4 April, 2018 Special Reports and Newsletters Wealth Management

Intelligent Investor: Wealth Transfer

Wealth Transfer 101: The biggest inter-generational wealth transfer in Canadian history is taking place right now. Read the e-book to learn more....

3 April, 2018 Special Reports and Newsletters

IPC Special Report: Navigating Life’s Major Events

The stage of life you are in now affects your financial planning strategies. This infographic provides a good roadmap, outlining the costs at each stage of life....

28 February, 2018 Special Reports and Newsletters

IPC Special Report : Budget 2018 -The Highlights

The Liberal government's budget on February 27, 2018 introduced changes that may affect your individual and family finances....

21 February, 2018 Special Reports and Newsletters

Intelligent Investor: (RRSP & TFSA and your financial goals)

Saving for your future may involve using both an RRSP and a TFSA....

5 February, 2018 Special Reports and Newsletters

Intelligent Investor: Money Facts 2018

Wealth Transfer 101: A reference guide that breaks down contribution limits for RRSPs and TFSAs....

31 January, 2018 Total Client Experience

Money Dates 2018

Money Dates 2018 provides an listing of important deadlines pertaining to Income Tax Returns, Registered Plans, and payment dates for G.S.T. Credits, CPP/OAS Benefits, and Canada Child Benefits....

23 January, 2018 Financial Planning Wealth Management

Minimizing Risk and Protecting Capital

This quarter, the gradual rise of interest rates caused concern for some fixed income investors. With shorter term bond yields rising, longer term bonds have recently become less attractive....

23 January, 2018 Financial Planning Wealth Management

Selecting the Best Ideas

In seeking the best ideas for a concentrated portfolio, Mel mentions how they look to include companies with a strong competitive advantage and management process....

23 January, 2018 Financial Planning Investment Services Wealth Management

Are We Getting Complacent?

Despite geo-political events such as the issues between North Korea and the United States, Tim notes that investor behaviour and market performance have surprisingly remained complacent....

27 November, 2017

How to Make the Most out of a Severance & Early Retirement Package?

How to Make the Most out of a Severance & Early Retirement Package?  This Special Report will help you better understand the components of a severance or early retirement package, as well as the options and considerations related to each.  Complete the...