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...

24 August, 2023 Tax Planning

Understanding Your Equity Compensation & How to Plan For It

Equity compensation, often referred to as stock-based compensation, involves offering employees a share in the ownership of the company. This can take various forms, including: Stock Options: Stock options give employees the right to purchase company...

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...

09 August, 2023

Secure Your Retirement Income with a Waterfall Investment Strategy

Are you on your way to building a retirement nest egg? Do you want an investment strategy that provides a lifetime of reliable retirement income while maintaining the potential for growth to protect against inflation? You should consider adding a waterfall...

03 August, 2023 Total Client Experience

Stock Markets Are Not Like a Casino

Most of us have been to a casino at some time, and we usually walk out with less money in our pocket than we came in with. No surprise here, as we know the odds are always in the house’s favour. According to the American Gaming Association, the odds of...

02 August, 2023 Tax Planning

What Does A Financial Planner Do For You?

The role of a financial planner is often misunderstood. Many believe that their responsibilities revolve solely around managing investments. A lot of people think that a financial planner only manages investments. While it's an important part of the job...

20 July, 2023

Economic Resilience is Giving Way to Recession

Our views and positioning across our portfolios haven’t changed since our June commentary “Where Do We Go From Here.” Most advanced economies have so far dodged the recessions that we, and many others, had expected to start towards the end of the first...

20 July, 2023 Tax Planning

AI & The Risks of Investing in the Newest Trends

AI has emerged as the latest trend with the potential to transform our lives. It has also captured the attention of investors hoping to capitalize on the next big thing. Will that work out for them? It could. Or maybe not. New industries are inherently...

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