Our partnership was formed through mergers in 1999 and 2000 and we began working under the Professionals for Independent Planning name in the fall of 2004. Under our new name we have the resources to strengthen our capabilities. We focus on enhancing and reinforcing your investment portfolios and insurance plans. Together, we serve some three thousand clients, so it¹s a big responsibility!

Bright Future
Our fund dealer, Independent Planning Group Inc., is one of the largest Ottawa based independent distributors of mutual funds. We also offer insurance products through IPG Insurance Inc. Our strength in numbers helps make for superior service and support.

Our Name & Logo
Our logo reflects that we work as a team. Hence while we each maintain our own book of business, we are partners who look after each other¹s clients as the need arises. Our name reflects both that we provide professional financial planning advice and that we fiercely maintain our independence. In other words, our loyalty is only to you.