Reports and Newsletters
"Knowledge is power"
We believe in keeping our clients up to date on all aspects of wealth management. Our team delivers several publications on a regular basis. If you wish to receive one of our free reports or newsletters by email, please visit the Our Newsletters section to select your preferences.
IPC Rate Report
The Bartley Team Newsletter
March Enewsletter - Creating the roadmap to your goals (BC) - Sunday, February 28, 2010
March Enewsletter - Creating the roadmap to your goals - Sunday, February 28, 2010
Too Much Debt to Live Your Dream? - Thursday, January 28, 2010
Resolve to pay less tax in the New Year - Friday, January 01, 2010
Year-end opportunities to save tax - Thursday, November 26, 2009
Retirement Nest Egg: How Much Will You Need? - Wednesday, October 28, 2009
The Irrational Investor - Wednesday, September 30, 2009
Where does your retirement plan stand? - Wednesday, September 30, 2009
Markets are dynamic not static - Wednesday, September 09, 2009
The Stock Markets - Just how bad has it been? - Tuesday, February 24, 2009
Have you made your RRSP Contributions yet? - Thursday, January 22, 2009
2008 - A Year in Review - Thursday, December 18, 2008
Are we ready for Obamanomics? - Wednesday, November 26, 2008
What would Warren Buffett do? - Monday, October 27, 2008
What's happening in the markets? - Wednesday, September 24, 2008
Rules of Risk Management - Tuesday, August 19, 2008
Markets can offer incredible opportunities - Wednesday, July 23, 2008
What Banks don't want you to know about Creditor Mortgage Life Insurance - Wednesday, June 25, 2008
Upcoming Seminar - Reducing the threat to your financial health - Tuesday, June 03, 2008
Two certainties in life - Monday, May 26, 2008
How should you invest during a bear market? - Wednesday, April 23, 2008
Smart investors keep their cool - Monday, March 31, 2008
Do you have a bucket list? (BC) - Wednesday, February 27, 2008
Do you have a bucket list? - Tuesday, February 26, 2008
Facts about your RRSP - 2008 - Monday, January 28, 2008
Happy New Year from all of us at Investment Planning Counsel! - Monday, December 31, 2007
Surviving holiday gift giving - Tuesday, November 27, 2007
The story of the canadian dollar - Wednesday, October 24, 2007
Struggling and stressed - Tuesday, September 25, 2007
Relax - The sky has not fallen - Wednesday, August 22, 2007
Banking relationship review - Monday, July 30, 2007
Most boomers not saving enough for retirement - Wednesday, June 27, 2007
Steps to successful portfolio management - Monday, May 28, 2007
Money management for children - Monday, April 23, 2007
E-mail Etiquette - Monday, March 26, 2007
Tips for beating winter blues - Wednesday, February 21, 2007
Facts about your RRSP - 2007 - Monday, January 22, 2007
What will the new year bring? - Thursday, December 21, 2006
Surviving the holidays - Wednesday, November 29, 2006
Keeping Brain Strong "Secret Sauce" to Longevity? - Thursday, October 19, 2006
Closing The Retirement Gap - Thursday, September 21, 2006
School Routines - Monday, August 21, 2006
Lemonade Life Lessons - Wednesday, August 16, 2006
Special Report
IPC Special Report (Facts about Your RRSP for this Tax Season) - Friday, January 01, 2010
IPC Special Report (To ETF or not to ETF?) - Wednesday, November 04, 2009
IPC Special Report (Segregated Funds vs Mutual Funds) - Friday, March 06, 2009
IPC Special Report (2009 Federal Budget) - Monday, February 02, 2009
IPC Special Report (Facts about your RRSP) - Wednesday, December 31, 2008
IPC Special Report (Should you borrow for your RRSP?) - Wednesday, December 31, 2008
IPC Special Report (Retirement Savings Update) - Monday, December 15, 2008
IPC Special Report (Results of the US Election) - Thursday, November 06, 2008
IPC Special Report (Keep a Cool Head) - Wednesday, October 08, 2008
IPC Special Report (What‘s going on with the Markets?) - Wednesday, September 17, 2008
IPC Special Report (Tax Free Savings Account) - Monday, August 25, 2008
IPC Special Report (Cost for Education) - Monday, August 25, 2008
IPC Special Report (Portfolio Management Service) - Wednesday, February 07, 2007
IPC Special Report (Borrowing to Invest) - Thursday, January 11, 2007
IPC Special Report (RRSP Facts 2007) - Tuesday, January 09, 2007
Election 2006 - The Impact of Conservative Government for Investors - Tuesday, January 24, 2006
IPC's Intelligent Investor
IPC's Intelligent Investor (Avoid a Big RRSP Mistake) - Thursday, February 18, 2010
IPC's Intelligent Investor (2009 – A Year in Review) - Thursday, January 07, 2010
IPC's Intelligent Investor (Why You Need to Rebalance Your Portfolio) - Monday, November 30, 2009
IPC's Intelligent Investor (Where does your retirement plan stand?) - Monday, October 19, 2009
IPC's Intelligent Investor (Markets are dynamic not static) - Wednesday, September 30, 2009
IPC's Intelligent Investor (Markets Don't Lose Money — People Lose Money) - Friday, August 07, 2009
IPC's Intelligent Investor (Your Decisions Do Matter) - Friday, July 10, 2009
IPC's Intelligent Investor (The Irrational Investor) - Monday, June 01, 2009
IPC's Intelligent Investor (Is This The Rally?) - Friday, May 15, 2009
IPC's Intelligent Investor (Are you taking Advantage of Dividends?) - Monday, March 30, 2009
IPC's Intelligent Investor (Listen to the Old Pros) - Tuesday, February 24, 2009
IPC's Intelligent Investor (Diversification in Difficult Times) - Wednesday, January 21, 2009
Advisor Newsletters
Fall 2004 - Thursday, October 21, 2004
Summer 2004 - Thursday, October 21, 2004
Spring 2004 - Monday, June 21, 2004
Winter 2004 - Thursday, January 01, 2004
Business Owners Report
IPC Business Owners Report (Challenges of Succession Planning) - Monday, April 16, 2007
IPC Business Owners Report (IPP Retirement Funding) - Monday, January 15, 2007
IPC Business Owners Report (Is a Personal Corporation for you?) - Monday, October 16, 2006
IPC Business Owners Report (Protecting Your Most Valuable Asset) - Monday, July 17, 2006
IPC Business Owners Report (BuySell Agreements) - Friday, March 17, 2006
IPC Business Owners Report (Succession Planning Issues for Family-Run Businesses) - Friday, January 13, 2006
Live Your Dream Report
Live Your Dream Report - Volume 7 - Tuesday, June 20, 2006
Live Your Dream Report - Volume 6 - Monday, November 21, 2005
Live Your Dream Report - Volume 5 - Monday, October 17, 2005
Live Your Dream Report - Volume 4 - Monday, August 22, 2005
Live Your Dream Report - Volume 3 - Friday, June 17, 2005
Live Your Dream Report - Volume 2 - Wednesday, March 16, 2005
Live Your Dream Report - Volume 1 - Monday, January 17, 2005