Succession Planning
for Advisors:

It's personal 

We understand the emotional weight of decisions advisors must make when it comes to succession. That’s why we offer solutions that keep you in control, protect your legacy, and ensure continuity of care for your clients. What’s stopping you? 

Overcome the complexity of succession planning

Succession planning may feel complex – but it doesn't have to be. Built by advisors for advisors, we know what’s at stake. With expertise and guidance, we’ll give you clarity to succeed your business just the way you choose.

Rated 9.2/10 in succession planning by Investment Executive 1 - a strong endorsement of our commitment to preserve your legacy and ensure clients remain in trusted hands. 

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Highest Rated by
Advisors

Design a succession that aligns with your vision, priorities and goals – choose to exit on your terms, whether it’s a phased transition or a strategic sale. 

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Tailored Succession
Plans

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Continuity of Client
Care

With a 95% post-transition client retention rate, our proven process ensures seamless transitions, maintaining the trust and relationships you've carefully built with clients.

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Securing Your
Future

Get rewarded for your life’s work – with reliable payments at competitive valuations – so you can plan your next chapter without hesitation.

"The option to sell and stay involved is why I chose IPC."


Brett Worby, Certified Financial Planner, ON

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"It is great that there is a built-in succession plan with IPC Pinnacle."


Nadea Melenchuk. Financial Advisor, ON

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"I was looking for structure and process. Everything was looked after for me."


Kyla Martens, Financial Advisor, AB

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Real Stories on
Succession 

Hear from fellow advisors who once stood where you are now – weighing the same concerns, feeling the same uncertainty, and asking the same questions. See how they found clarity, confidence, and control with IPC's succession solutions. 

Download our comprehensive Succession Planning Guide

Succession planning isn’t just a business move – it’s a defining moment that shapes your future. Know the succession choices in front of you and access resources to plan your path forward.

Perspectives on Planning

Two people are sitting at a table with a laptop and a tablet.

Here's How To Value Your Practice - And Get the Number You Want

March 13, 2025
Explaining how advisors book of business gets valued when it comes to succession planning.
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The Importance of Succession Planning: Insights from George Hartman

July 27, 2023
In this episode of the pod, we’re going to tackle succession planning and what it means to a financial advisor. Joining me to talk about it is the man who literally wrote the book on succession planning in the wealth management business, George Hartman! Learn how to effectively plan your business transition and ensure your legacy.
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Independent Advisors Have a Choice with their Succession Plans

By John Novachis • October 6, 2020
For most independent advisors, putting a sound succession strategy in place is challenging – whether it’s defining goals, identifying the right successor or purchaser, ensuring a smooth transition of clients, or making sure they’re able to fully realize the value in their business.

Planning your succession isn’t about letting go.

It’s about moving forward on your terms.

What's stopping you?

  1. Source: Investment Executive Dealer Report Card 2024