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pw year review 2019
Jan 20
Jan 20, 2020 at 1:18 PM
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.
Article
Portfolios
Currency
Tax management
Portfolio management
Bank of Canada
Interest rates
charitablefiving
Nov 19, 2019
Nov 19, 2019 at 9:05 AM
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.
Article
#giving
#legacy
#charity
#donating
#donations
#givingback
#TFSA
#taxreceipt
#charitablegift
#getanswerstotoughquestions
Don’t Get Caught Up
Oct 17, 2019
Oct 17, 2019 at 8:30 AM
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.
Videos
volatility
fixed income
equities
yield
Canada
United States
Interest rates
Bank of Canada
Debt
Bonds
Growth
Families Blend
Sep 17, 2019
Sep 17, 2019 at 1:11 PM
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.
Article
Protecting Through the Good and Bad
Jul 11, 2019
Jul 11, 2019 at 11:49 AM
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.
Videos
volatility
fixed income
equities
Canada
United States
China
Protection
Geopolitical Portfolios
Tariffs
Appointing an Executor: Who Will You Choose?
Jul 4, 2019
Jul 17, 2019 at 8:26 AM
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.
Article
executor
estate planning
estate
financial advice
beneficiary
spouse
family
wealth
will
Manager Insights – May 2019
May 22, 2019
May 23, 2019 at 8:00 AM
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.
Videos
Markets Shift from Winter to Spring
Apr 11, 2019
Apr 11, 2019 at 12:18 PM
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.
Videos
volatility
fixed income
equities
currency
hedge
Canada
United States
Interest Rates
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