Investment Planning Counsel

If you're an entrepreneurial Advisor looking for: ✔️ Support with a defined succession plan ✔️ Business development support and strategy ✔️ Access to industry expertise and wealth solutions We can help! Our goal is to support Advisors optimize and grow their business so they can deliver more value to clients – and we’re doing just that! Just take a look at this year's ratings from Investment Executive's 2024 Dealer Report Card. If you have questions, we'd be happy to connect. #lifeatipc #ipculture #investmentplanningcounsel

A quick reminder on this year's annual TFSA/RRSP limits! The year is quickly drawing to a close and tax season is around the corner. Keep on top of the most important money dates with our handy digital infographic guide below. Learn everything from your contribution limits to the best options in helping you reach your financial goals. Any questions? Drop them below! https://lnkd.in/dJS86Q_n #TFSA #RRSP #investmentmanagement #investmentplanningcounsel

Want to build strong client relationships? Focus on developing and earning trust! Three tips from this week's #turningthepage podcast guest, John Klotz:   🟢 Get into the client’s mindset: Ask the right questions to uncover their pain points 🟢 Educate yourself: Professional accolades and designations enhance credibility 🟢 Leverage resources: Use available tools and teams to elevate your service In the latest episode, Chris S. Reynolds and John Klotz, Advisor and Founder of Northwood Financial talk about the core of what Advisors do - relationship building. From defining what being “the best” means to how you can create resonance as well as strategic advice when it comes to servicing high-net worth clients, our 30-minute episode will help you deepen how you connect.  Listen now to discover actionable insights for building stronger client relationships.  https://lnkd.in/gwGkKfNV #highnetworthclients #highnetworth #buildyourbusiness #financialplanning #financialadvisor #investmentplanningcounsel #turningthepage #youxipc #clientexperience #investmentplanningcounsel

Movember touches everyone in a different way, but the reason why each person chooses to participate speaks volumes. Share why you choose to support the Movember campaign below in the comments! To learn more or to make a donation visit: https://lnkd.in/g_TeARTq #Movember #GrowAMo #MoBro #MoSista #MentalHealthMatters #ProstateCancerAwareness #Men’sHealth #MovemberChallenge #IPCCares

If you know our host of #turningthepage podcast Chris S. Reynolds, you know that his #1 idol is Steve Jobs. Through his career, the legacy and work that Steve left behind has inspired Chris and helped him create and scale IPC to what it is today. Watch to learn the key lessons Chris learned and helped shape IPC. You can implement these in your business too! Which one resonated with you most? Tell us below 👇 and stay tuned for Part 2! #youxipc #turningthepage #clientexperience #investmentplanningcounsel #growyourbusiness #clientengagement #financialadvisor #adviceyourway #practicemanagement

Corrado Tiralongo, CIM, MBA, VP of Asset Allocation & CIO of CLIML, has written an insightful piece on the market's reaction should Donald Trump win the election - which we now know, he has. From rising U.S. bond yields to a stronger dollar and potential boost in equities, Corrado breaks down the immediate and longer-term financial implications of a Trump presidency. Don't miss this in-depth analysis on what's next for the markets. Click below to read more: https://lnkd.in/gNx787y9 #investmentmanagement #uselections #adviceyourway

Canada is now firmly in its rate-cutting era and that can have big implications for high-interest savings accounts (HISAs)! In his update, Corrado Tiralongo, CIM, MBA Canada Life’s Vice President, Asset Allocation & Chief Investment Officer, Canada Life Investment Management Ltd discusses why now may be a good time to speak with an advisor and consider alternative investment options that work for you. Read the full article here: https://lnkd.in/dnSj3X6Z #movemoneybackintomarkets #hisa #investmentmanagement

Burning Succession Planning Question #3 - What about your team? Ensuring that you’re including a long term plan for your team as part of your succession plan will help make the transition easier on them and your clients. Your team is integral to you and your business, so accounting for them from the get-go is key to your success! Have more succession planning questions? Or questions in general? We’d love to hear from you - drop them below 👇 #youxipc #successionplanning #yourteam #clientteam #askmeanything #turningthepage #clientexperience #investmentplanningcounsel #growyourbusiness #financialadvisor

The team that grows their Mos together, stays together! We're a few weeks into November and our team is going strong. We're excited to see everyone coming together to support a great cause - supporting men's mental health. Help us contribute and change the face of men's health. To learn more or to make a donation visit: https://lnkd.in/g_TeARTq #Movember #GrowAMo #MoBro #MoSista #MentalHealthMatters #ProstateCancerAwareness #MensHealth #MovemberChallenge #IPCCares

If you're looking to drive long term growth from your investments, a High-Interest Savings Account (HISA) may not be your best bet. In a volatile market, uncertainty is normal - but how should you re-enter the market? Focus on four essentials: personal timing, risk tolerance, expert advice, and investment alignment. https://lnkd.in/d9_JeWdU #movemoneybackintomarkets #hisa #investmentmanagement