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....

16 February, 2018 Financial Planning Investment Services Total Client Experience

Wealth Professional Article

Robert Roby’s relationships with his clients transcend the normal client bond, allowing him to become one of the best advisors in the country....

30 January, 2018 Financial Planning

CANADA WITHOUT NAFTA?

As we enter into the sixth round of NAFTA negotiations many Canadian businesses are in the dark when it comes to coping with either a watered down version of the original NAFTA agreement or an outright cancellation....

7 September, 2017 Financial Planning Special Reports and Newsletters

IPC Special Report: 2017 Fixed Income

It can pay to have all of your eggs in one basket....

6 September, 2017 Financial Planning

Are Canada's Tax Proposals a Warfare Manifesto Against Private Businesses?

"On July 18th, 2017 the Department of Finance released a blockbuster package of proposed tax law changes aimed at private corporations and their shareholders. The proposed changes target common tax management practices available to private business o...

19 July, 2017 Financial Planning

FOOLS GOLD.

Hardly a day goes by when an ageing actor doesn’t appear on television extolling the virtues of investing in gold. But is gold everything they hype it up to be or are they simply getting paid without knowing the facts?...

7 June, 2017 Financial Planning Investment Services

Are You Getting the Wool Pulled over your Eyes?

Rarely does a day go by when we don’t’ hear so-called “investment experts” pontificating about getting in and out of the markets as if they have some kind of superpowers that can make the correct calls on a consistent basis....

9 May, 2017 Financial Planning Special Reports and Newsletters

IPC Special Report: Planning Your Financial Future

Life stages and the impact on financial planning....

26 March, 2017 Financial Planning

2017 Federal Budget Highlights

The Liberal’s second budget, released yesterday, offered very little for investors. Nonetheless, there are a few things that could affect an investor’s personal finances....

23 February, 2017 Financial Planning

PARALYSIS BY COMPLEXITY

One of the most important decisions that you can make is to keep your financial life simple. Our world is fraught with complexities, and, when it comes to the financial industry, we are probably second in line to the legal profession, when it comes t...