Investment Planning Counsel to acquire De Thomas Wealth Management

Investment Planning Counsel (IPC), a subsidiary of Canada Life , has announced plans to acquire the wealth assets of De Thomas Wealth Management. The deal, expected to close by the end of Q3 2025, supports IPC’s goal of becoming a top destination for entrepreneurial advisors by expanding its footprint and offering enhanced tools and support.

De Thomas advisors will continue to operate independently while gaining access to IPC’s discretionary platform and advisor succession resources.

“This acquisition aligns with our vision to become a leading destination for entrepreneurial advisors and their clients. We are committed to delivering a best-in-class experience to advisors by helping them foster deeper relationships with their clients, enabling flexibility to grow their business, and providing an offering that allows them to capture the value they create.” – Blaine Shewchuk, Executive Vice-President, Individual Wealth, Canada Life and IPC’s President and CEO.