Built for advisors who serve business owners
Built For Canadian Financial Planners…
By Canadian Financial Planners
OUR WHY
A better environment to build your practice in.
We knew that empowering entrepreneurial financial planners meant creating a better environment for
them to align with — one built around progressive, ever-evolving technology, and training that’s proven in the trenches.
Access to industry-best implementation solutions has become the baseline the industry continues to
desire. IIP is a place where independent-minded planners can voice their opinions and finally be heard.
Thinking For A Living
Here’s how to finally get paid for your financial planning advice without the need to sell a product
THE pARTNERSHIP
Full-scale support, end to end.
IIP offers a full-scale partnership built for independent advisors ready to grow confidently, profitably, and sustainably.
From compliance and technology to back-office and client support services, we provide the tools, resources, education, expertise, and support that power long-term success.
Support
True independence takes true support
IIP has your back with the proven resources, tools, expertise, guidance, and advocacy you need to
confidently build a thriving, compliant, and purpose-driven dream firm.
COMPLIANCE
Proactive compliance support
Stay audit-ready and worry-free with a dedicated team providing end-to-end, real-time guidance through any compliance complexity. We automate key processes and build systems that reduce time spent on records and filings — so you spend your time on what you want to do, not what you have to do.
INVESTMENTS
Expert investment management
Deliver client-first portfolios backed by relationships with best-in-class discretionary portfolio management teams, our maximum-bonus MGA, and our Top Guns Network™ for unique implementation needs.
TECHNOLOGY
The GenieTM for Financial Planners
A proven, state-of-the-art CRM paired with a robust, automated lead-generation platform that delivers a consistent stream of leads to your inbox daily. Our team has done the due diligence to source the ultimate tech stack for modern advisors.
COACHING
Expert & peer coaching
Actionable solutions and shared wisdom to overcome challenges and reach your goals — including a full financial planning process, outlined step by step with supporting training videos and client-ready templates.