Recent Blog Posts

Below is a collection of recent blog posts covering topics from personal finance to latest economic and market developments.  Choose a category on the right hand side if there's a particular subject that interests you.  If there is anything you'd like us to answer (and possibly feature on our blog) submit a question on our You Ask, We Answer form found at the bottom.

31 August, 2023

Peace of Mind with Answers to Retirement’s “Three Big Questions”

Retirement success hinges on finding answers to “three big questions,” says IPC financial advisor Doug Hopkins of Milton, Ontario. They are: When can I retire? Will I outlive my money? How much can I spend in retirement? For many Canadians, the global...

23 August, 2023

Why it Pays to Diversify Your Retirement Income Plan

There was a time when creating a retirement income plan was easy – simply invest in government bonds and sit back to collect the income. Today, and for the foreseeable future, investors will need to maximize their retirement income potential by diversifying...

16 August, 2023

Cash Management Options During Times of Volatility

With interest rates rising and uncertainty on inflation’s future, many investors are seeking ways to preserve and grow their cash reserves. One option to consider is “parking” cash in a safe, short-term, low-risk investment until you are ready to move...

09 August, 2023

Secure Your Retirement Income with a Waterfall Investment Strategy

Are you on your way to building a retirement nest egg? Do you want an investment strategy that provides a lifetime of reliable retirement income while maintaining the potential for growth to protect against inflation? You should consider adding a waterfall...

20 July, 2023

Economic Resilience is Giving Way to Recession

Our views and positioning across our portfolios haven’t changed since our June commentary “Where Do We Go From Here.” Most advanced economies have so far dodged the recessions that we, and many others, had expected to start towards the end of the first...

18 July, 2023

More Market Surprises Ahead

In a surprisingly positive first half of 2023, Rana Chauhan discusses how unpredictable “events” can move the markets in ways we can never predict. As Rana notes, the first half of 2023 surprised many investors after a winter of discontent. After many...

26 May, 2023

Financial Market Update: Where Do We Go from Here?

A flurry of data and central bank announcements in recent weeks has provided more clarity about where the global economy is heading, reinforcing our view and also highlighting some risks to our outlook. Three things have become clear. The first is that...

03 May, 2023

Home Ownership Plans

Wondering how the new First Home Savings Account (FHSA) works with existing programs to help you save for a home? Gain a better understanding of Canada’s government sponsored plans for supporting home ownership with our timely new infographic.

26 April, 2023

Incorporate Your True Age in Your Retirement Income Plan

For more than a century, the idea of retirement has been linked to a “retirement age.” Many people consider 65 to be the retirement age in Canada – the point at which you qualify for full Canada Pension Plan or Quebec Pension Plan benefits, for example...

20 April, 2023

Preparing for the Next Cycle

In his Q1 update, Wayne Gillespie discusses the potential impact of the U.S. banking situation on the markets and how Counsel's Portfolio Managment Team is preparing for the next cycle. “Investors should look at the coming months as investment opportunities...

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