Sudden Wealth
Have you come into a lot of money? Whether you've received an inheritance, sold a business, exercised stock options, won a lottery or received a settlement from an insurance claim, your emotions are no doubt running high. Our team's advice is uniform: Go slow. Here is some initial guidance.
Get professional advice. New wealth brings new opportunities and greater need for objective advice. Be war...
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Know Someone with a Disability?
Then we hope you know there is tremendous new incentive for saving for the individual's long-term financial security. The federal government will throw in up to $70,000 in grants to a Registered Disability Savings Plan (RDSP) and allow all earnings to grow tax-deferred until eventually withdrawn. Families and anyone else with permission of the plan holder can make contributions to the RDSP until...
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Inflation-proof your Portfolio
Think your short-term GICs or treasury bills will ensure a secure retirement lifestyle down the road? Ironically, these so-called "risk-free" investments are not as safe as they seem. While they may guarantee your principal and returns, they also expose you to a different, more insidious kind of risk - inflation risk. Inflation risk is the risk that your investments will buy you less in the futu...
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This Report is written by Investment Planning Counsel, a fully integrated Wealth Management Company. Mutual funds available through IPC Investment Corporation and IPC Securities Corporation. Securities available through IPC Securities Corporation, a member of CIPF and a member of the Investment Industry Regulatory Organization of Canada. Insurance products available through IPC Estate Services Inc. Mortgage broker services provided by IPC Save Inc. (ON Lic. #10227).
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