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Lyn Greer, CPA, CA, CFP®

Certified Financial Planner®

Laura Theys

Client Care Specialist

SPOTTED IN THE NEWS

Our Perspective: Steady Recovery Despite Recent Market Reset

1 November, 2021

Our Perspective: Steady Recovery Despite Recent Market Reset

In his Q3 update, Rana Chauhan, Counsel’s Chief Investment Strategist, reminds investors that staying focused on their investment goals means embracing the realities

Family talking to a advisor on a coffeee

5 July, 2021

Appointing an Executor: Who Will You Choose?

When appointing an executor for your estate, the person who first comes to mind won’t necessarily become your final choice.

The Importance of Estate Planning What, why, who, and how explained

11 June, 2021

The Importance of Estate Planning: What, why, who, and how explained

Estate planning is all about protecting your loved ones by planning a smooth transfer of your assets to your heirs. It’s about giving you peace of mind

Protecting Your Children From ‘Affluenza'

1 June, 2021

Protecting Your Children From ‘Affluenza’ | IPC Wealth

Imagine an affluent couple whose wealth is self-made after decades of hard work and disciplined financial planning. They have a child who’s 18. Now, the couple is gi

 

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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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