8 May, 2018 Special Reports and Newsletters Wealth Management

Intelligent Investor: Wealth Transfer

Wealth Transfer 101: The biggest inter-generational wealth transfer in Canadian history is taking place right now. Read the e-book to learn more....

3 April, 2018 Special Reports and Newsletters

IPC Special Report: Navigating Life’s Major Events

The stage of life you are in now affects your financial planning strategies. This infographic provides a good roadmap, outlining the costs at each stage of life....

27 March, 2018 Special Reports and Newsletters Tax Planning

IPC Private Wealth Tax Packages

Our IPC Private Wealth clients can expect to receive their tax packages in the mail sometime the week of March 19th, 2018. Watch this helpful video which explains the package and be sure to give the WHOLE package to your accountant....

28 February, 2018 Special Reports and Newsletters

IPC Special Report : Budget 2018 -The Highlights

The Liberal government's budget on February 27, 2018 introduced changes that may affect your individual and family finances....

21 February, 2018 Special Reports and Newsletters

Intelligent Investor: (RRSP & TFSA and your financial goals)

Saving for your future may involve using both an RRSP and a TFSA....

9 February, 2018 Special Reports and Newsletters

Our Perspective

Rana Chauhan, Counsel’s Chief Investment Strategist, cuts through the fog and discusses what's happening in the Canadian, U.S. and international markets over the quarter,...

5 February, 2018 Special Reports and Newsletters

Intelligent Investor: Money Facts 2018

Wealth Transfer 101: A reference guide that breaks down contribution limits for RRSPs and TFSAs....

26 January, 2018 Special Reports and Newsletters

IPC Advisors Win Top Marks on Client Loyalty

In a recent Client Satisfaction Survey, IPC Advisors received some of the best ratings from their clients in major categories like ‘knowledge’ and ‘honesty’ – but surpassed all of the big banks’, brokerages and dealers on client satisfaction....

23 November, 2017 Special Reports and Newsletters

Toronto Due Diligence Recap 2017

On January 18th and 19 th, just as the U.S. was poised to swear in its 45th, and perhaps most controversial president, we were at a Due Diligence conference in Toronto with several of your investment specialists from the U.S. and Canada....