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....

3 April, 2018 Financial Planning Special Reports and Newsletters

Women & Financial Confidence

Let’s change the narrative that women lack financial confidence. Working with the right Advisor helps. Our 4-Point Advisor Assessment Framework set outs questions you should ask yourself....

4 October, 2017 Financial Planning

Women have distinct financial planning needs

The financial assets controlled by Canadian women as well the income earned by women is projected to grow significantly over the next decade....

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....

9 May, 2017 Financial Planning Special Reports and Newsletters

IPC Special Report: Planning Your Financial Future

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

30 March, 2017 Financial Planning Special Reports and Newsletters

Listen now ...Marie Phillips featured in 680 news!

Over this past weekend Marie Phillips, Wealth Advisor, was featured in a radio segment on 680 news....

3 March, 2017 Financial Planning Retirement Planning

When a Spousal RRSP Still Makes Sense

A spousal Registered Retirement Savings Plan (RRSP) is all about paying less tax during retirement. The higher income spouse contributes to the plan during working years, but withdrawals in retirement are favourably taxed in the hands of the lower in...

13 January, 2017 Financial Planning

RRSP Season is Approaching

The RRSP contribution deadline is March 1, 2017. Generally, people know an RRSP is important when it comes to saving for their retirement, what they might not know is how to get the most out of this investment option....

24 November, 2016 Financial Planning

Big Bonus, Big Plans

Getting a year-end bonus? Here are some things to consider. Many companies pay annual discretionary bonuses to employees, either at year’s end or in the first few weeks of the following year. You may have been receiving a bonus for years now (possibly...

29 September, 2016 Financial Planning

Smart Talk About Your Insurance Options

When considering the purchase of insurance, the various available options can be a bit perplexing and stressful. Your advisor’s role is to analyze your particular situation and help you choose the best combination of coverage and payment options. They...