfolios with a unique active approach to rebalancing that is designed to meet the needs of most investors. Titan Managed Portfolios are available through Partners In Planning Financial Services Ltd., a subsidiary of Partners In Planning and other selected dealers. To learn more, please visit www.titanfunds.ca

Investment Planning Counsel to acquire Partners In Planning

Toronto (September 10, 2010): Investment Planning Counsel Inc. ("IPC") and Partners In Planning Financial Group Ltd. ("Partners In Planning") today announced that IPC will purchase the shares of Partners In Planning.

Subject to regulatory approvals, IPC will acquire Partners in Planning, including its subsidiaries, Partners In Planning Financial Services Ltd., a mutual fund and exempt market dealer, and Partners In Planning Insurance Services Inc., a national insurance agency. In a separate and concurrent transaction, a subsidiary of IPC will acquire Titan Funds Incorporated, Manager of Titan Managed Portfolios.

"Investment Planning Counsel and Partners In Planning share a similar philosophy and a common culture. We are committed to promoting an environment where independent wealth management professionals can build a better business,” said Chris Reynolds, President of IPC. “In addition, Partners In Planning’s strong presence and its history in Western Canada will further entrench IPC’s position as a leading wealth management firm, supporting over 900 Advisors nationally."

"As a member of the Walton Group of Companies, we have grown Partners In Planning into a strong dealership for financial Advisors and Agents” said Bill Doherty, CEO of Walton Global Investments Ltd. and controlling shareholder of Partners In Planning. “However, we have taken a strategic decision to focus our own efforts on Walton’s rapidly-growing core land-based real estate investing and development business." The Walton Group is one of North America's leading land-based real estate investment groups.

The transaction is expected to close during the last quarter of 2010.

For official press release, click here.

Investment Planning Counsel to acquire Titan Funds

Toronto (September 10, 2010): Investment Planning Counsel Inc. ("IPC") and Titan Funds Incorporated ("Titan Funds") today announced that a subsidiary of IPC will acquire Titan Funds. The planned acquisition is associated with IPC’s concurrent transaction that IPC will purchase the shares of Partners In Planning Financial Group Ltd. ("Partners In Planning").

The transaction will be completed as a plan of arrangement under the Business Corporations Act (Ontario), and is subject to regulatory, court and other approvals including the approval of shareholders of Titan Funds and unitholders of Titan Managed Portfolios.

"We are pleased to welcome Titan Funds into the IPC family of portfolio management services, and we look forward to working with our new colleagues and partners once this transaction is completed," said Chris Reynolds, President of IPC.

"As a member of the Walton Group of Companies, we have developed the Titan brand into a successful fund family," said Bill Doherty, CEO of Walton Global Investments Ltd., and controlling shareholder of Titan Funds. "However, we have now made a strategic decision to focus our efforts on Walton’s rapidly-growing core land-based real estate investing and development business." The Walton Group is one of North America’s leading real estate investment groups.

Information circulars providing details with respect to the transaction will be mailed to shareholders of Titan Funds and unitholders of Titan Managed Portfolios in advance of special meetings to consider the transaction, currently expected to be held in October 2010. If approved by shareholders and unitholders, and assuming the satisfaction of all other conditions, the transaction would be expected to close within a short period following the meetings.

For official press release, click here.

2008 Canadian Investment Awards IPC honoured with Advisor
Education Award at 2008
Canadian Investment Awards

Toronto, December 4, 2008
Investment Planning Counsel (IPC) is pleased to announce that the Total Client Experience (TCE) was awarded the Advisor Education Award at the 2008 Canadian Investment Awards held last night. more

2008 Canadian Investment Awards Advisor Office wins Best Use
of Technology Award

Toronto, December 4, 2008
Investment Planning Counsel (IPC) was awarded the Best Use of Technology award for Advisor Office, the firm’s suite of integrated client servicing and financial planning tools. The award was presented at the 2008 Canadian Investment Awards held in Toronto last night. more

IPC Advisor Succession Planning Guide

December 14, 2007

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Investors look for safe havens; Money-market funds got most new investment Rising short-term interest rates add to the allure

October 26, 2006

Thu 26 Oct 2006
 
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Investment Planning Counsel Inc. Acquires Faiz & Associates Inc.

July 12, 2005

TORONTO, July 12 /CNW/ - Investment Planning Counsel Inc. has entered
into an asset purchase agreement with Faiz & Associates Inc., a mutual fund

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IPC launches new online web training and conference service

June 16, 2005

Investment Planning Counsel Advisors Benefit from New Online Web Training and Conference Service
iLinc tool empowers advisors to continue education and

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Canadian Investment Award Winners

December 6, 2004

Investment Planning Counsel is very proud to announce that at Friday's Canadian Investment Awards dinner we won the:

2004 Canadian Investment

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IGM Financial closes IPC transaction

May 10, 2004

IGM Financial Inc. (TSX: IGI) announced that it has closed the previously announced transaction to acquire a majority interest in IPC Financial

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IPC Receives Final Order Approving Plan of Arrangement

May 6, 2004

IPC Financial Network Inc. (TSX Venture: IPC) announced today that it has received the final order of the Ontario Superior Court of Justice approving... [More...]

IPC Financial Network Inc. Reports April 2004 Counsel Mutual Fund Sales

May 4, 2004

May 4, 2004 -- TORONTO, ONTARIO--IPC Financial Network Inc. ("IPC") is pleased to report April net sales of its asset management division, Counsel

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IPC Financial Network Inc. acquires Prime Financial

April 8, 2004

(April 8, 2004) IPC Financial Network Inc. (IPC) has entered into an asset purchase agreement with Prime Financial Securities Inc., a mutual fund

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IPC Financial Network Inc. Reports March 2004 Counsel Mutual Fund Sales

April 2, 2004

April 2, 2004 -- TORONTO, ONTARIO--IPC Financial Network Inc. ("IPC") is pleased to report March net sales of its asset management division, Counsel

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IPC Financial Network Inc. Reports February 2004 Counsel Mutual Fund Sales

March 1, 2004

March 1, 2004 -- TORONTO, ONTARIO--IPC Financial Network Inc. ("IPC") is pleased to report February net sales of its asset management division,

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IPC Financial Network Inc. enters agreement with Investors Group Inc.

February 25, 2004

Toronto, Ontario, February 25, 2004 – IPC Financial Network Inc. (TSX Venture Exchange: IPC) announced today that it has entered into an agreement

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Reports January 2004 Counsel Mutual Fund Sales

February 2, 2004

IPC Financial Network Inc. ("IPC") is pleased to report January net sales of its asset management division, Counsel Wealth Management, were $24.6

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