Reports & Newsletters


Believing that knowledge is power, IPC provides a number of tools and other resources to help our clients track their financial situations and better understand the various factors that could affect them.

Through IPC, you can take advantage of:

 

The Simmons Team Newsletter

January Issue - Expecting a tax refund?

January Issue - Why you need to file on time

January Issue - Let Nobel Prize winners guide your portfolio strategy

January Issue - Time to make RRSPs a priority

January Issue - Round out your resolutions with one for friendship

January Issue - The difference a New Year makes

January Issue - Improve performance: think small

January Issue - Why you need more than a will

January Issue - Could you outlive your retirement assets?

January Issue - Strategy lets you smile through market dips

January Issue - Don't let your portfolio drift into risky waters

January Issue - Five habits to ensure a comfortable retirement

February Issue - What role will your portfolio play in retirement?

January Issue - Getting started on your succession plan

January Issue - Why you need a succession plan

January Issue - Test your RRSP smarts

January Issue - Get financially fit - for life

January Issue - Accept your TFSA "gift" at first opportunity

January Issue - Gifting assets to a family member?

January Issue - Investing with style

January Issue - Act now to protect assets from business creditors

January Issue - Put business assets on ice to save tax

January Issue - Sudden Wealth

January Issue - Split business income with family to save tax

January Issue - Tax refund = Missed opportunity to build more wealth

January Issue - April Enewsletter - Take a Bird's Eye View of Your Investments

January Issue - The Stock Markets - Just how bad has it been?

January Issue - Have you made your RRSP Contributions yet?

January Issue - 2008 - A Year in Review

January Issue - Are we ready for Obamanomics?

January Issue - What would Warren Buffett do?

January Issue - What's happening in the markets?

January Issue - Rules of Risk Management

January Issue - Markets can offer incredible opportunities

January Issue - What Banks don't want you to know about Creditor Mortgage Life Insurance

January Issue - Two certainties in life

January Issue - How should you invest during a bear market?

January Issue - Smart investors keep their cool

January Issue - Do you have a bucket list? (BC)

January Issue - Do you have a bucket list?

January Issue - Facts about your RRSP - 2008

January Issue - Happy New Year from all of us at Investment Planning Counsel!

January Issue - Surviving holiday gift giving

January Issue - The story of the canadian dollar

January Issue - Struggling and stressed

January Issue - Relax - The sky has not fallen

January Issue - Banking relationship review

January Issue - Most boomers not saving enough for retirement

January Issue - Steps to successful portfolio management

January Issue - Money management for children

January Issue - E-mail Etiquette

January Issue - Tips for beating winter blues

January Issue - Facts about your RRSP - 2007

January Issue - What will the new year bring?

January Issue - Surviving the holidays

January Issue - Keeping Brain Strong "Secret Sauce" to Longevity?

Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.