Independent Planning Group Overview

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

Independent Planning Group General Information


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

Contact Information

Ownership Status
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Primary Office
  • 35 Antares Drive
  • Ottawa, Ontario K2E 8B1
  • Canada
Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial
Want to dig into this profile?

We’ll help you find what you need

Learn more

Independent Planning Group Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

This information is available in the PitchBook Platform. To explore Independent Planning Group‘s full profile, request access.

Request a free trial

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 »