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“If I have seen further, it is by standing upon the shoulders of giants” – Sir Isaac Newton When Chris Reynolds co-founded Investment Planning Counsel in 1996, he set out on a mission to help entrepreneurial financial advisors build better businesses. Since then, he’s remained steadfast in this mission. Chris believes that at the heart of any great business is remarkable client experience: how you meet the needs of your clientele, how you evolve with them as they change and, ultimately, how you leave your clients feeling about you after every single interaction they’ve had with you and your business. A life-long learner, Chris is always learning from the best of the best – from within our industry and from outside. In his podcast, Turning the Page, Chris will bring you the stories, the lessons, and the winning ideas from the people who have made it and from those who are reshaping the future of financial advice.
Episodes
Monday Mar 02, 2026
Monday Mar 02, 2026
For many advisors, growth is usually through one path: gathering assets one client at a time. But increasingly, the fastest—and often smartest—path to scale is through acquisition: buying retiring advisors’ practices. As many advisors across Canada are on the verge of retirement, if you’re looking to grow your business, this is a great time to take advantage of this opportunity.
Advisors weren’t trained to think like buyers. Acquisitions raise real questions—about valuation, cash flow, risk, and financing. So how do you go down this path?
My guest today, Tom de Larzac, helps advisors every day make thai happen. He’s worked across the financial industry focusing on cash-flow-based lending for specialty businesses, with deep experience in valuations, acquisitions, and growth financing. He’s worked with business owners and brands across multiple industries, helping them think strategically about capital—not just as funding, but as a tool for long-term growth.
Tom is part of Care Lending Group, a privately held Canadian financing firm that specializes in tailored lending solutions for niche industries—including wealth management. Within their advisory division, Care Lending Group works closely with independent advisors to support acquisition, succession, and enterprise-value growth strategies.
With an initial portfolio exceeding $350 million and a growing national client base, Care Lending Group is known for combining deep industry expertise with a relationship-driven approach. Unlike traditional lenders, CLG focuses on understanding each client’s unique business model and delivering customized financing solutions that align with long-term goals, not one-size-fits-all lending.
Care Lending Group has become a partner with Investment Planning Counsel to help advisors in the IPC Pinnacle program grow their business through acquisitions as advisors across Canada continue to retire.
Learn more about Care Lending Group at https://carelendinggroup.com/
Pick up a copy of Chris Reynolds’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca
Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast
If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!
Cheers!
Chris
Monday Feb 16, 2026
Monday Feb 16, 2026
There is a shift happening in wealth. Recently at one of our seminars, a speaker asked “Who do you think controls the decision making on most of the personal wealth in North America right now?” The answer: Women aged 45-55. Why? Because they make decisions for their kids and their parents as well as their own family.
Within a generation or two, we’ve seen this major shift in who makes decisions when it comes to wealth management. There are so many under-served segments of our community that are becoming major decision makers: women, younger generations and secondary decision-makers in client families.
How do you engage these growing demographics and how do you engage in this traditionally underserved and somewhat untapped market?
Marissa Teeter is a sought-after business advisor, executive coach and keynote speaker/moderator with a solid track record and impressive results as a senior wealth executive and business leader. She has both led and coached leaders who own/run multi-million and multi-billion-dollar enterprises.
Marissa is an exceptional communicator and facilitator and has over 20 years of business development, wealth management and executive leadership under her belt. She has held corporate executive roles, helped build and run a boutique wealth management firm, consulted Fortune 500 companies, and helped fuel a handful of start-up companies along the way. Marissa is also the host of her own podcast, “Teeter Talks.”
Learn more about Marissa and find links to her podcast at https://www.marissateeter.com/
Pick up a copy of Chris Reynolds’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca
Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast
If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!
Cheers!
Chris
Monday Feb 02, 2026
Monday Feb 02, 2026
Tension and problems are just human nature - we will come across it in our business with our clients and even with members of our team. And over the last few years, as the world has been changing, it feels these emotions and tensions are even stronger than ever before. Human nature sometimes pushes us to stray away from the tension and conflict, but today’s guest is here to tell us that we can harness it to actually be a competitive advantage! Tim Arnold spoke at a recent company retreat and his message resonated with me so much that I wanted to share this story with you.
For over two decades, Tim Arnold has empowered organizations—from Fortune 500 companies to grassroots non-profits—to navigate leadership, change, and complexity with confidence.
Tim is a leadership development expert. He has spent over two decades helping leaders navigate complexity, build effective teams, and drive results within organizations such as the United Nations, World Vision, UPS, Allstate Insurance, and Stanford Medicine. His diverse experiences, from launching, scaling, and selling a successful for-profit business to leading a homeless shelter, have provided him with invaluable insights into the challenges and triumphs of leadership.
His expertise is particularly focused on helping leaders harness the power of “AND” thinking in an Either/Or world—a concept central to his bestselling books, “Lead with AND” and “The Power of Healthy Tension.”
Pick up a copy of Chris Reynolds’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca
Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast
If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!
Cheers!
Chris
Monday Jan 19, 2026
Monday Jan 19, 2026
As an entrepreneur, it can feel like there’s a million things going on at one time that we must deal with. Client calls, paperwork, compliance, working with your staff, living life and being with your family! Yet so many people can really focus and execute at such a high level, accomplishing amazing things with their time. Sometimes it looks like magic!
How are they able to do that without burning out?
My guest today, Gabriella Mengstab, is a performance strategist with over 18 years of experience in financial services, including leadership roles at PIMCO, Allianz, and Perpetual. She’s worked across operations, trading, and business development. But her sweet spot lies at the intersection of sales performance and human potential.
Gaby specializes in the neuroscience of flow, focus, and cognitive clarity—equipping sales leaders and advisors with tools to reduce overload, unlock deep work, and execute under pressure.
Gabriella holds an MBA from NYU Stern and is certified through the Flow Research Collective, with extensive training in cognitive behavioral science, neuroscience, breathwork, and meditation. In 2023, a performance training she developed for financial advisors at Perpetual was named a finalist for the Barron’s & MMI Asset Management Awards, recognizing her unique ability to merge commercial acumen with cognitive mastery.
Gabriella is the founder of KinderWell, a performance consultancy helping financial professionals upgrade their internal operating system so they can lead, sell, and live at their highest level without burning out.
Learn more about Gaby and her program at https://www.kinder-well.com/about-1
Follow Gaby on LinkedIn at http://www.linkedin.com/in/gabriella-mengstab
Pick up a copy of Chris Reynolds’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca
Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast
If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!
Cheers!
Chris
Monday Jan 05, 2026
Monday Jan 05, 2026
EP 98: Hot Topics for High Net Worth Clients in 2026 with IPC’s Simon Bowers
Welcome to 2026 and a brand New Year! A clean slate full of possibilities! Before we start to forget our resolutions and the high of the holidays fades away, we’re taking a moment to look back at last year in the financial world AND to talk about the hot topics that might be driving this year’s markets - what should you be looking out for? What’s important for high-net-worth investors right now?
Joining me today to talk about it is Simon Bowers, Private Wealth Portfolio Manager at IPC. Simon joined IPC in 2022 after a 20-year stint at an investment counselling firm where he was both Head of Retail Trading and a Vice-President & Portfolio Manager. Simon’s portfolio management responsibilities included both a High-Net-Worth SMA for client accounts as well as the firm’s largest fixed income fund. Before then he worked at an independent brokerage firm in trading & trade support and at one of Canada’s largest insurers supporting their demutualization.
Pick up a copy of Chris Reynolds’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca
Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast
If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!
Cheers!
Chris
Monday Dec 15, 2025
Monday Dec 15, 2025
As we start to wrap up and put a bow on 2025, I’m taking a look back at everything that happened in the wealth management world in 2025 and giving you the keys to succeed in 2026. I truly mean it when I say there hasn’t been a better time to be in the financial advice business. And if you follow the playbook, you’ll succeed.
Joining me on my year end podcast is our Podcast Production Partner, Matt Haze from Haze Creative. You can follow Matt on Instagram at http://instagram.com/matthaze
Pick up a copy of Chris Reynolds’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca
Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast
If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!
Cheers!
Chris
Monday Dec 08, 2025
Monday Dec 08, 2025
Let’s be honest: it’s been a bit of a crazy year. As we head into the holiday season, you’re happy to be able to take a minute, take a breath and just enjoy the time with your family and friends.
I thought it’d be nice to end the year with some good news stories. And to do that - I’m bringing on someone who literally wrote the book on it! Chris Snyder comes from the wealth management space, but now spends his time writing a fantastic blog reminding us of all the good news in the world we might not hear about or the things we should remember. And today he’s here to bring a positive light on the year and share some good news with us!
In 1974,as one of the pioneers in Personal Financial Planning in Canada, Chris co-founded The ECC Group, Personal Financial Advisors, one of Canada’s first broad-based Personal Financial Planning firms, staying as managing chair until 2021. During his career, he was the vice chair of the Canadian Association of Financial Planners and designed and implemented the RFP (Registered Financial Planner) program. He also wrote several bestselling books and several hundred articles on personal finance.
Get a special holiday price on Chris Snyder’s book, 52+ GOOD NEWS STORIES, as well as an added discount when you buy 10 copies or more! (a great gift for your clients!) Buy your copies at https://hilborn-civilsectorpress.com/products/52-good-news-stories-holiday-offer
You can read Chris’s Good News Blog at http://ChrisSnyder.makeanimpact.ca
Pick up a copy of Chris Reynolds’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca
Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast
If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!
Cheers!
Chris
Monday Nov 24, 2025
Monday Nov 24, 2025
We all try to give back to the community that we serve. I’ve talked about how advisors within IPC give back not only to communities in Canada but around the world. Philanthropy can also be harnessed as a game-changing strategy for client relationships, legacy planning, and business growth. Some advisors have made it a major part of their business model. Many advisors have clients that have charitable donations as a major part of their own wealth plan.
My guest today, John Bromley, has a very unique perspective on this topic and even built something very unique and awesome in this space - a whole platform for it. He’s redefining how donors—and their advisors—think about generosity.
John Bromley, founder and CEO of Charitable Impact, Canada’s first fully online donor-advised fund that has facilitated over $1.5 billion in charitable giving. John is passionate about simplifying philanthropy and empowering individuals to create meaningful change. With a background in corporate finance and a lifelong connection to the charitable sector, John is here to share his insights on generosity and the future of giving.
Learn more about Charitable Impact at https://www.charitableimpact.com/
Pick up a copy of Chris’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca
Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast
If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!
Cheers!
Chris