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: “The Six Circle Strategy” by Chris S. Reynolds 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: LinkedIn: Chris S. Reynolds Investment Planning Counsel Turning the Page Podcast 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 experience, people, and business to every facet of his role. Beginning his career as a Financial Advisor, he has served the wealth management industry for over 30 years, consistently contributing, innovating, and sharing his breadth of knowledge and insights on how Advisors can best serve their clients. He’s authored two books, hosted several radio talk shows, and appeared at multiple conferences (Advocis, CAFP) across Canada. Today, Chris focuses much of his energy on inspiring his team to create and embrace new opportunities in the wealth management industry, guided by evolving client needs. He’s a strong advocate for the value of advice delivered by professional financial advisors and consistently encourages all those he works with to efficiently deliver human-centered advice to Canadian families in increasingly impactful and tailored ways. Since 2022, Chris has been hosting the ‘Turning the Page’ podcast where he brings winning ideas and learnings to help advisors better navigate relationships, excel at client experience and overall, build a better business. The podcast has featured a multitude of people from advisory industry veterans to visionaries across different verticals. This year, Chris is currently launching his third and newest book, The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom based on his experiences working with and studying the habits of the very best entrepreneurs in the world.
