17 January, 2019 Financial Planning Investment Services Special Reports and Newsletters

Our Perspective – A Case of Market Flu

In this four-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan, tackles the causes for the recent market volatility, and points out that there is good news that will help see us through this “market flu”...

16 January, 2019 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....

15 January, 2019 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?...

8 January, 2019

What Investors Need to Know to Start 2019

Here is a report that provides a market overview and a synopsis of our outlook for the first half of 2019, along with comments from several of our Counsel and IPC Private Wealth managers on what they did to protect capital during the volatility of Q4...

14 December, 2018 Special Reports and Newsletters

Understanding TFSA’s

A Tax-Free Savings Accounts (TFSA) is a flexible savings account. Learn the basic facts about this savings tool....

7 December, 2018 Special Reports and Newsletters

Take the Long-Term Perspective During Market Volatility

Markets have seen increased volatility in 2018, and have been trending lower over the past several weeks. Yearto-date, the U.S. S&P 500 Index has returned 2.67%, and the Canadian S&P/TSX -5.33%, closing in on......

27 November, 2018 Investment Services

Video: Alternatives 101

In this short video, Paul Davidson, Director, Product Management, explains what Alternative Investments are and which clients should consider them....

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....

12 November, 2018 Events

Executor Connect - Event Recap

Preparation and communication is the key to Estate Planning, Keep your estate legal documents up to date – when was the last time you updated your will? Have there been changes to the family makeup that warrant changes?,...

12 November, 2018 Special Reports and Newsletters

Recap - Realities of Investing Now

We get distracted by short term events, and volatility. Turbulence is a normal part of investment cycles and trade disputes will eventually get...