Blog

Quarterly Program Commentary: Value and the U.S.

20 July, 2018

Quarterly Program Commentary: Value and the U.S.... Read More

Q1 2018 - MARKET COMMENTARY

23 April, 2018

After a strong start to the year in January, all major stock and bond indexes declined in the first quarter of 2018. Similarly, the Canadian dollar was also strong in January but it too reversed direction and declined by the end of the quarter.... Read More

Making Tax Season Easier

4 March, 2018

Filed Under: Tax Planning
Making Tax Season Easier

Tax season just got a little easier for IPC Private Wealth clients. Starting the week of March 19, 2018, you will receive your personalized 2017 IPC Private Wealth Tax Information Package to help you prepare and consolidate your tax slips.... Read More

The Gamma Factor – The Value of Advice

30 January, 2018

Three basic questions: • The determinants of having a financial advisor • Assessing the impact of a financial advisor on the value of assets • The gamma factors... Read More

Q3 Market Commentary

30 September, 2017

While Trump’s tweets and North Korea’s threats keep unnerving investor sentiment, I encourage you to focus on corporate earnings which are the ultimate driving force behind the direction of the stock market. According to researcher ‘Factset’, U.S. co... Read More

Market Commentary – Canadian Dollar – Market Impact

24 July, 2017

Since May 3rd, 2017, there has been a reversal in the long-term deterioration in the value of the Canadian dollar relative to the U.S. dollar.  Since bottoming at just under $0.72 USD on that date, the Canadian dollar has gained over 9.3% to bring it... Read More

Q2 Market Commentary

30 June, 2017

Although off from the recent peak valuations from earlier in the quarter, your portfolio has still advanced 0.8% from Q1 (March 31, 2017).... Read More

2017 First Quarter Market Commentary

8 May, 2017

Though global equity markets traded sideways in March, they ended the first quarter with a gain of 5.2%. We like the fact that most equity markets have been driven by earnings growth rather than P/E expansion so far in 2017, making the current rally... Read More

2016 Year-End Market Commentary

16 March, 2017

Filed Under: Financial Planning

2016 Year-End Market Commentary: 2016 was a year like a good suspense film, full of plot twists, unexpected events, with alternating emotions of joy and anguish.... Read More

3rd Quarter Commentary

18 October, 2016

Filed Under: Financial Planning

Never in the 250-year modern history of Western culture, with the exception of the communist states, has government intervention played such a large role in the valuation of financial assets.... Read More