What does the future look like?

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Upcoming Seminars

 

Housing Matters
Oct 4

Guest Speaker: JUDY MARSALES
Marsales Realty
Breaking into the Housing Market. New Rules.
Getting on Track.

Future Matters
Oct 11

Guest Speaker: DIANE YEO
Diane Yeo: Meditation
Work / Life Balance.
Determining your priorities.
Stay on track.

Economic Matters
Oct 25

Guest Speaker: RANA CHAUHAN
Counsel Portfolio Services
Breaking down the noise.
Pot Stock? Bit Coins?
Plan your Retirement.

Legacy Matters
Nov 8

Guest Speaker: JACQUELINE De RUBEIS
BayShore Homes.
Fall Prevention.
Getting your ducks in a row.

 

Let us help you plot a path!

Choose to work with us and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our spring board.

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SPOTTED IN THE NEWS

Expert Estate

24 September, 2018

Expert Estate Planning: Leaving a Lasting Legacy

Expert Estate Planning: Leaving a Lasting Legacy is an eBook that will walk you through estate planning. Starting with what is estate planning and why it’s important

Introducing Alternative Investments

20 September, 2018

Introducing Alternative Investments

IPC Private Wealth investors now have access to a Multi-Strategy Alternatives mandate - a strategy that provides access to true alternatives, including real estate,

Our Perspective

7 August, 2018

Our Perspective – Certainties and Uncertainties

In under 5 minutes, Rana Chauhan, Counsel’s Chief Investment Strategist, discusses the uncertainties we’ve been experiencing in the markets, and highlights some cert

Retirement Planning

21 June, 2018

Take Control of Your Retirement Income

Turbulent markets, uncertain employment, shifting demographics and ever-changing retirement saving options can make planning a challenge.

 

Audiocasts

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Meet the Team

Marie Phillips, Honours BA, RRC®

Wealth Advisor

Cindy Little

Associate Investment Advisor

Code of Ethics

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Understanding Statements

Instructional video on how to understand your statements.
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Contact Us

For your convenience, we have offices in Ancaster and Milton.
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