14 September, 2017 Special Reports and Newsletters

Women and Wealth

By 2026, women in Canada will control close to half of all accumulated financial wealth. What’s driving this shift and how will the planning priorities for women change the face of investment advice in Canada?...

7 September, 2017 Special Reports and Newsletters

IPC Special Report: 2017 Fixed Income

It can pay to have all of your eggs in one basket. When interest rates go up, most people are worried about the impact on their mortgage..........

19 July, 2017 Special Reports and Newsletters

Intelligent Investor: Expert Estate Planning: Leaving a Lasting Legacy

Estate planning is the process of organizing your assets accumulated during your lifetime and planning for the tax-effective transfer of these assets upon your death. .........

24 May, 2017 Special Reports and Newsletters

Intelligent Investor: Plan Your Retirement Income

Important considerations when planning your retirement..........

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....

8 May, 2017 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....

23 March, 2017 Special Reports and Newsletters

IPC Special Report: 2017 Federal Budget Highlights

Here are notable highlights from this year's Federal Budget......

15 March, 2017 Special Reports and Newsletters

Intelligent Investor: RRSP & TFSA Infographic

Saving for the future involves using both RRSPs and TFSAs.......