20 November, 2018 Special Reports and Newsletters

Simple RRSP Strategies

RRSP’s are a key retirement planning vehicle. Our e-book provides three helpful strategies for taking full advantage of your RRSP contribution room....

6 November, 2018 Special Reports and Newsletters

Understanding your Net Worth

Just like going to the doctor to assess your health, tracking your net worth on a regular basis is an essential aspect of your financial well-being. What would a check-up reveal about your net worth?...

24 October, 2018 Special Reports and Newsletters

Our Perspective – Tune Out the Noise

In this client-friendly video, Rana discusses the recent market volatility and puts it into historical perspective. He explains what happened and what Counsel is doing to reduce the impact to investors....

4 October, 2018 Financial Planning Investment Services

Business Succession Planning 101

Selling a business or passing it on to the next generation can be the most important financial event in an entrepreneur’s lifetime. But Canadian small business owners are not succeeding when it comes to succession planning....

25 September, 2018 Special Reports and Newsletters

Introducing IPC Essentials

IPC Essentials are skilfully crafted from a selection of cost-effective ETFs, with features not usually found in lower-cost investments such as built-in strategies aimed at reducing the impact of volatile markets and currency fluctuations. These lowe...

24 September, 2018 Estate Planning

Expert Estate Planning: Leaving a Lasting Legacy

Expert Estate Planning: Leaving a Lasting Legacy is an eBook that will walk you through estate planning. Starting with what is estate planning and why it’s important....

6 July, 2018 Retirement Planning

Retirement Income Planning 2018

If asked how to best prepare for their financial needs in their retirement years, some Canadians would insist that it simply entails putting away as much money as possible—saving. What their answer is missing, is that retirement income planning takes...

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....

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....

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