JULY 2017
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Estate Planning Basics
Over the years, I've had many clients who need help with their estate plans. For some, estate planning seems like something to do later in life, when it's time to "put your affairs in order." Nothing could be further from the truth.

Rethinking Investment Risk
As a financial advisor, I often have the "investment risk" conversation with clients approaching retirement age. Traditionally, this has meant telling clients approaching retirement that it's time to move into lower-risk investments.

Summertime Dining Options
What says summer more than sharing a meal outdoors with family and friends? Here are two great ways to entertain while enjoying the sun-kissed warmth of summer.

Investment Planning Counsel
5015 Spectrum Way, Suite 200
Mississauga,ON, L4W 0E4
Phone: 905.212.9799
Toll Free: 1.877.212.9799
Fax: 905.212.9798
E-mail: ipc@ipcc.ca
Web: http://www.ipcc.ca


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©2017 Investment Planning Counsel
Disclaimer: This Report is written by Investment Planning Counsel, a fully integrated Wealth Management Company. Mutual funds available through IPC Investment Corporation and IPC Securities Corporation. Securities available through IPC Securities Corporation, a member of the Canadian Investor Protection Fund and a member of the Investment Industry Regulatory Organization of Canada. Insurance products available through IPC Estate Services Inc. Mortgage Broker Services provided by Invis Inc. (Lic.# ON 10801 / SK 315928) or Mortgage Intelligence Inc. (Lic.# ON 10428 / SK 315857).

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