28 November, 2023

Estate Planning: First Steps

Estate Planning: First Steps introduces the key reasons why everyone should have an estate plan Whether your assets are big or small, everyone can benefit from a formalized estate plan. Developing an estate plan involves preparing and providing instructions...

21 November, 2023

Sandwich Generation: Are You Taking Care of Yourself?

It’s a significant life change when your roles have reversed and you’re the one helping a parent with daily living. Meanwhile, you also care for your children at home. Welcome to the sandwich generation. The term was coined almost 40 years ago by social...

14 November, 2023

The Sudden Wealth Paradox | How to Manage a Windfall

In the following article, Sam Febbraro, EVP, Portfolio Services, shares how you can manage sudden wealth responsibly and face the different challenges that come with it. Sudden wealth sounds like a nice problem to have, but it can come with some complications...

07 November, 2023

Turning Investment Volatility into Tax Savings

For most investors and portfolio managers, tax-loss selling – or tax-loss harvesting – is typically near the top of the list of year-end tax strategies. You sell a non-registered investment that’s worth less than its original cost, and you apply the resulting...

25 October, 2023

Inflation and the U.S. Debt Ceiling

Taking on the biggest issues investors are talking about these days: inflation and the U.S. debt ceiling. In his Q3 update, Simon begins with an interesting fact: Inflation is not something that exists outside the financial system – it is the system....

18 October, 2023

Inflation and the Worries of Investing

After the markets posted a strong first half fueled by the promise of Artificial Intelligence and falling inflation, the realities of our modern world are weighing on the financial markets once again. Inflation is once again on everyone’s mind. In Canada...

02 October, 2023

Three Managers and Their Approach to Buying Companies

In this four-minute video, you’ll hear from three of our investment specialists: EdgePoint Wealth Management, Brown Advisory, and Mawer Investment Management, as they discuss what excites them most about the companies they choose for their portfolios...

31 August, 2023

Peace of Mind with Answers to Retirement’s “Three Big Questions”

Retirement success hinges on finding answers to “three big questions,” says IPC financial advisor Doug Hopkins of Milton, Ontario. They are: When can I retire? Will I outlive my money? How much can I spend in retirement? For many Canadians, the global...

23 August, 2023

Why it Pays to Diversify Your Retirement Income Plan

There was a time when creating a retirement income plan was easy – simply invest in government bonds and sit back to collect the income. Today, and for the foreseeable future, investors will need to maximize their retirement income potential by diversifying...

16 August, 2023

Cash Management Options During Times of Volatility

With interest rates rising and uncertainty on inflation’s future, many investors are seeking ways to preserve and grow their cash reserves. One option to consider is “parking” cash in a safe, short-term, low-risk investment until you are ready to move...

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