11 October, 2018 Financial Planning Special Reports and Newsletters

Market Downturn is Short-Term Noise

The U.S. stock market has declined for six straight days. The S&P 500 dropped 3.3% on Wednesday – its largest single day drop since February 2018. By market close today it had dipped a further 2.06%. Stocks also fell in Canada and in markets across t...

4 October, 2018 Financial Planning Investment Services

Business Succession Planning 101

Selling a business or passing it on to the next generation can be the most important financial event in an entrepreneur’s lifetime. But Canadian small business owners are not succeeding when it comes to succession planning....

24 September, 2018 Estate Planning

Expert Estate Planning: Leaving a Lasting Legacy

Expert Estate Planning: Leaving a Lasting Legacy is an eBook that will walk you through estate planning. Starting with what is estate planning and why it’s important....

7 September, 2018 Wealth Management

Introducing Alternative Investments

IPC Private Wealth investors now have access to a Multi-Strategy Alternatives mandate - a strategy that provides access to true alternatives, including real estate, hedge funds, infrastructure, and private equity. Our newest solution gives you the op...

3 August, 2018 Wealth Management

First Call Program

As your wealth grows, so does the complexity of your needs. Tax and estate planning, legal advice, asset protection, philanthropy, international services... What if you could have access to specialists in all of these areas and more through one centr...

26 July, 2018

Our Perspective – Certainties and Uncertainties

In under 5 minutes, Rana Chauhan, Counsel’s Chief Investment Strategist, discusses the uncertainties we’ve been experiencing in the markets, and highlights some certainties we can feel good about. He also explains how Counsel is positioning their por...

19 July, 2018 Financial Planning Portfolio Management

Quarterly Program Commentary: Value and the U.S.

This quarter, Wayne Gillespie, Director & Senior Portfolio Strategist, shares how U.S. politics and market performance is not only shaping the markets but the decisions we’re making. He also sheds light on some of the major themes we’re watching in o...

19 June, 2018 Financial Planning Investment Services Retirement Planning

Intelligent Investor: Retirement Income Planning

The truth is, more Canadians are retiring, and with changes in pension structures and uncertain market conditions, the landscape you need to navigate to have the retirement you are hoping for is far more complex for than ever before....

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....

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