Business claimed
Last updated: Over a year ago
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Financial Planning
About Independent Planning Group Inc.
Independent Planning Group Inc. (IPG) is an independently-owned Canadian financial advisory company with its head office in Ottawa, Ontario. As a professional financial advisory company, our financial advisors must adhere to strict corporate, compliance and training guidelines. Go to full description...
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Email address:
independentplanninggroup@gmail.com
Established in 1990, Independent Planning Group Inc. (IPG) is an independently-owned Canadian financial advisory company with its head office in Ottawa, Ontario.
IPG advisors are proud to promote our proprietary financial planning system called The Progressive Planning ApproachTM . The Progressive Planning Approach is a comprehensive financial planning system that incorporates proven financial planning principles through an extensive six-step process. All of the financial advisors listed on this website have successfully completed the required training to offer this proven system to their clients.
As a professional financial advisory company, our financial advisors must adhere to strict corporate, compliance and training guidelines. Each financial advisor is required to keep their financial planning knowledge up to-date on an annual basis. At IPG, you will not find any sales pressure because our independent financial advisors are business owners. They are not bound by quotas, minimums and are not mandated to sell specific products. All compensation earned is fully disclosed at the beginning of a new client relationship.
Year Established: 1990