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...

23 November, 2017

In Conversation With Our Investment Specialists 

At our 2017 Toronto Due Diligence in January, we caught up with some of our investment specialists to get their views on some of the recent trends affecting our markets and learn about how their are positioning their mandates. Tom Marsico on Trump Tom...

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....

23 November, 2017

Special Report: North Korea

The antagonistic exchange between the leaders of North Korea and the U.S. has dominated the news and caused volatility to increase. It’s important to stay above the noise and remain calm at times like this. Find out why. Click here for special report