Ken Lofranco

Vice President, National Advisor Growth @Investment Planning Counsel

Toronto, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2022 — Present

Vice President, National Advisor Growth @Investment Planning Counsel

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Mississauga, ON, CA

As Vice President, National Advisor Growth, I am focused on recruiting financial advisors, large advisor teams and portfolio managers across Canada to join the IPC network though one of our three channels: IPC One, our integrated wealth management platform for IIROC-licensed portfolio managers IPC Pinnacle, our corporate office IPC’s Independent Advisor Channel An important part of my role is supporting advisors and PMs to ensure they achieve a successful transition to IPC and helping them to build better businesses.If you are looking to grow or transition your book of business, or curious about the opportunities at IPC, I invite you to reach out to me directly.

EDUCATION

N/A

University of Toronto

Commerce and Finance

SKILLS

Wealth ManagementWealthRetirementInvestment StrategiesWealth AccumulationInvestmentsMutual FundsFinancial ServicesEtfsRisk ManagementInvestment AdvisoryFinancial AdvisoryInsuranceEstate PlanningRetirement PlanningFinancial PlanningAsset AllocationBusiness DevelopmentFinancial Planners

ABOUT KEN LOFRANCO

I am focused on helping financial advisors, large advisor teams and portfolio managers…

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Ken Lofranco — Vice President, National Advisor Growth at Investment Planning Counsel in Toronto, ON, CA | Unifers