20 September, 2018 Wealth Management

Introducing Alternative Investments

IPC Private Wealth investors now have access to a Multi-Strategy Alternatives mandate - a strategy that provides access to true alternatives, including real estate, hedge funds, infrastructure, and private equity. Our newest solution gives you the op...

7 August, 2018

Our Perspective – Certainties and Uncertainties

In under 5 minutes, Rana Chauhan, Counsel’s Chief Investment Strategist, discusses the uncertainties we’ve been experiencing in the markets, and highlights some certainties we can feel good about. He also explains how Counsel is positioning their por...

21 June, 2018 Retirement Planning

Take Control of Your Retirement Income

Turbulent markets, uncertain employment, shifting demographics and ever-changing retirement saving options can make planning a challenge....

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....

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....

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....

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

Why advisors need to be proactive in estate-planning conversations

Estate planning conversations tend to be difficult. Read these techniques by Marie Phillips, IPC Securities, Next Steps Planning on having this important conversation with your clients....

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....