18 August, 2017 Estate Planning

Estate planning: preparing for a necessary discussion

It might not be a conversation you feel ready to have, but it’s probably one of the most important you will have, both with your family and your financial advisor....

5 July, 2017 Wealth Management

How to help a client handle a cash windfall

Amassing an instant fortune may seem like a far flung dream, but it is actually more common than many people think. Many Canadians who have cashed out from the hot real estate markets in recent years have found themselves in sudden positions of wealt...

24 May, 2017 Special Reports and Newsletters

Intelligent Investor: Plan Your Retirement Income

Important considerations when planning your retirement....

8 May, 2017 Special Reports and Newsletters

IPC Special Report: Planning Your Financial Future

Life stages and the impact on financial planning....

30 March, 2017 Financial Planning Special Reports and Newsletters

Listen now ...Marie Phillips featured in 680 news!

Over this past weekend Marie Phillips, Wealth Advisor, was featured in a radio segment on 680 news....

23 March, 2017 Special Reports and Newsletters

IPC Special Report: 2017 Federal Budget Highlights

Here are notable highlights from this year's Federal Budget....

15 March, 2017 Special Reports and Newsletters

Intelligent Investor: RRSP & TFSA Infographic

Saving for the future involves using both RRSPs and TFSAs....

10 March, 2017 Special Reports and Newsletters

International Women's Day: Financial risks facing female investors

Marie Phillips was interviewed by Pattie Lovett-Reid at BNN regarding the financial risks facing female investors....

8 March, 2017 Special Reports and Newsletters

Women and Wealth: 3 Ways to Reset Your Thinking

It’s no secret that women today play a significantly larger role as business owners, entrepreneurs or senior executives – much more than they did 50 years ago. It’s an achievement worth celebrating every day, but more so today, as we celebrate...