Reports & Newsletters

"Knowledge is power"

We believe in keeping our clients up to date on all aspects of wealth management. Our team delivers several publications on a regular basis. If you wish to receive one of our free reports or newsletters by email, please contact us.


Believing that knowledge is power, IPC provides a number of tools and other resources to help our clients track their financial situations and better understand the various factors that could affect them.

Through IPC, you can take advantage of:

 

The Beaches Financial Group Newsletter

January Issue - Time to make RRSPs a priority

December Issue - Round out your resolutions with one for friendship

November Issue - The difference a New Year makes

October Issue - Improve performance: think small

September Issue - Why you need more than a will

August Issue - Could you outlive your retirement assets?

August Issue - Strategy lets you smile through market dips

June Issue - Firefighters, Policemen & Women: What are You Going to Do With Your Pension?

May Issue - Beaches Financial Group Featured in the National Post!

May Issue - What role will your portfolio play in retirement?

March Issue - We're moving!

February Issue - Why you need a succession plan

January Issue - Test your RRSP smarts

December Issue - Get financially fit - for life

November Issue - Accept your TFSA "gift" at first opportunity

October Issue - Gifting assets to a family member?

September Issue - Investing with style

September Issue - Act now to protect assets from business creditors

July Issue - Put business assets on ice to save tax

June Issue - Sudden Wealth

May Issue - Split business income with family to save tax

April Issue - Tax refund = Missed opportunity to build more wealth

March Issue - April Enewsletter - Take a Bird's Eye View of Your Investments

February Issue - March Enewsletter - Creating the roadmap to your goals

January Issue - Too Much Debt to Live Your Dream?

January Issue - Resolve to pay less tax in the New Year

November Issue - Year-end opportunities to save tax

October Issue - Retirement Nest Egg: How Much Will You Need?

September Issue - The Irrational Investor

September Issue - Where does your retirement plan stand?

August Issue - Markets are dynamic not static

August Issue - Share the E-Wealth Report with a Friend

July Issue - Tax Freedom

February Issue - The Stock Markets - Just how bad has it been?

January Issue - Have you made your RRSP Contributions yet?

December Issue - 2008 - A Year in Review

November Issue - Are we ready for Obamanomics?

October Issue - What would Warren Buffett do?

September Issue - What's happening in the markets?

August Issue - Rules of Risk Management

July Issue - Markets can offer incredible opportunities

June Issue - What Banks don't want you to know about Creditor Mortgage Life Insurance

May Issue - Two certainties in life

April Issue - How should you invest during a bear market?

April Issue - Smart investors keep their cool

April Issue - Do you have a bucket list?

April Issue - Facts about your RRSP - 2008

April Issue - Happy New Year from all of us at Investment Planning Counsel!

April Issue - Surviving holiday gift giving

October Issue - The story of the canadian dollar

September Issue - Struggling and stressed

August Issue - Relax - The sky has not fallen

July Issue - Banking relationship review

June Issue - Most boomers not saving enough for retirement

May Issue - Steps to successful portfolio management

April Issue - Money management for children

March Issue - E-mail Etiquette

February Issue - Tips for beating winter blues

January Issue - Facts about your RRSP - 2007

December Issue - What will the new year bring?

November Issue - Surviving the holidays

October Issue - Keeping Brain Strong "Secret Sauce" to Longevity?

October Issue - Closing The Retirement Gap

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Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions. IPC Securities Corporation is a member of the Investment Industry Regulatory Organization of Canada as well as a member of the Canadian Investor Protection Fund (CIPF). Investment Planning Counsel is a fully integrated Wealth Management Company. Mortgage services provided by IPC Save Inc. Mutual funds available through IPC Investment Corporation and IPC Securities Corporation. Securities available through IPC Securities Corporation, a member of CIPF. Insurance products available through IPC Estate Services.