17 April, 2024

Canada's Budget Highlights 2024 – 2025

Canada's Federal Government released its new budget for the year ahead providing key details on important support programs....

16 April, 2024

Keeping Your Investing FOMO and FUD in Check

In his Q1 2024 update, Rana notes that the financial markets have kicked off 2024 on a strong note, with the S&P 500 climbing approximately 13% (CDN) in the first quarter, marking the most robust start since 2019. FOMO and FUD This surge brings us to...

28 February, 2024 Tax Planning

Lessons from Warren Buffett’s Shareholders Letter to Make You A Better Investor

Warren Buffett, the legendary investor and Chairman of Berkshire Hathaway, has once again provided invaluable insights for investors in his latest shareholders letter. Buffett's wisdom transcends mere financial advice; it's a masterclass in long-term...

08 February, 2024

TFSA & RRSP 2024

Wondering where to put your money? Find out whether a TFSA or an RRSP or a combination of both are best for achieving your financial goals, taking into account your priorities.

31 January, 2024

Money Facts 2024

Important Facts You'll Want to Know 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 2024 and keep your financial plans on track.

24 January, 2024

Market Monitor: Our Investment Specialists Outlook for 2024

We recently sat down with nine of our top-ranked investment specialists at IPC Portfolio Services' Toronto Due Diligence conference in Toronto to discuss what they’re excited about and how they have positioned their portfolios for 2024. With inflation...

24 January, 2024

Central Banks, Fixed Income, and the Year Ahead

In our Insights in 5 2023 year-end update, IPC Private Wealth Portfolio Manager Simon Bowers looks back on the year and discusses what to look out for in the days ahead. Simon notes that as the prospects for a BIG R recession fade and inflation moderates...

20 January, 2024 Tax Planning

2023 Market Review: The Year That Defied Analyst Predictions

It was a year that defied expectations by many accounts. A number of forecasts predicted that the US economy would enter a recession in 2023 as the Federal Reserve raised interest rates to fight high inflation. But the economy remained resilient, inflation...

18 January, 2024

Money Dates 2024

Here is a summary of all the important dates in 2024 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...

11 January, 2024

Faith: The Key to Investing During Uncertain Times

Counsel’s Chief Investment Strategist Rana Chauhan provides his summary of 2023 and notes that 2024 will likely be a contentious election year in the U.S. as a political circus unfolds south of our border. In 2023, the markets experienced a mixed start...