Planning Your Financial Future

23 May, 2017

When it comes to the important things in life it makes sense to get expert advice. The same holds true when planning for your financial future.... Read More

Quarterly Program Commentary | Video with Wayne Gillespie

27 April, 2017

In this interview, Wayne highlights how the various IPC Private Wealth mandates have performed and the contributors and detractors to performance.... Read More

IPC Private Wealth Tax Information Package

31 March, 2017

Filed Under: Tax Planning

To help you get organized for tax season, we've developed a comprehensive Tax Information Package for delivery to IPC Private Wealth investors in early April 2017. To get a preview of what you can expect, we've prepared this short video... Read More

Money Facts 2017

7 February, 2017

Money Facts 2017

Wondering what the 2017 RRSP and TFSA limits are? Curious about what your 2017 marginal tax rate may be, or what the CPP and OAS benefit amounts are? Download our 2017 Money Facts guide for a quick overview.... Read More

We are getting a little bit bigger & a whole lot better!

30 December, 2016

Filed Under: Events

We are getting a little bit bigger & a whole lot better!... Read More

A Heartful Thank You!

29 November, 2016

Filed Under: Events

Laurie and I would like to thank you for participating in our 4th annual Feed the Need Food drive. Thank you for supporting those in our community who are going without. Mark your calendars for next years food drive.... Read More

U.S. Election Results | Interview with Wayne Gillespie

11 November, 2016

Wayne Gillespie, Director, Senior Portfolio Strategist for IPC Private Wealth, discusses the outcome of the 2016 U.S. Election, the activity in our portfolios and advice for investors.... Read More

Special Report: Brexit Update

4 July, 2016

It has been almost a week since we heard the news about Britain’s vote to leave the European Union (EU). In that time investors have had a chance to reflect, and the dust has begun to settle. The initial reaction was subdued panic, as we saw markets ...... Read More

Is your family business gaining from the capital gains exemption?

31 March, 2016

Planning the future of your family business can be difficult. Will your children make wise decisions? Will the market be forgiving if they don’t? The questions are seemingly endless, but asking your life insurance advisor about pairing the benefits of...... Read More

2016 Federal Budget Highlights

23 March, 2016

This was the first Federal Budget for Finance Minister Bill Morneau and the newly elected Trudeau government. It tabled a number of proposals that impact the financial plans of Canadians.  Here is a summary of that budget....... Read More

Securing your Family's Future
Securing your Family's FutureFollowing the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.