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Category results - IPCC Corporate
June 12, 2020 -
Grow Your Investments with Dollar Cost Averaging
This investment strategy takes advantage of market down turns and helps investors maximize investment growth.
June 16, 2020 -
Estate Planning: Transferring Your Estate
This e-book reviews the various factors you need to consider regarding the transfer of your estate.
June 22, 2020 -
Overcoming The Great Storm of 2020
Here are seven planning and investing strategies to better move forward and navigate the cumulative impact of COVID-19 and recent market volatility that has unnerved many.
June 30, 2020 -
Turning Investment Volatility into Tax Savings
Our Portfolio Management Team practices this tax saving strategy behalf of our investors. Learn the benefits of tax loss harvesting and how to offset capital gains year-round.
February 19, 2019 -
TFSA & RRSP Guide.
Saving for the future involves using both RRSPs and TFSAs.
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.
October 02, 2015 -
Registered Disability Savings Plan
To understand the eligibility requirements, contribution limits and investment options available, watch this short video.
October 01, 2015 -
Your Retirement Income
Some experts say Canadians should aim for a retirement income equivalent to 70% of their working income, while others say 50%. Our latest E-Book gives insight into retirement income and beyond.
September 02, 2015 -
Registered Retirement Income Funds
Registered Retirement Income Funds (RRIFs) are used to withdraw income from your retirement savings. This video reviews some of the basics of RRIFs and how they work.