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Focus on what matters to you
David Ragan of Mawer Investment Management discusses his stock selection process and the incredible value of growing companies in a low growth world in his outlook for 2021.
Corrado Tiralongo
January 06, 2021 - Value of Advice
In his year-end letter, Counsel Portfolio Services CIO, Corrado Tiralongo, outlines his big three macro themes for 2021 and why he has great hope for what lies ahead.
Focus on what matters to you
David Picton of Picton Mahoney Asset Management discusses his positive outlook for growth as we enter a new fundamental economic cycle in 2021.
November 25, 2020 - Retirement Planning Value of Advice
Has the pandemic changed your financial priorities? If there's one thing this year has shown us, it's how life can change on a dime. 
Estate Planning: Protecting Your Heirs and Beneficiaries
September 01, 2020 - Estate Planning
Our e-book highlights the various tools and strategies you can use to protect, build, and preserve your assets, so your loved ones will receive the legacy you intend to leave them.
Estate Planning
October 01, 2020 - Estate Planning
This e-book reviews the various factors you need to consider regarding the transfer of your estate.
August 01, 2020 - Estate Planning
Whether your assets are big or small, you should have an estate plan. We broke down the what, why, and how in this e-book to help make estate planning easier to understand.
November 24, 2020 - Retirement Planning Wealth Transfer
Many Canadians are increasingly relying on their own resources to fund their retirements. Here are ten strategies to make your RRSP grow and support your retirement goals.
IPC Portfolio Services
August 19, 2020 -
What is a portfolio service, and why do you need independence in money management? Read more to find out and see if a portfolio service is the right choice for you.
IPC portfolio service
September 02, 2020 -
What do portfolio services offer? Learn more about a selection of portfolio management service options that fit your investing preferences.
Portfolio service
September 14, 2020 - Portfolio Management
Are you looking to work with a financial advisor to help define your investment strategy? Learn more and take the next steps towards achieving your financial goals.
Choosing a Portfolio Manager
September 29, 2020 - Portfolio Management
When choosing a portfolio service provider, some may meet your needs more effectively than others. Use this checklist to help you choose a provider that fits your investing preferences.
October 14, 2020 - Portfolio Management
Interested in investment management but unsure about the cost? Learn about our cost breakdown, to help you choose the right services to meet your financial planning goals.
Money Dates 2020
August 05, 2020 - Wealth Transfer
This infographic highlights important deadlines, such as income tax returns and CPP and OAS benefit payment dates.
A Tax-Free Savings Accounts (TFSA) is a flexible savings account. Learn the basic facts about this savings tool.
March 20, 2019 - Wealth Transfer Value of Advice
The Federal Government released its new budget for 2019 with various spending measures for the middle class. Our Budget Infographic provides key highlights.
October 15, 2019 - Value of Advice
The ads are everywhere: invest online and cut out the middleman. Yet, an overwhelming majority of Canadians believe that financial advisors have a positive impact on their clients, their families...
November 19, 2019 - Value of Advice
One of life’s greatest satisfactions is knowing that you’ve made a difference. And when that difference comes from charitable giving, you’re able to support a cause you believe in and help the...
November 19, 2019 - Retirement Planning
RRSPs are a great tool for retirement planning. Check out our e-book and learn more, including a few simple strategies that can help you take advantage of your contributions.
January 23, 2020 - Value of Advice
A quick reference guide that outlines contribution limits for RRSPs & TFSAs and more.