28 March, 2022 Financial Planning Investment Services Portfolio Management Wealth Management

How to Survive in a Volatile Market

Keeping your investments safe when the world is in turmoil...

02 November, 2021 Wealth Management

Does Your Financial Plan Include Charitable Giving?

Donating to charity benefits society in many ways — it helps those in need...

07 May, 2021 Financial Planning Wealth Management

How to Pass Down the Family Cottage

Plan and prepare for the taxes associated with transferring ownership...

07 May, 2021 Financial Planning Wealth Management

What’s Next for the Family Cottage?

Whether passing it down or selling it, here’s what to expect when transferring ownership...

10 March, 2021 Investment Services Wealth Management

How Short-Selling & Short Squeezes Work

Why the recent headlines about Gamestop and Reddit shouldn’t change how you invest...

14 November, 2020 Retirement Wealth Management

How to Choose the Right Account Type

A simple guide to choosing the right accounts for your financial goals...

16 October, 2020 Financial Planning Wealth Management

How to Make Tax-Efficient Donations

Give in a way that benefits both you and your recipient....

24 November, 2017 Special Reports and Newsletters Wealth Management

IPC Special Report: Women and Wealth Management

Life expectancies, generational wealth transfer and better career opportunities are just some of the reasons that women are going to be confronted with more financial decisions....

16 March, 2017 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....