SPOTTED IN THE NEWS

6 November, 2018

Understanding your Net Worth

Just like going to the doctor to assess your health, tracking your net worth on a regular basis is an essential aspect of your financial well-being. What would a che

24 October, 2018

Our Perspective – Tune Out the Noise

In this client-friendly video, Rana discusses the recent market volatility and puts it into historical perspective. He explains what happened and what Counsel is doi

12 October, 2018

Market Downturn is Short-Term Noise

The U.S. stock market has been sliding for six straight days, while stocks in Canada are also taking a tumble. It is important to remember that a market downturn is

4 October, 2018

Business Succession Planning 101

Selling a business or passing it on to the next generation can be the most important financial event in an entrepreneur’s lifetime. But Canadian small business owner

You made it easy and comfortable for me

This is exactly what I need at this point and time in my life. You made it easy and comfortable for me.” - Andy K

The best move we could have made.

Marie and Cindy: Many thanks to yourself and Cindy for your efforts over the last few weeks. The transfer of assets is going smoothly and your replies to my questions are quick and informative. When I think of the service I received from my former investment managers and investment company it was not comparable by any means. The two of you (and probably others in the background) have gone beyond what we expected. So, what am I saying: "The best move we could have made." -Allan and Joan C.

Praise is best heard in the third person

"With having limited knowledge of investments, my husband and I were referred to Marie Phillips at IPC Securities to help direct and plan for our retirement. Marie took the time to go through the numbers, our lifestyle and our expectations to help us set realistic and achievable goals in order for us to accomplish our dreams. Today our dreams have been realized. A huge “thank you” goes out to Marie and her staff for helping us get to where we are today! signed….living in Panama! " - Virginia

Praise is best heard in the third person

"Marie does a great job of listening to my financial needs and finding the right solutions, I feel confident knowing that Marie is looking out for my best interests." - Joanne T.