What’s Stopping You? Overcoming Barriers to a Rewarding Succession

Dan Nolan has been a financial advisor since 1992. Since his succession to IPC Pinnacle—IPC’s corporate branch—Dan has assumed the role of Vice-President of Growth and Development for IPC’s corporate branches. He’s responsible for helping advisors within IPC Pinnacle systemize, build, and grow their businesses. Nolan, who has a deep understanding of the challenges and opportunities facing advisors today, also provides strategic guidance, training, coaching, and mentorship to other advisors in the business.

John Novachis, Executive Vice President and Head of Advisor Growth and Succession at IPC, drives the recruiting of top-performing advisors, along with assisting advisors in building profitable businesses. With more than 25 years of experience at IPC, John has led various initiatives related to advisor recruitment and transitions, business valuations and succession planning. John is one of Canada’s foremost experts on advisor-related succession planning, writing papers and speaking at many conferences on this issue. John and his team help advisors monetize their business, protect client relationships, and exit on their terms.

Crystal Ramage, a CFP and former investment advisor, spent years as a partner in an advisory business, which she helped grow into a thriving business. In 2020, she oversaw the sale of the business to IPC, where she is now Vice-President of Operations for IPC Pinnacle, the corporate branch for IPC. She manages the day-to-day operations, while helping the IPC Pinnacle advisors with the implementation of their client experience systems. She is always trying to ensure advisors and their teams achieve successful business transitions.

Bryan Borzykowski is an award-winning business, finance and investing journalist with bylines in many top publications, including the New York Times, CNBC, Forbes, the Globe and Mail and BNN Bloomberg. He’s also the author of several personal finance books, a sought-after media commentator on CTV and SiriusXM. Bryan is also the founder and CEO of ALLCAPS Content, a finance-focused content and marketing agency.