Money Facts 2018

15 June, 2018

      Click Here to View PDF  Read More

Investments for when life happens

1 June, 2018

As you journey through life, your personal and financial ambitions and goals will change over time. Some of your goals may have a five-year focus while others may have a 10-year horizon or be as far out as retirement – if it’s more than a decade away... Read More

Making Sense of MERs

15 May, 2018

      Click Here to View PDF Read More

Women and Wealth

1 May, 2018

Financial confidence comes with finding the right advice. Regardless of gender, a good financial plan is one that is unique to you and the goals you set for yourself. But a financial plan that works for the man in your life may not automatically wor... Read More

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

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.