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SPOTTED IN THE NEWS

In Conversation with out Portfolio Management Team

6 February, 2025

In Conversation With: On Tariffs Between the U.S. and Canada

In our video update, Investment Planning Counsel's VP of Portfolio Strategy discusses how IPC Private Wealth portfolio managers are preparing for tariffs.

Letter from Corrado Tiralongo

31 January, 2025

Trump, tariffs and the 51st state – Impacts and risks for Canadians

On U.S. President Donald Trump's first day in office, he threatened to impose 25% tariffs on goods from Canada and Mexico by Feb. 1. The re-emergence of tariffs as a

Our Team


Peter Tavener, CFP®

Financial Planner

Daniel Tavener

Financial Advisor

The Value of Advice

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
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The Cost of Advice

Understanding the different fee models and what each gets you is the start of any good planning exercise.
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