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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 (The 2013 Federal Budget) - March 22, 2013
IPC Special Report (Year-Round Tax Strategies) - December 3, 2012
IPC Special Report (Year-End Tax Tips for 2012) - November 30, 2012
IPC Special Report (Budget Bulletin 2012) - April 2, 2012
IPC Special Report (2011 Federal Budget Proposal Highlights) - June 14, 2011
IPC Special Report (Japan: Volatility likely to continue) - March 16, 2011
IPC Special Report (Top Ten Tax Saving Tips for 2011) - March 2, 2011
IPC Special Report (Are you Being Swayed) - July 29, 2010
IPC Special Report (Canada Pension Plan) - April 12, 2010
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's Intelligent Investor
IPC's Intelligent Investor (Practice Good Investing Habits) - May 15, 2013
IPC's Intelligent Investor (Market Commentary: First Quarter 2013) - April 18, 2013
IPC's Intelligent Investor (Committing to Your New Year’s Resolutions) - January 24, 2013
IPC's Intelligent Investor (Strategic vs. Tactical Asset Allocation) - December 5, 2012
IPC's Intelligent Investor (Focus on Your Plan) - October 17, 2012
IPC's Intelligent Investor (Portfolio Philosophy versus Track Record) - September 19, 2012
IPC's Intelligent Investor (Meeting Your Income Needs) - August 29, 2012
IPC's Intelligent Investor (Study Gauges the Value of Financial Advice) - June 21, 2012
IPC's Intelligent Investor (Buy Low, Sell High) - March 23, 2012
IPC's Intelligent Investor (Lessons from 2011) - January 25, 2012
IPC's Intelligent Investor (Don’t Let Volatile Markets Spook You) - October 26, 2011
IPC's Intelligent Investor (The View From Your Investment Specialists) - September 28, 2011
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