23 July, 2021

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 and their futures....

23 July, 2021

Coronavirus Volatility: Unexpected, but Expected

Markets experienced increased volatility in late February and have been trending lower over the past several days. The IPC Portfolio Services Team has prepared a market update to help provide some perspective....

23 July, 2021

How to Build your own Emergency Grab & Go Bag

Join Shelley as she walks you through creating your own Emergency Grab & Go Bag – a good idea for everyone and a must have for those with aging loved ones....

05 July, 2021

Appointing an Executor: Who Will You Choose?

When appointing an executor for your estate, the person who first comes to mind won’t necessarily become your final choice....

11 June, 2021 Estate planning

The Importance of Estate Planning: What, why, who, and how explained

Estate planning is all about protecting your loved ones by planning a smooth transfer of your assets to your heirs. It’s about giving you peace of mind...

31 May, 2021

Protecting Your Children From ‘Affluenza’ | IPC Wealth

Imagine an affluent couple whose wealth is self-made after decades of hard work and disciplined financial planning. They have a child who’s 18. Now, the couple is giving serious thought to the handing down of wealth....

14 May, 2021

Are Your Heirs in the Dark? | Planning Heirs Financial Future

A lack of communication between parents and children may be leaving inheritors are in the dark about their financial future and many benefactors risk not having their wishes carried out as planned....

06 May, 2021 Portfolio Management Retirement

Why Evolve Your Financial Plan as Your Wealth Increases

For many people saving for retirement, their financial life often looks something like a portfolio that consists of traditional investments, generally fixed income and equities; estate planning involves drafting a will and naming an executor; or....

30 April, 2021

Understanding Your Investment Performance

Timing can be everything, especially in investing, and the timing and size of deposits and withdrawals can also influence your investment outcomes....

22 April, 2021

Program Commentary: Q1 2021 - Wayne Gillespie

In his Q1 update, Senior Director Portfolio Strategist, Wayne Gillespie, discusses the three investment themes behind the global economic recovery...