The Transition Process

We realize the decision to change companies is not an easy one. Our transition team is prepared to assist you in a number of ways, by providing you with strong administrative support to streamline the transfer of your book of business. This means you have more time to focus on the needs of your clients.

Initially, IPCS will work with you to analyze your book of business and help establish guidelines with respect to the accounts you would bring over and offer suggestions to help you rationalize your book. Historically, many advisors transitioning onto the securities platform have used this as an opportunity to refocus their book towards those clients who will benefit most on the securities platform.

Disclaimer: The information contained herein is specifically for BC, AB, SK, ON, QC, NB, NS and MB residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions. IPC Securities Corporation is a member of the Investment Dealers Association of Canada as well as a member of the Canadian Investor Protection Fund (CIPF).