Skip to Content
LOG DU CLIENT
Counsel Portfolio Services
IPC Private Wealth
LOG DU CLIENT
Category results - IPCC Corporate
October 15, 2019 -
The Human Dimension 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...
September 24, 2019 -
Estate Planning: First Steps
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.
April 01, 2019 -
A quick reference guide that outlines contribution limits for RRSPs & TFSAs and more.
March 20, 2019 -
Canada’s Budget 2019-2020
The Federal Government released its new budget for 2019 with various spending measures for the middle class. Our Budget Infographic provides key highlights.
February 19, 2019 -
TFSA & RRSP Guide.
Saving for the future involves using both RRSPs and TFSAs.
February 05, 2019 -
Money Dates 2019
This infographic outlines important deadline dates for tax returns, OAS, CPP benefit payments and more.
December 14, 2018 -
A Tax-Free Savings Accounts (TFSA) is a flexible savings account. Learn the basic facts about this savings tool.
December 07, 2018 -
Simple RRSP Strategies.
RRSP’s are a key retirement planning vehicle. Our e-book provides three helpful strategies for taking full advantage of your RRSP contribution room.
November 02, 2018 -
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?
April 03, 2018 -
Navigating Life Events
Financial planning can help you prepare for life's major financial events. This infographic illustrates the costs associated with the different stages of life.
November 10, 2017 -
10 Ways to Grow Your RRSP
Canadians are increasingly relying on their own resources to fund their retirement. Here are ten strategies to make your RRSP grow.
July 12, 2017 -
Leaving a Lasting Legacy
Developing a successful estate plan requires balancing a variety of needs and goals. This E-Book gives you a few things to consider as you build your legacy.
May 08, 2017 -
Planning Your Financial Future
Major life events can have a dramatic effect on your financial plan. This infographic covers some of the ups and downs and provides some helpful tips to consider.
November 16, 2016 -
How to use Batting Average when Choosing Managers
What is a good batting average when choosing the right investment manager? Sam Febbraro, EVP, explains this often mentioned statistic and how it's best used in the manager selection process.
October 19, 2016 -
Withdrawing Retirement Assets
With almost 1,200 Canadians set to retire each day, wealth decumulation will become a crucial issue. Sam Febbraro, EVP, shares how this is a growing space for Advisors.
September 27, 2016 -
Take Control of Your Retirement
The confluence of an aging population, low interest rates, and changing pension rules will have profound effects on when Canadians can retire. Our latest E-Book explains how you can take control.
August 30, 2016 -
What is the Cost of Financial Advice?
Working with an Advisor can be an important factor in your financial success. Watch this video to see the value of working with one.
November 01, 2016 -
Your Investment Philosophy
An investment philosophy is a guiding framework that informs your decision-making process. Sam Febbraro, EVP, shares tips on you can develop and articulate your investment philosophy.
July 06, 2016 -
Estate Planning Discussion
Estate planning is an essential part of a financial plan. However, many people struggle to initiate these plans. To help you, we recommend this easy-to-read, comprehensive E-Book.
March 24, 2016 -
Reasons to Invest in a TFSA
The TFSA’s no-tax rule on investment income and withdrawals can add up to significantly more cash in your pocket. Learn about all of the benefits to a TFSA.