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Client Work

Investment Planning Counsel acquires Partners in Planning and Titan Funds from Walton Global Investments

Fasken
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Investment Planning Counsel Inc.

On November 1, 2010, Investment Planning Counsel Inc. ("IPC") acquired Partners In Planning Financial Group Ltd., one of Canada's largest privately-held financial services organizations with more than 300 independent advisors and agents operating more than 100 offices. The transaction included the acquisition of Partners In Planning Financial Services Ltd., a mutual fund and exempt market dealer, and Partners In Planning Insurance Services Inc., a national insurance agency. In a separate and concurrent plan of arrangement transaction, a subsidiary of IPC acquired Titan Funds Incorporated, the manager of Titan Managed Portfolios. IPC is an integrated wealth management company with over $12 billion in total assets under administration and is a member of the IGM Financial Inc. (TSX: IGM) group of companies supporting over 900 advisors nationally. IGM Financial Inc. is one of Canada's premier financial services companies with $124.7 billion in total assets under management as of October 31, 2010. The IPC legal team was led by Tim Pryor, Vice-President, Legal, Mackenzie Investments (an IPC affiliate and member of the IGM group of companies) and included Mark Pratt, Assistant Vice-President, Legal, Mackenzie Investments; and was assisted by Fasken Martineau with a team that was led by Doug H. Scott and Sean Stevens (M&A) and that included Tracy Hooey and Gina Yee (securities, regulatory), Michael Gleeson, Jeffrey Hergott and Jessica Catton (corporate, M&A), Mitchell Thaw (tax) and Jennifer McAleer (litigation).

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