27 March, 2020

Market Volatility

Economic optimism or pessimism, global health risks and trade wars are just some of the many factors that can introduce volatility in your portfolio. The real question is, what’s the best way to endure these twists and turns? To thrive as an investor...

27 March, 2020 Special Reports and Newsletters

UPDATED: Canada's Economic Response Plan

The Federal Government has provided further updates to the Canada’s Economic Response Plan, detailing the eligibility criteria and how you can apply for support. Check out these revised infographics to help you better understand what the next steps a...

20 March, 2020

Life, Interrupted

The idea that we’ve collectively been thrown a personal financial curveball is an understatement. ...

19 March, 2020

COVID-19: Canada’s Economic Response Plan

The Federal Government announced an Economic Response Plan to support Canadian workers and businesses amidst the COVID-19 public health crisis....

05 March, 2020

The Best Retirement Plans

The best retirement plans are the product of teamwork, a collaboration between you and your financial advisor. This video illustrates what you need to consider in terms of your retirement income—sources, expenses, and more.

18 February, 2020 Financial Planning

TFSA and RRSP 2020

Saving for the future involves using both RRSPs and TFSAs....

07 February, 2020 Financial Planning

Money Dates 2020

This infographic highlights important deadlines, such as income tax returns and CPP and OAS benefit payment dates. Helping you to keep track of these critical dates....

04 February, 2020

Goals-based Planning

Does your bank account look a little thin after you pay all your bills? You’re far from alone. The Canadian household savings rate has been falling for the last 40 years, and the pace of the decline has been accelerating over the last decade. If you’re...

22 January, 2020 Financial Planning

Money Facts 2020

A quick reference guide that outlines contribution limits for RRSPs & TFSAs and more....

07 January, 2020

TFSA & RRSP

No two investment plans are the same. Find out whether a TFSA, an RRSP, or a combination of both are best for achieving your financial goals. #IPC #TFSA #RRSP Download Infographic