09 March, 2021

Study Highlights Need for Legacy Planning

While COVID-19 has had an immediate financial impact on many Canadians, the uncertainty it has caused has left others eying their legacy....

20 February, 2021

Leaving a legacy through charitable giving

One of life’s greatest satisfactions is knowing that you’ve made a difference. And when that difference comes from charitable giving, you’re able to support a cause you believe in and help the lives of others. At some point in your life, your charitable...

20 February, 2021 Events

Passing on family values by volunteering together

A strong believer in community service, both at home and abroad, Sonia LeRoy is the 2018 recipient of the IPC Cares Award for Community Service and the 2019 Wealth Professionals Award for Philanthropy and Community Service....

20 February, 2021 Financial Planning

IPC Cares Ottawa - Walk for Water

Through IPC Cares Ottawa, we led a Walk for Water to raise money for We Charities and to learn about water sustainability issues....

10 February, 2021 Financial Planning

TFSA & RRSP 2021

Long or short-term goals play a big part in deciding which savings tools you should use. Find out if a TFSA or an RRSP or a combination of both are the better fit for your financial needs....

02 February, 2021 Financial Planning

Money Facts 2021

Tax rates and saving contribution limits change year on year. This quick guide outlines contribution limits for RRSPs & TFSAs and more....

02 February, 2021

FOMO, GameStop and the Reddit Bubble

In his latest letter, Counsel Portfolio Services CIO, Corrado Tiralongo, discusses GameStop, Reddit and the role that FOMO plays in the recent volatility we’ve seen in the markets....

21 January, 2021 Financial Planning

Money Dates 2021

Keep on top of important financial dates and deadlines for tax returns, OAS, CPP benefit payments, and more with our guide....

16 January, 2021 Financial Planning

Financial Planning for the Unexpected (and Expected)

COVID-19 forced most of us to adapt to new realities by revisiting our daily habits and financial priorities. For some, this meant tightening budgets or postponing big-ticket purchases....

30 November, 2020

Has the pandemic changed your financial priorities?

If there’s one thing this year has shown, it’s how life can change on a dime. In a recent poll, we found that COVID-19 has left many Canadians revaluating their financial priorities....