27 December, 2017

Why embracing change is key to success

When Robert Roby first received his securities license in 1987 the advisory industry was unrecognizable to today. Selling mutual funds with front-end loads of up to 10% was not uncommon, something which is probably difficult to imagine for many of to...

27 November, 2017 Events

REAL ESTATE AND MORTGAGE MATTERS

On Saturday morning, April 1st, 2017, Robert Roby of Family Tree Wealth Management, IPC Securities Corporation presented Eric and Geri Cosgrove, Royal LePage Performance Realty Ltd., and Chad and Patty Southwell, Southwell Mortgages to our workshop a...

16 November, 2017 Special Reports and Newsletters

Congratulations Robert Roby!

Congratulations Robert Roby!...

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....

4 October, 2017 Events

OUTCARE FOUNDATION AND ELDERCARE FOUNDATION OF OTTAWA / BLACK BINGO FUNDRAISER / AN EVENT NOT TO BE MISSED!

Tickets are now on sale for the fourth annual Black Tie Bingo! Fundraiser presented by Family Tree Wealth Management, IPC Securities Corporation....

28 September, 2017

GOOD BYE DOCTORS?

Good Afternoon; I am pleased to attach an article that appeared in today’s newspaper regarding proposed tax changes to small business corporations as they relate to doctors....

27 September, 2017 Tax Planning

Do high-income Canadians pay their fair share of tax?

I was thinking about the new proposed Liberal government’s tax reforms, which they claim are unfair to the middle class....

7 September, 2017 Special Reports and Newsletters

IPC Special Report: 2017 Fixed Income

It can pay to have all of your eggs in one basket. When interest rates go up, most people are worried about the impact on their mortgage..........

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....