07 March, 2025 Financial Planning Portfolio Management Special Reports and Newsletters Wealth Management

Diversifying During Uncertain Times

The recent imposition of U.S. tariffs on Canada has fuelled a surge in Canadian nationalism. In recent weeks, investors have increasingly asked, "How much of my portfolio is in U.S. equities?"...

03 March, 2025 Financial Planning Investment Services Tax Planning

Home Ownership Plans

Gain a better understanding of Canada’s government sponsored plans for supporting home ownership by downloading our timely new infographic....

18 February, 2025 Financial Planning

Trump - Reliably Unreliable

Trusting his word is like forecasting the weather with a magic eight ball - you'll get an answer, but don't expect it to be the same tomorrow....

06 February, 2025 Financial Planning Investment Services Special Reports and Newsletters Wealth Management

Market Monitor: Our Sub-advisor Outlook for 2025

We recently sat down with some of our best-in-class sub-advisors to discuss what they’re excited about and how they have positioned their portfolios for 2025. Discover how they are positioning their portfolios, and what investment opportunities they...

06 February, 2025 Financial Planning Special Reports and Newsletters

In Conversation With: On Tariffs Between the U.S. and Canada

In our video update, Investment Planning Counsel's VP of Portfolio Strategy discusses how IPC Private Wealth portfolio managers are preparing for tariffs....

31 January, 2025 Financial Planning Special Reports and Newsletters

Trump, tariffs and the 51st state – Impacts and risks for Canadians

On U.S. President Donald Trump's first day in office, he threatened to impose 25% tariffs on goods from Canada and Mexico by Feb. 1. The re-emergence of tariffs as a cornerstone of U.S. trade policy underlines the significance of global economic inte...

24 January, 2025 Financial Planning Portfolio Management Retirement Tax Planning

Money Facts 2025

Tax rates, RRSP and TFSA contribution limits and CPP benefit amounts change every year. Learn about these changes with our handy new Money Facts guide for 2025 and keep your financial plans on track....

20 January, 2025 Financial Planning

Navigating the Global Economic Landscape in 2025

In his Q4 2024 update, Corrado Tiralongo looks to 2025 and sees numerous challenges, including U.S. trade policies, structural issues in China and slow growth in the eurozone. Despite these obstacles, we expect global gross domestic product ('GDP') t...

16 January, 2025 Investment Services Portfolio Management Wealth Management

Elections Have Consequences

In his Q4 2024 update, Blair Setford highlights a strong year for equity investors, with records set across the globe....

09 January, 2025 Financial Planning Tax Planning

2025 Money Dates

Here is a summary of all the important dates in 2025 to diarize in your annual financial planning calendar. This guide will help you keep on top of important financial dates and deadlines for income tax returns, GST credits, registered plans, CPP/OAS...

Next