August 1, 2010 marked five years since we joined IPG. The transition involved a lot of hard work and with the coaching and guidance from Vince and his team we transferred 97% of our clients.
What is different from Money Concepts?
Vince's integrity, approachability and leadership
Strong support from Allan Bulloch and his insurance team
A compliance department that is firm but supportive
We have our own fund company "Brigata"
State of the art technology
Ongoing and consistent professional development, mentoring & training programs
IPG Ottawa Central
Dear Vince and Allan, Today is the first anniversary of my official association with IPG. The year has flown by for me. Anne said to me some months ago, "it feels like you've been with us for a long time". Funny how that goes. I've been meaning to take both of you to task for lying to me eighteen months ago. You both, especially you Vince, told me that the transition to IPG would be a very difficult thing. I think you used the word "nightmare". You lied! Trish and I truly found it straight forward and quite smooth. Your transition team was extremely helpful. The upfront training for Trish was excellent. The ongoing support from everyone at head office is amazing. Trish and I continue to be impressed by the organization and are so extremely delighted that we made the move. I sing your praises at every opportunity. If ever you need reference for anyone considering a change, please do not hesitate to ask me. I want to thank you both for everything.
Vera Adamovich, CFP
Independent Advisor, Kanata