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....

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....

7 September, 2017 Financial Planning Special Reports and Newsletters

IPC Special Report: 2017 Fixed Income

It can pay to have all of your eggs in one basket....

17 May, 2017 Financial Planning

Is Your Corporate Surplus Optimally Invested?

If you’re like many small business owners, you might have a substantial amount of corporate surplus – or surplus cash, or retained earnings – sitting in cash or low-interest vehicles....

9 May, 2017 Financial Planning Special Reports and Newsletters

IPC Special Report: Planning Your Financial Future

Life stages and the impact on financial planning....

15 April, 2017 Financial Planning

Quarterly Program Commentary | Video with Wayne Gillespie

In this interview, Wayne highlights how the various IPC Private Wealth mandates have performed and the contributors and detractors to performance....