Wealth management firms · CanadaShare of AI answers, topic by topic
Investment Planning Counsel
By topic
- Corporate Ownership & Accuracy20%#16Leader ████
- Choosing an Advisor0%Not namedLeader ████
- Fees & Cost0%Not namedLeader ████
- Firm Comparison & Reputation0%Not namedLeader ████
- High Net Worth & Business Owners0%Not namedLeader ████
- Independent vs Bank0%Not namedLeader ████
The questions where AI recommends Investment Planning Counsel
Investment Planning Counsel on each engine, question by question
| Question |  ChatGPT |  Perplexity |  AI Overview | Named first |
|---|---|---|---|---|
| Which Canadian wealth management firms have been acquired recently? | Not named | Not named | Not named |  Harbourfront Wealth |
| Best wealth management firm in Canada for retirees | Not named | Not named | Not named |  RBC Wealth Management |
| Best private wealth management for high net worth Canadians | ███ | ███ | ███ | █████ |
| Who are the best wealth management firms in Canada? | ███ | ███ | ███ | █████ |
| How much money do you need to work with a wealth management firm in Canada? | ███ | ███ | ███ | █████ |
| Which wealth management firm in Canada is best for business owners? | ███ | ███ | ███ | █████ |
| Which Canadian wealth management firms are not owned by a bank? | ███ | ███ | ███ | █████ |
| Best wealth management firm in Canada for selling a business | ███ | ███ | ███ | █████ |
| Which Canadian wealth management firm should I choose for a $5 million portfolio? | ███ | ███ | ███ | █████ |
| Top rated investment dealers in Canada | ███ | ███ | ███ | █████ |
Investment Planning Counsel vs its closest competitors in AI answers
IInvestment Planning Counsel0.6%vs1answers name both
BMO Private Wealth22.9%Named together in 1 answerCompare →IInvestment Planning Counsel0.6%vs1answers name both
Burgundy Asset Management1.2%Named together in 1 answerCompare →IInvestment Planning Counsel0.6%vs1answers name both
Cumberland Private Wealth1.8%Named together in 1 answerCompare →IInvestment Planning Counsel0.6%vs1answers name both
De Thomas Wealth Management1.2%Named together in 1 answerCompare →IInvestment Planning Counsel0.6%vs1answers name both
Desjardins0.6%Named together in 1 answerCompare →Every matchup, engine by engineHow ChatGPT, Perplexity and Google AI Overview rank Investment Planning Counsel against each of these, in its dashboard.Unlock free →
BMO Private Wealth22.9%Named together in 1 answerCompare →IInvestment Planning Counsel0.6%vs1answers name bothBurgundy Asset Management1.2%Named together in 1 answerCompare →IInvestment Planning Counsel0.6%vs1answers name bothCumberland Private Wealth1.8%Named together in 1 answerCompare →IInvestment Planning Counsel0.6%vs1answers name bothDe Thomas Wealth Management1.2%Named together in 1 answerCompare →IInvestment Planning Counsel0.6%vs1answers name bothDesjardins0.6%Named together in 1 answerCompare →Every matchup, engine by engineHow ChatGPT, Perplexity and Google AI Overview rank Investment Planning Counsel against each of these, in its dashboard.Unlock free →Investment Planning Counsel against each rival, engine by engine
Named first when both appear: Investment Planning Counselthe rival
| Investment Planning Counsel against | ChatGPT | Perplexity | AI Overview |
|---|---|---|---|
| BMO Private Wealth | 01 | Never together | Never together |
| Burgundy Asset Management | ██████ | ██████ | ██████ |
| Cumberland Private Wealth | ██████ | ██████ | ██████ |
| De Thomas Wealth Management | ██████ | ██████ | ██████ |
| Desjardins | ██████ | ██████ | ██████ |
The sources AI cites when it names Investment Planning Counsel
| Domain | Citations | Pages |
|---|---|---|
 investmentexecutive.com | 9 | ███ |
 wealthprofessional.ca | 7 | ███ |
 advisor.ca | 4 | ███ |
| desjardins.com | 3 | ███ |
 wellington-altus.ca | 3 | ███ |
 ia.ca | 2 | ███ |
Summary for citation
Investment Planning Counsel is named in 0.6% of 166 AI answers about wealth management firms in Canada, collected from ChatGPT, Perplexity and Google AI Overview between 2 and 3 October 2026. The ranking puts Investment Planning Counsel tied for 56th among 134 wealth management firms, level with 78 other firms. The engines name Investment Planning Counsel most often alongside BMO Private Wealth and Burgundy Asset Management.