Investment Planning Counsel

Hear Corrado Tiralongo, CIM, MBA's latest take on Trump’s tariff decisions and their far-reaching implications for markets and economic alliances. The big question in the latest tariff fiasco will be the U.S. administration's willingness to negotiate – provided counterparties offer political wins. Markets may be preparing for increased volatility. Investors should balance risk management with strategic positioning to navigate a more uncertain trade environment ahead. Read the full article with the link below: https://lnkd.in/gh4i8qnf #investmentmanagement #uscanada2025 #tradepolicy #canustariffs #investmentplanningcounsel

Scaling your advisory practice can be simple, especially when broken down into 3 steps. While, we're sharing our tactical blueprint below, having a vision is really the first step! 🟢 Step 1: Establish the prototype 🟢 Step 2: Duplicate what you've just created 🟢 Step 3: Assemble the right team to bring your vision to life If you're looking to take your business to the next level, where in the process are you? If you have questions, we'd be happy to connect with you. #scacleyourbusiness #advisoryfirm #businessgrowth #youxipc #practicemanagement

In his Q4 2024 update, Corrado Tiralongo, CIM, MBA, VP of Asset Allocation & CIO of CLIML, looks at numerous challenges amid change in U.S. trade policies, structural issues in China and slow growth in the eurozone. Corrado also shares his perspective on the continued expansion of the Artificial Intelligence (AI) bubble for the year ahead. Read the full article below https://lnkd.in/eWCr7xZM? #quarterlyupdate #ustradepolicy #investmentmanagement

“People don’t buy what you do; they buy why you do it.”   By following this philosophy, Mike Fata: 🟢 Lost over 100 pounds 🟢 Sold his business for a nine-figure deal – three times! 🟢 Became a business growth mentor In our latest episode of the #turningthepage podcast, Chris S. Reynolds and Mike Fata, host of Founder to Mentor podcast, author of bestseller “Grow: 12 Unconventional Lessons for Becoming an Unstoppable Entrepreneur”, discuss key strategies for gaining momentum and becoming a successful entrepreneur. Mike shares the importance of having a strong “why”, staying disciplined and celebrating small wins as you grow your business.  Drawing from his own experience of losing weight and starting his fitness journey, Mike talks about his driving force and authentic marketing in building his business, and then helping others do the same. He shares these insights and more in this episode.  Tune in for more insights and practical tips to grow your business with the link below: https://lnkd.in/gsfrKWR4 #MikeFata #buildyourbusiness #investmentplanningcounsel #turningthepage #youxipc #clientexperience #investmentplanningcounsel

Family Day is all about creating memories that last! Whether you are: 🃏 Playing board games 📽️ Binging movies 🍪 Baking cookies All these little moments count, especially when you’re with your loved ones. We'd love to know how you’re spending your #FamilyDay long weekend? 👇 #FamilyDay2025 #FamilyDay #LifeatIPC

Only 10% of advisors have a formal succession plan in place. But, what if we told you that 6-simple steps is all it takes to help you get your plan off the ground? Swipe through to find out what you'll need to do when it comes to creating a succession plan. And, for more in-depth information, download our Succession Planning Playbook 👇 #6steps #successionplanning #practicemanagement 

The conversation around U.S. tariffs is an ever-evolving, fluid situation. Corrado Tiralongo, CIM, MBA shares his insights on market volatility, the possible consequences of these tariffs on the economy, as well as recession risks for both Canada and Mexico. Over the short and medium-term, investors should prepare for increased volatility, balancing risk management with strategic positioning to navigate a more uncertain trade environment. Read the full article with the link below: https://lnkd.in/gQ9AvCc7 #investmentmanagement #uscanada2025 #tradepolicy #canustariffs #investmentplanningcounsel

Money Facts 2025 is an in-depth resource to stay on top of latest contribution limits and rates for RRSPs, TFSAs, OAS pensions, and CPP benefits for this calendar year. All the financial information you need to keep your plan on track at one place! Save this post and bookmark the infographic to refer to later. https://lnkd.in/gCPpu49y #moneyfacts2025 #investmentmanagement #moneydates #investmentplanningcounsel

What're some simple, effective ways to grow and scale your business? 🟢 Create capacity to do so by outsourcing activities outside your highest area of return.   🟢 Refresh your processes and simplify.  🟢 Develop a clear and well articulated portfolio philosophy. Our full guide, 7 Practical Growth Strategies covers this and so much more. Have questions? Let's connect. https://lnkd.in/eykSQytW #growth #scaleyourbusiness #practicemanagement #investmentplanningcousel 

This Black History Month (and round the year), we celebrate the contributions of Black individuals – from arts, politics, culture and beyond – whose voices have helped shaped the world in profound ways. We honor their diversity, uplift their contributions, and continue working towards a more inclusive society. #BlackHistoryMonth #BHM #LifeAtIPC