For Advisors

OUR RELATIONSHIP BEGINS AND ENDS WITH YOU

Why Partner With Us?

Innovative Capital Protection works collaboratively with accounting and planning advisors to provide the tools to enhance their existing client relationships. As a partnering advisor, we work with you, and never in competition. We understand that, when it comes to your relationship with your clients as their trusted advisor, collaboration and partnership are of upmost importance.

Our team will work directly with you, all partners, and related parties to ensure a smooth and efficient implementation.

Before ever meeting your clients, we first make certain that you fully understand and are comfortable with any plan options of interest.

This is a priority of Innovative Capital Protection’s, as it ensures you maintain the capacity for your focus to remain entirely on your client’s important day-to-day needs.

Innovative partners with national law firms for the implementation and support of all proposed plans.

CONTACT US

Assurance

  • Client relationship remains your own

  • We engage with you first and foremost

  • We will never engage your clients directly

  • You choose to invite us to the table

Differentation

  • Exclusive and proprietary solution for your clientele

  • Stewardship of significant economic benefit

  • Strengthened client relationships

  • Enhanced longevity of client partnership

Clarity

  • Transparent payment structure

  • Fully visible and inclusive process

  • Always accessible for follow-up

  • Simplified administration procedures

Confidence

  • Canadian-Owned Head Offices

  • 75+ Years Experience

  • Supported by National Law Firms

  • Internationally applicable tools

Uncommon Solutions

We specialize in designing unique solutions tailored specifically to maximize the financial success of business owners and incorporated professionals.

Impact

We have perfected planning methods to increase client’s wealth, focusing on delivering maximum value and desired outcomes.

Collaboration

We provide the best solutions for valued clients by working with existing advisors when implementing our
customized solutions.

Expertise

We provide uncompromising commitment to excellence. For over a decade, we’ve offered our services coast-to-coast and internationally, with proven success.

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TESTIMONIALS

“My partnership with ICP helps strengthen my existing client relationships. The process is smooth and effective; as one would expect, but ICP does all the heavy lifting which makes it simple and easy for my clients so that they always feel 100% comfortable and confident moving forward.”

– Financial Advisor, Alberta

“For over a decade I’ve trusted bringing my clients to the table with Innovative Capital Protection because they deliver results my clients can’t get from anyone else.”

– Financial Advisor, Ontario

The most valuable call you’ll make

Your time is a limited resource, and so is ours. In 15 minutes we can walk you through our innovative solution to optimize the financial success of entrepreneurs and professional business owners. If you haven’t spoken with our team, you’ve never seen this tool before. You’ll want to stay on the call longer – we guarantee it.

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