Estate Planning Basics Over the years, I’ve had many clients who need help with their estate plans. For some, estate planning seems like something to do later in life, when it’s time to “put your affairs in order.” Nothing could be further from the truth.
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Rethinking Investment Risk I often have the “investment risk” conversation with clients approaching retirement age. Traditionally, this has meant telling clients that it’s time to move into lower-risk investments.
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Get Ready for the New E-Wealth Report! We’re refreshing the E-Wealth Report – bringing you an even better look and experience! But don’t worry, we’ll still be delivering great articles and insights.
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DISCLAIMER: This Report is written by the 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 the Canadian Investor Protection Fund and a member of the Investment Industry Regulatory Organization of Canada. Insurance products available through IPC Estate Services Inc. Mortgage Broker Services provided by Invis Inc. (Lic.# ON 10801 / SK 315928) or Mortgage Intelligence Inc. (Lic.# ON 10428 / SK 315857). |
