6 November, 2018 Special Reports and Newsletters

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 check-up reveal about your net worth?...

24 October, 2018 Special Reports and Newsletters

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 doing to reduce the impact to investors....

12 October, 2018 Financial Planning

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 just short-term noise....

4 October, 2018 Financial Planning Investment Services

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 owners are not succeeding when it comes to succession planning....

24 September, 2018 Estate Planning

Expert Estate Planning: Leaving a Lasting Legacy

Expert Estate Planning: Leaving a Lasting Legacy is an eBook that will walk you through estate planning. Starting with what is estate planning and why it’s important....

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....