09 July, 2021

Return to Normalcy

The world continues to build momentum to get through Covid and return to some form of normal. In our latest commentary, we will discuss the recovery and the inflation effects we may feel going forward....

05 July, 2021

Appointing an Executor: Who Will You Choose?

When appointing an executor for your estate, the person who first comes to mind won’t necessarily become your final choice....

25 June, 2021

Bond Ladder Strategy | Handling Interest Rate Uncertainty

For investors, capital preservation and a steady income stream are key benefits of having an allocation to fixed-income investments....

25 June, 2021

How Can You Benefit from a Concentrated Portfolio?

Are there benefits to investing in a concentrated investment portfolio? The answer is yes, and many high net worth clients invest this way....

11 June, 2021 Estate planning

The Importance of Estate Planning: What, why, who, and how explained

Estate planning is all about protecting your loved ones by planning a smooth transfer of your assets to your heirs. It’s about giving you peace of mind...

31 May, 2021

Protecting Your Children From ‘Affluenza’ | IPC Wealth

Imagine an affluent couple whose wealth is self-made after decades of hard work and disciplined financial planning. They have a child who’s 18. Now, the couple is giving serious thought to the handing down of wealth....

14 May, 2021

Are Your Heirs in the Dark? | Planning Heirs Financial Future

A lack of communication between parents and children may be leaving inheritors are in the dark about their financial future and many benefactors risk not having their wishes carried out as planned....

06 May, 2021 Portfolio Management Retirement

Why Evolve Your Financial Plan as Your Wealth Increases

For many people saving for retirement, their financial life often looks something like a portfolio that consists of traditional investments, generally fixed income and equities; estate planning involves drafting a will and naming an executor; or....

30 April, 2021

Understanding Your Investment Performance

Timing can be everything, especially in investing, and the timing and size of deposits and withdrawals can also influence your investment outcomes....

22 April, 2021

Program Commentary: Q1 2021 - Wayne Gillespie

In his Q1 update, Senior Director Portfolio Strategist, Wayne Gillespie, discusses the three investment themes behind the global economic recovery...