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"I'm worried I won't have enough to retire."

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"I'm confused about all of the contradictory financial advice."

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The Value of Advice

Gain confidence about your financial future with the help of an IPC Advisor and discover the peace of mind that comes from personalized advice.

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0

No Advice

4 - 6

Years of advice

7 - 14

Years of advice

15 +

Years of advice

Source: Cirano Report: Econometric Models on the Value of Advice of a Financial Advisor.

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For advice that makes a difference

7 Financial Habits of the Wealthy

Many people assume that the wealthy have access to secret investment strategies or exclusive financial products that give them an unfair advantage. The real secret to building and maintaining wealth isn’t about having access to something others don’t—it’s about mindset and habits.

Feeling Nervous About the Market? Here’s What You Need to Know

Feeling anxious about market swings lately? Concerned about how tariffs and politics might shake things up? If you're sitting on cash, wondering if now's the wrong time to invest—or even thinking about pulling everything into cash—let's take a deep breath.

6 Biggest Ways People Sabotage Their Portfolio

In investing, avoiding mistakes is just as important as picking the right investment. Here are the 6 biggest ways people sabotage their portfolios.

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As a business owner, I do not have time to plan. With Paul’s guidance, my portfolio is working well, and we have put in place suitable tax and estate plans.

Doug Crowe - Director, Car Quest Auto Parts
 
 
 
 
 

You heard Paul for years on Newstalk 1010

Financial planning, Canada

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