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
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
To view Independent Planning Group’s complete executive team members history, request access »