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....

27 March, 2018 Financial Planning Special Reports and Newsletters

Women & Financial Confidence

Let’s change the narrative that women lack financial confidence. Working with the right Advisor helps. Our 4-Point Advisor Assessment Framework set outs questions you should ask yourself....

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....

8 December, 2017 Special Reports and Newsletters

Solutions - Spring Edition 2017

From personal well-being to finance make yourself a priority...

8 December, 2017 Special Reports and Newsletters

Solutions - Spring-Summer Edition 2017

Building a strong foundation.......

27 October, 2017 Special Reports and Newsletters

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 than ever before....