2 February, 2018 Special Reports and Newsletters

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....

31 October, 2017 Special Reports and Newsletters

Quarterly Program Commentary | October 2017

Wayne Gillespie, Director & Senior Portfolio Strategist, discusses how recent events, such as rising interest rates and geopolitical tensions have impacted the markets this quarter. Watch the interview to learn some of the portfolio management...

27 October, 2017 Special Reports and Newsletters

IPC Special Report: Women and Wealth Management

Life expectancies, generational wealth transfer and better career opportunities are just some of the reasons that women are going to be confronted with more financial decisions than ever before....

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?...

24 May, 2017 Retirement Planning 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....