Investment Planning Counsel Overview
- Year Founded
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1996
- Status
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Acquired/Merged
- Employees
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650
- Latest Deal Type
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M&A
- Financing Rounds
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1
- Investments
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4
Investment Planning Counsel General Information
Description
Provider of wealth management services based in Mississauga, Canada. The company offers management strategies such as a dream plan, portfolio management system, risk management review, banking relation review, estate and tax planning and progress review, thereby enabling them to help to build a better business.
Contact Information
Website
www.ipcc.ca(Operating Subsidiary)
Corporate Office
- 5015 Spectrum Way
- Suite 200
- Mississauga, Ontario L4W 0E4
- Canada
Corporate Office
- 5015 Spectrum Way
- Suite 200
- Mississauga, Ontario L4W 0E4
- Canada
Investment Planning Counsel Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Investment Planning Counsel Comparisons
Industry
Financing
Details
Investment Planning Counsel Competitors (1)
One of Investment Planning Counsel’s competitors is TC Wealth Partners, a Private Equity-Backed company based in Downers Grove, IL.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| TC Wealth Partners | Private Equity-Backed | Downers Grove, IL |
Investment Planning Counsel Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Investment Planning Counsel Former Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
Investment Planning Counsel Acquisitions (4)
Investment Planning Counsel’s most recent deal was a Merger/Acquisition with De Thomas Wealth Management. The deal was made on 11-Dec-2025.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| De Thomas Wealth Management | 11-Dec-2025 | Merger/Acquisition | Asset Management | ||
| Partners in Planning Financial Group | 01-Nov-2010 | Merger/Acquisition | Other Financial Services | ||
| Titan Funds | 01-Nov-2010 | Merger/Acquisition | Asset Management | ||
| Braley Winton Financial Group | Merger/Acquisition | Asset Management |
Investment Planning Counsel Affiliates
Subsidiaries (1)
| Name | Industry | Location | Year Founded |
|---|---|---|---|
| De Thomas Wealth Management | Richmond Hill, Canada | 1987 |
Investment Planning Counsel FAQs
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When was Investment Planning Counsel founded?
Investment Planning Counsel was founded in 1996.
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Where is Investment Planning Counsel headquartered?
Investment Planning Counsel is headquartered in Mississauga, Canada.
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What is the size of Investment Planning Counsel?
Investment Planning Counsel has 650 total employees.
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What industry is Investment Planning Counsel in?
Investment Planning Counsel’s primary industry is Asset Management.
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Is Investment Planning Counsel a private or public company?
Investment Planning Counsel is a Private company.
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What is the current valuation of Investment Planning Counsel?
The current valuation of Investment Planning Counsel is .
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What is Investment Planning Counsel’s current revenue?
The current revenue for Investment Planning Counsel is .
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Who are Investment Planning Counsel’s investors?
IGM Financial has invested in Investment Planning Counsel.
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Who are Investment Planning Counsel’s competitors?
TC Wealth Partners is a competitor of Investment Planning Counsel.
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When was Investment Planning Counsel acquired?
Investment Planning Counsel was acquired on 30-Nov-2023.
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Who acquired Investment Planning Counsel?
Investment Planning Counsel was acquired by The Canada Life Assurance Company.
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