Wealth Transfer Although many Canadians believe estate planning is only for the super wealthy, everyone needs a plan to transfer their wealth. Start the conversation with a family meeting.
|
|
|
The Value of Advice Managing investments and an overall financial plan requires a lot of time, effort and expertise. That’s why many people find value in working with a Financial Advisor.
|
|
Is it really the CRA? Beware of tax fraud schemes. If you get a call or email that sounds like a scam, it probably is. Here’s how to know it’s really the Canada Revenue Agency (CRA).
|
|
|
|
|
|
Email sent from Kyle Moir - info@theplanners.ca 4195 Dundas Street West Suite 328 Etobicoke, ON M8X 1Y4 © 2021 Investment Planning Counsel 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). |