Biography
As Executive Vice President, Advisor Growth and Succession at Investment Planning Counsel, I’m focused on driving the success of IPC and our team of independent financial advisors. My role has two key elements: helping IPC recruit top-performing advisors and helping advisors build profitable businesses. I believe the starting point for success in both areas is fostering a team-based, client-focused, and entrepreneurial culture.
Over the past 15+ years, I’ve led a range of initiatives at IPC related to advisor recruitment and transitions, business valuation, succession planning, and development of our corporate culture. Today, I work with my team to:
– Help advisors break down barriers to growth
– Support advisors with succession planning to monetize their business
– Employ financial modelling and market research to identify opportunities, develop strategies, and drive growth for IPC and our advisors
– Build strong relationships as a brand ambassador for IPC