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SPOTTED IN THE NEWS

2019 budget

20 March, 2019

Canada’s Budget 2019-2020

The Federal Government released its new budget for 2019 with various spending measures for the middle class. Our Budget Infographic provides key highlights.

wealth

14 March, 2019

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.

tax planning

28 February, 2019

Video: Making Tax Season Easier

Tax season just got a little easier for IPC Private Wealth clients. Starting the week of March 25, 2019, you will receive your personalized 2018 IPC Private Wealth T

TFSA and RRSP

27 February, 2019

TFSA and RRSP 2019

Saving for the future involves using both RRSPs and TFSAs.

 

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Meet the Team


Marie Phillips, B.A. (Hons), RRC®,CFDS

Wealth Advisor

Cindy Little

Associate Investment Advisor

Code of Ethics

Learn how we conduct ourselves with the utmost integrity
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Understanding Statements

Instructional video on how to understand your statements.
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Contact Us

For your convenience, we have offices in Ancaster and Milton.
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