Blog

Our Perspective

10 April, 2018

Our Perspective

Rana Chauhan, Counsel’s Chief Investment Strategist, cuts through the fog and discusses what's happening in the Canadian, U.S. and international markets over the quarter, and explains how the Counsel Portfolios are positioned. Rana tackles the recent... Read More

IPC Advisors Win Top Marks on Client Loyalty

26 January, 2018

In a recent Client Satisfaction Survey, IPC Advisors received some of the best ratings from their clients in major categories like ‘knowledge’ and ‘honesty’ – but surpassed all of the big banks’, brokerages and dealers on client satisfaction.... Read More

Thank you!

13 December, 2017

Filed Under: Events

Our ninth annual IPC “Davies Moffat Team” Community Curl bonspiel was held on November 18th and it was another successful year!... Read More

Save the Date - Charity Bonspiel

4 October, 2017

Filed Under: Events

Save the Date - Charity Bonspiel... Read More

Aging & Long Term Care in Ontario: What Do I Need to Know Now?

1 September, 2017

Filed Under: Events

Over the past year we have increasingly been asked about the challenges faced by families and individuals as they get older.... Read More

Investing Insights from Warren Buffett

1 June, 2017

Warren Buffett's sensible approach to investing makes his advice highly sought after. Here are three of his gems:... Read More

Investing and Planning with a Professional

1 May, 2017

How investors benefit from the value of financial advice. We are living in a time of significant change in financial markets and economies around the world.... Read More

How much retirement income is enough?

15 April, 2017

Many Canadians are either misinformed or working on the wrong set of assumptions when it comes to planning for their retirement years and retirement income. Getting educated on how much you will need, and where it’s going to come from is a critical p... Read More

Inheriting a Responsibility

1 April, 2017

Joy. Relief. Anxiety. Sadness. These are some of the emotions that people feel when they receive a large inheritance. While an inheritance allows you to put many of your financial concerns aside, you may also be dealing with the death of a loved one,... Read More

Important Money Dates and Resources

15 March, 2017

Now that RRSP Contribution deadline has passed many people are turning their attention to gathering all of the bits and pieces required to complete their 2016 Income Tax Return.... Read More

Securing your Family's Future
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.