When an Inheritance Must be Equalized Consider yourself fortunate if leaving an inheritance involves the usual manner of dividing up your estate. In some cases, however, it’s not so straightforward.
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Life Stages & Goals Life happens, whether you expect it or not. Life events occur planned or unplanned & impact your financial plans.
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Protect Yourself Against Fraud Visit the Canadian Anti-Fraud Centre (CAFC) website to learn more about fraud types, protecting yourself and reporting incidents.
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Email sent from Kyle Moir - kyle@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). |