Independent Planning Group Overview

  • Founded
  • 1990
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Independent Planning Group General Information

Description

Provider of financial planning and advisory services. The company offers financial, mutual funds, retirement planning and advisory services.

Contact Information

Website
www.teamipg.com
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Acquirer
Primary Office
  • 35 Antares Drive
  • Ottawa, Ontario K2E 8B1
  • Canada
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Independent Planning Group Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Independent Planning Group Executive Team (3)

Name Title Board Seat Contact Info
Gilles Boileau Chief Financial Officer
Anne Valenti Vice President & Chief Compliance Officer & Owner
You’re viewing 2 of 3 executive team members. Get the full list »