Our business relies on the success of independent financial advisors like you. That’s why our management team takes a hands-on approach to setting direction and delivering the technological, compliance, and administrative support you need ─ and a hands off approach when it comes to going about your business.
Vince Valenti has extensive senior management experience in the Canadian financial services industry. He is the President of both Independent Planning Group Inc. (IPG) and Brigata Capital Management Inc., and is a Co-founder, past shareholder and director of Winfund Software Corp.
Mr. Valenti founded IPG, now a Level 4 mutual fund dealer with the Mutual Fund Dealers Association of Canada, in 1990. In 2006, Mr. Valenti was recognized and honoured by the Greater Nepean Chamber of Commerce as the Businessman of the Year.
Anne Valenti joined the company in 1993 after having worked in the Canadian banking industry for 15 years. Anne oversees the compliance department, ensuring that all regulatory requirements, policies and procedures are being adhered to. Anne is also very involved in the day-to-day operations of the company.
Anne is a member of the Association of Canadian Compliance Professionals (ACCP) and has been an active participant in many industry working groups and committees.
Gilles Boileau has been very active in various senior accounting positions since 1982. He is the Chief Financial Officer of Brigata Capital Management Inc. and Independent Planning Group Inc. His extensive background in finance and accounting has benefited, and will continue to benefit, the operation of both firms.
Allan has had extensive senior management experience in Insurance starting his career in 1973. In 2002 Allan joined Independent Planning Group as President of IPG Insurance, the MGA division of Independent Planning Group. Previous to joining IPG, Mr. Bulloch was a regional manager of a leading insurance company.
Allan is very active in industry causes having served as President of Advocis Ottawa. Currently Allan is on the Board of Directors of CAILBA, Canadian Association of Independent Life Brokerage Agencies, as well as on the Advocis Chapter Board and on the Board of Directors at
the Ottawa Hunt and Golf Club.
Jodi Bodkin has worked in various management rolls in the Canadian financial services industry for over 20 years. Jodi is life licensed and has attained two designations: RHU (Registered Health Underwriter) in 1998 and her EPC (Elder Planning Councillor) in 2003.
Working exclusively with advisors for the past 15 years Jodi supports IPG advisors with illustrations, product support and training.
Donna Boucher started with Independent Planning Group in 1993 and has played a key role in the firm in all aspects of operations. Her keen technology interest made her the local choice to head up our very own technology company. Formally launched in 2006, Virtuco Technologies Inc. develops and manufactures our in-house web based front-end software. As President of Virtuco, Donna continues to lead her team in the growth and development of the IPG Virtual Office software and other technology initiatives.