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Investor Education Centre Reports
Reports and Newsletters
"Knowledge is power"
We believe in keeping our clients up to date on all aspects of wealth management. We deliver several publications on a regular basis. If you wish to receive one of our free reports or newsletters by email, please visit the Contact Us page to select your preferences.
Special Report
IPC Special Report (Facts about Your RRSP for this Tax Season) - January 1, 2010
IPC Special Report (To ETF or not to ETF?) - November 4, 2009
IPC Special Report (Segregated Funds vs Mutual Funds) - March 6, 2009
IPC Special Report (2009 Federal Budget) - February 2, 2009
IPC Special Report (Facts about your RRSP) - December 31, 2008
IPC Special Report (Should you borrow for your RRSP?) - December 31, 2008
IPC Special Report (Retirement Savings Update) - December 15, 2008
IPC Special Report (Results of the US Election) - November 6, 2008
IPC Special Report (Keep a Cool Head) - October 8, 2008
IPC Special Report (What‘s going on with the Markets?) - September 17, 2008
IPC Special Report (Tax Free Savings Account) - August 25, 2008
IPC Special Report (Cost for Education) - August 25, 2008
IPC's Intelligent Investor
IPC's Intelligent Investor (Avoid a Big RRSP Mistake) - February 18, 2010
IPC's Intelligent Investor (2009 – A Year in Review) - January 7, 2010
IPC's Intelligent Investor (Why You Need to Rebalance Your Portfolio) - November 30, 2009
IPC's Intelligent Investor (Where does your retirement plan stand?) - October 19, 2009
IPC's Intelligent Investor (Markets are dynamic not static) - September 30, 2009
IPC's Intelligent Investor (Markets Don't Lose Money — People Lose Money) - August 7, 2009
IPC's Intelligent Investor (Your Decisions Do Matter) - July 10, 2009
IPC's Intelligent Investor (The Irrational Investor) - June 1, 2009
IPC's Intelligent Investor (Is This The Rally?) - May 15, 2009
IPC's Intelligent Investor (Are you taking Advantage of Dividends?) - March 30, 2009
IPC's Intelligent Investor (Listen to the Old Pros) - February 24, 2009
IPC's Intelligent Investor (Diversification in Difficult Times) - January 21, 2009
Business Owners Report
IPC Business Owners Report (Challenges of Succession Planning) - April 16, 2007
IPC Business Owners Report (IPP Retirement Funding) - January 15, 2007
IPC Business Owners Report (Is a Personal Corporation for you?) - October 16, 2006
IPC Business Owners Report (Protecting Your Most Valuable Asset) - July 17, 2006
IPC Business Owners Report (BuySell Agreements) - March 17, 2006
IPC Business Owners Report (Succession Planning Issues for Family-Run Businesses) - January 13, 2006
Live Your Dream Report
Live Your Dream Report - Volume 7 - June 20, 2006
Live Your Dream Report - Volume 6 - November 21, 2005
Live Your Dream Report - Volume 5 - October 17, 2005
Live Your Dream Report - Volume 4 - August 22, 2005
Live Your Dream Report - Volume 3 - June 17, 2005
Live Your Dream Report - Volume 2 - March 16, 2005
Live Your Dream Report - Volume 1 - January 17, 2005
Articles
Nearly one in four investors have withdrawn RRSP funds: poll
Only half of RRSP investors follow retirement plan: survey
Retirement dreams never become reality for some Canadians
Research says: Don't chase performance
Should you name your estate as beneficiary?
How best to insure your mortgage
Who will inherit your joint bank accounts
Profit from these education savings strategies
Dividend funds offer stability and growth
Keep those renovation receipts
Relief for Small Business, Introducing the IPC Business Account
Adapt your retirement plan to tough markets.
Does your plan protect your savings and income?
5 ways to leave a legacy of family harmony
Staggering is key to GIC investing
How to figure out your quarterly tax figures
Who will inherit your RRSP assets?
Rebalance to reduce risk and maintain your plan
Universal life insurance: A vital part of a comprehensive financial plan
Weigh the risks and benefits before borrowing to invest
Try these powerful strategies for saving on your mortgage