Success stories often look inevitable in hindsight, but the real lessons come from the messy, uncertain early days.
In this episode, John and Alex Soutsos sit down with industry leader Chris Reynolds, co-founder and executive chair of Investment Planning Council, to discuss what it takes to build a business from scratch. Chris shares how a chance encounter at 15 sparked his fascination with financial services, how the industry evolved from simple insurance offerings to a trillion-dollar mutual fund marketplace, and why every entrepreneur eventually reaches a turning point that forces them to grow or stay small.
Listeners hear candid stories about misjudging people, trusting instincts, battling regulatory change, surviving failed deals, and learning to let go. Chris also explains why independent advice still has a massive runway in Canada and why talent, simplicity, and relationships matter more than anything.
What to expect:
- The early mindset that shaped Chris’s career
- Candid stories of hard lessons and costly mistakes
- How IPC grew through acquisitions and advisor centered design
- What the future looks like for independent advisors
- And more!
Resources:
Register for one of our upcoming events:
- January 28, 2026: Retirement Red Zone – Dinner Presentation
- February 3, 2025: Retirement Workshop Lunch Workshop
Connect with Med-Wealth Financial Services:
- Med-Wealth Financial Services
- LinkedIn: John Soutsos
- LinkedIn: Alex Soutsos
- LinkedIn: Med-Wealth Financial Services
- X (formerly Twitter): Med-Wealth Financial Services
- info@med-wealth.ca
- 905-568-2000
- 1- 888-568-1170
Connect with Chris Reynolds:
About Our Guest:
Chris knows people. Using his natural relationship-building skills and strong business acumen, he founded Investment Planning Counsel (IPC) in 1994. Since then, Chris has helped to grow the company and position it at the forefront of Canada’s ever-evolving wealth management industry. Chris has been involved in the consolidation of the independent wealth management business and is now helping entrepreneurs define their own succession plans. He’s served as President and CEO, now as Executive Chair, and he continues to bring his passion for client expe
Popular Podcasts
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
The Bobby Bones Show
Listen to 'The Bobby Bones Show' by downloading the daily full replay.