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....

1 May, 2018 Portfolio Management Wealth Management

Our Perspective – Making Sense of What’s Going On

In six minutes, Rana Chauhan, Counsel’s Chief Investment Strategist, discusses what's been happening in the markets, and explains what Counsel is doing to reduce the impact of short term volatility. Rana puts it all into perspective, and reminds us t...

4 April, 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....

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....

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 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....