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.
|
|
Showing Gratitude Given this year’s turmoil and extremely difficult circumstances, it might be easy to dwell on the negative, but it’s also crucial to balance that with gratitude.
|
|
|
|
|
|
|
|
Email sent from The Koshman Team - gkoshman@ipcregina.com
101 - 4561 Parliament Ave. Regina, SK S4W 0G3 © 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). |
