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Spotted in the news

In our news and blog sections, we provide valuable insights into the financial world from our experts.

rrsp

20 November, 2018

Simple RRSP Strategies

RRSP’s are a key retirement planning vehicle. Our e-book provides three helpful strategies for taking full advantage of your RRSP contribution room.
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Our Perspective – Tune Out the Noise

16 November, 2018

Our Perspective – Tune Out the Noise

In this five-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan, discusses the recent market volatility and puts it into historical perspective. He ex
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net worth

6 November, 2018

Understanding your Net Worth

Just like going to the doctor to assess your health, tracking your net worth on a regular basis is an essential aspect of your financial well-being. What would a che
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Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.

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We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.

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We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.

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We tailor plans to suit your stage-of-life, plans and milestones.

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We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.

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Diane Gray, CFP®, CEA

Branch Manager


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