Passing along an inheritance? The saying, “shirtsleeves to shirtsleeves in three generations” is almost universal in one form or another across cultures – for a reason. Unfortunately for most families, inherited wealth is often lost by the third generation.
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Coming soon: new personal financial website We’re taking your financial experience to the next level with a new website and enhanced features that will make accessing your online account easier!
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Small steps can make a world of difference Earth Day is coming up on April 22. If you’re planning to mark the occasion, there are a number of ways to celebrate and appreciate our planet.
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Guelph Financial |
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Email sent from Guelph Financial - kenwhite@guelphfinancial.com 9 - 485 Silvercreek Pkwy. N. Guelph, ON N1H 7K5 © 2021 Investment Planning Counsel DISCLAIMER: This Report is written by the Investment Planning Counsel, a fully integrated Wealth Management Company. Mutual funds available through IPC Investment Corporation and IPC Securities Corporation. Securities available through IPC Securities Corporation, a member of the Canadian Investor Protection Fund and a member of the Investment Industry Regulatory Organization of Canada. Insurance products available through IPC Estate Services Inc. Mortgage Broker Services provided by Invis Inc. (Lic.# ON 10801 / SK 315928) or Mortgage Intelligence Inc. (Lic.# ON 10428 / SK 315857). |