Live Your Dream


Believing that knowledge is power, IPC provides a number of tools and other resources to help our clients track their financial situations and better understand the various factors that could affect them.

Through IPC, you can take advantage of:

 

The Bartley Team Newsletter

April Issue - Expecting a tax refund?

March Issue - Why you need to file on time

February Issue - Let Nobel Prize winners guide your portfolio strategy

January Issue - Time to make RRSPs a priority

December Issue - Round out your resolutions with one for friendship

November Issue - The difference a New Year makes

October Issue - Improve performance: think small

September Issue - Why you need more than a will

August Issue - Could you outlive your retirement assets?

August Issue - Strategy lets you smile through market dips

June Issue - Don't let your portfolio drift into risky waters

May Issue - Five habits to ensure a comfortable retirement

May Issue - What role will your portfolio play in retirement?

March Issue - Getting started on your succession plan

February Issue - Why you need a succession plan

January Issue - Test your RRSP smarts

December Issue - Get financially fit - for life

November Issue - Accept your TFSA "gift" at first opportunity

October Issue - Gifting assets to a family member?

September Issue - Investing with style

September Issue - Act now to protect assets from business creditors

July Issue - Put business assets on ice to save tax

June Issue - Sudden Wealth

May Issue - Split business income with family to save tax

April Issue - Tax refund = Missed opportunity to build more wealth

March Issue - April Enewsletter - Take a Bird's Eye View of Your Investments

February Issue - March Enewsletter - Creating the roadmap to your goals

January Issue - Too Much Debt to Live Your Dream?

January Issue - Resolve to pay less tax in the New Year

November Issue - Year-end opportunities to save tax

October Issue - Retirement Nest Egg: How Much Will You Need?

September Issue - The Irrational Investor

September Issue - Where does your retirement plan stand?

September Issue - Markets are dynamic not static

February Issue - The Stock Markets - Just how bad has it been?

January Issue - Have you made your RRSP Contributions yet?

December Issue - 2008 - A Year in Review

November Issue - Are we ready for Obamanomics?

October Issue - What would Warren Buffett do?

September Issue - What's happening in the markets?

August Issue - Rules of Risk Management

July Issue - Markets can offer incredible opportunities

June Issue - What Banks don't want you to know about Creditor Mortgage Life Insurance

June Issue - Upcoming Seminar - Reducing the threat to your financial health

May Issue - Two certainties in life

April Issue - How should you invest during a bear market?

March Issue - Smart investors keep their cool

February Issue - Do you have a bucket list? (BC)

February Issue - Do you have a bucket list?

January Issue - Facts about your RRSP - 2008

December Issue - Happy New Year from all of us at Investment Planning Counsel!

November Issue - Surviving holiday gift giving

October Issue - The story of the canadian dollar

September Issue - Struggling and stressed

August Issue - Relax - The sky has not fallen

July Issue - Banking relationship review

June Issue - Most boomers not saving enough for retirement

May Issue - Steps to successful portfolio management

April Issue - Money management for children

March Issue - E-mail Etiquette

February Issue - Tips for beating winter blues

January Issue - Facts about your RRSP - 2007

December Issue - What will the new year bring?

November Issue - Surviving the holidays

October Issue - Keeping Brain Strong "Secret Sauce" to Longevity?

September Issue - Closing The Retirement Gap

August Issue - School Routines

August Issue - Lemonade Life Lessons

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Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.