The Lipton Team

The Lipton Team is a group of professionals who are dedicated in helping Canadians live their financial dreams. Our team will work as your personal "Financial Quarterback" to help you make intelligent decisions about money. 

Investment Planning Counsel (IPC) is a Canadian wealth management company, with over $24 Billion of investment assets under administration and over 900 advisors across the country. IPC is part of IGM Financial Inc., a TSX listed company, and a member of the Power Financial Corporation group of companies, one of the largest financial companies in Canada. This strength and stability ensures that our clients receive the care and attention they deserve to help them achieve their goals and live their dreams.

Mark Lipton has been in the financial services industry for over 25 years, and has acquired a wide range of experiences and accreditations during his career. Mark enjoys curling, golfing, and woodworking in his spare time.

We understand that at the end of the day, no one really wants financial planning; what we really want is to achieve our dreams. The Lipton Team can help you get there.

Our Expertise involve:

  • How to lower your borrowing cost
  • Maximize your savings
  • Properly planning your estate and how to protect your family
  • Build a proper money management strategy that is specific to your goals 
  • Help you minimize taxation
  • Plan a comfortable retirement, or help you stay retired.

The Lipton Team... Honesty, Simplicity, Integrity
Meet our Team >>

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.