28 July, 2018

IPC Cares Ottawa – The Power to Make a Difference

Through IPC Cares Ottawa, The LeRoy Wealth Management Group aims to help our clients and their families exercise the power they have to make a difference in this world...

25 July, 2018

Tax Tip - Register Your Account

Have you registered for the Canada Revenue Agency’s My Account service?...

23 July, 2018

Where are we?

Volatility has made a comeback. However, economic fundamentals are very positive. Fixed Income portion of the Portfolio is slightly weaker in 2018 due to expectations of higher inflation and recent interest rate increases....

23 July, 2018 Tax Planning

Why you’re invested in:

The Toronto-Dominion (TD) Bank is a multinational banking and financial services corporation. Headquartered in Toronto, TD is Canada’s largest bank by total assets, and is one of the ten largest banks in the United States, with over 9 million custome...

23 July, 2018

What we’re doing:

This month, we strategically sold securities in the energy sector, generating the opportunity to reduce capital gains taxes....

18 July, 2018

Estate Planning: First Steps

Part of retirement planning encompasses an estate plan. Estate planning is more than money. It’s about defining the legacy you want to leave for your loved one....

18 July, 2018

Savings: Short-Term Goals

When it comes to saving, many people focus on long-term goals like saving for a retirement, a child’s education or their first home. Saving for short-term goals are important, to accommodate for your current needs....

18 July, 2018

Your Metabolism: Kick Start it!

Many factors such as stress, age and diet can slow down your metabolic rate. Take the opportunity to start thinking about waking up your metabolism as part of a healthy life style....

19 June, 2018 Financial Planning Investment Services Retirement Planning

Intelligent Investor: Retirement Income Planning

The truth is, more Canadians are retiring, and with changes in pension structures and uncertain market conditions, the landscape you need to navigate to have the retirement you are hoping for is far more complex for than ever before....

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....