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....

10 February, 2018

Volatility Returns. A Welcome Relief.

Volatility returned to the markets this month. As we closed out January and entered the first few days of February, the S&P 500 lost 5.0% while Canada’s S&P/TSX lost 5.1%* – unnerving some investors. Markets in Asia also suffered losses over the peri...

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....

2 February, 2018

2018 Toronto Due Diligence conference recap!

To kick off the year, we spent two days with several investment specialists who manage portfolios for Counsel Portfolio Services and IPC Private Wealth at our annual Toronto Due Diligence conference. We talked about the markets’ seemingly unstoppable...

31 January, 2018 Total Client Experience

Money Dates 2018

Money Dates 2018 provides an listing of important deadlines pertaining to Income Tax Returns, Registered Plans, and payment dates for G.S.T. Credits, CPP/OAS Benefits, and Canada Child Benefits....

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

The U.S. Elections

Views from our Investment Specialists: The U.S. Elections The following are the views of our investment specialists on the U.S. elections and the likely consequences of a Clinton or Trump victory and implications, if any, to the positioning of the mandates...