All Articles

pw year review 2019
A Year in Review 2019
The IPC Private Wealth Portfolio Management Team continuously monitors and manages investment portfolios using various techniques to help clients reach their investment goals. Our Year-in-Review Infographic highlights the key activities of 2019.
charitablefiving
Leaving a legacy through charitable giving
One of life’s greatest satisfactions is knowing that you’ve made a difference. And when that difference comes from charitable giving, you’re able to support a cause you believe in and help the lives of others.
Don’t Get Caught Up
Don’t Get Caught Up
This quarter, Wayne Gillespie, Director & Senior Portfolio Strategist shares insight into the markets, including some of the global events we’re watching, and heeds caution against getting caught up in short-term noise.
Families Blend
When Families Blend, Life Changes
It wasn’t that long ago when blended families were an uncommon family unit. Today, they now represent about 1 in 8 couples in Canada with children. When families change, so do finances. Here are some life-long things to consider.
Protecting Through the Good and Bad
Protecting Through the Good and Bad
Wayne Gillespie, Director & Senior Portfolio Strategist, discusses the continued volatility we’re seeing in the markets, how geo-political events are shaping investor sentiment, and how we protect portfolios through the good and the bad.
Appointing an Executor: Who Will You Choose?
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. That’s because you must consider a number of factors when making this important decision.
Manager Insights – May 2019
Manager Insights – May 2019
At our New York Due Diligence conference in May, we asked three of our Investment specialists to share their perspectives for what worked in Q4, and what’s working now.
Markets Shift from Winter to Spring
Markets Shift from Winter to Spring
In the last quarter, markets have changed as frequently as the weather. Wayne shares the top reasons shaping investor sentiment, equity valuations, and what we’re watching closely.
Recent Posts
Categories
Tags
To Top