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....

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...