4 October, 2018 Financial Planning Investment Services

Business Succession Planning 101

Selling a business or passing it on to the next generation can be the most important financial event in an entrepreneur’s lifetime. But Canadian small business owners are not succeeding when it comes to succession planning....

19 June, 2018 Financial Planning Investment Services Retirement Planning

Intelligent Investor: Retirement Income Planning

The truth is, more Canadians are retiring, and with changes in pension structures and uncertain market conditions, the landscape you need to navigate to have the retirement you are hoping for is far more complex for than ever before....

7 September, 2017 Financial Planning Special Reports and Newsletters

IPC Special Report: 2017 Fixed Income

It can pay to have all of your eggs in one basket....

25 July, 2017 Financial Planning

It can pay to have all of your eggs in one basket

When interest rates go up, most people are worried about the impact on their mortgage. At IPC, we’re also concerned about what happens to bond prices....

9 May, 2017 Financial Planning Special Reports and Newsletters

IPC Special Report: Planning Your Financial Future

Life stages and the impact on financial planning....

2 February, 2017 Financial Planning Investment Services

Quarterly Program Commentary | Video with Wayne Gillespie

Click on the video below for a review of the markets, portfolio management activities, and recent trades for the IPC Private Wealth program....

27 January, 2017 Financial Planning Tax Planning

Money Facts 2017

Wondering what the 2017 RRSP and TFSA limits are? Curious about what your 2017 marginal tax rate may be, or what the CPP and OAS benefit amounts are? Download our 2017 Money Facts guide for a quick overview....