Investment Planning Counsel

Investment Planning Counsel Investment Planning Counsel™ is one of Canada's leading independent wealth managers. Have a question about our services? Let us know!

We are a firm of independent financial advisors working with Canadians across the country.

Private equity continues to play a growing role in global markets—but access hasn’t always been easy.Counsel Global List...
06/02/2026

Private equity continues to play a growing role in global markets—but access hasn’t always been easy.

Counsel Global Listed Private Equity Pool responds to a growing investor demand by investing mainly in publicly traded private equity companies that themselves hold stakes in thousands of private businesses across different sectors and regions. A smaller portion may also invest directly in alternative investments traditionally available only to institutional and accredited investors.

A practical option for investors looking to diversify beyond traditional equities.

Read the full article here: https://www.ipcc.ca/listed-private-equity-explained-a-way-to-diversify-portfolios

Private equity has long played an important role in institutional investing. Pension plans, endowments, and foundations have used it for decades to diversify portfolios and to access parts of the economy that aren’t available through public markets. For many individual investors, however, private ...

The inflation spike may be behind us—but the cost-of-living shock isn’t.Corrado Tiralongo, Vice President, Asset Allocat...
05/26/2026

The inflation spike may be behind us—but the cost-of-living shock isn’t.

Corrado Tiralongo, Vice President, Asset Allocation & Chief Investment Officer at Canada Life Investment Management, explores Canada’s “middle ground” position globally and why the real issue now is how higher prices are (or aren’t) flowing through to household incomes, growth, and markets.

Read the full story here: https://www.ipcc.ca/the-adverse-scenario-is-no-longer-a-distant-risk

The market is still treating the closure of the Strait of Hormuz as a disruption that can be absorbed. That may prove correct, but the window for that outcome is narrowing.

The inflation spike may be behind us—but the cost-of-living shock isn’t.Corrado Tiralongo, Vice President, Asset Allocat...
05/20/2026

The inflation spike may be behind us—but the cost-of-living shock isn’t.

Corrado Tiralongo, Vice President, Asset Allocation & Chief Investment Officer at Canada Life Investment Management, explores Canada’s “middle ground” position globally and why the real issue now is how higher prices are (or aren’t) flowing through to household incomes, growth, and markets.

Read the full story here: https://www.ipcc.ca/inflation-has-cooled-but-the-price-level-has-not

Central banks, economists and markets tend to talk about inflation as a rate of change. On that basis, the worst of the post-pandemic inflation shock has faded. The more important issue now is not whether prices are still rising at the same pace, but that they are rising from a much higher base.

Happy   long weekend. As the unofficial start of summer, we hope you enjoy warmer days, time to unwind, and moments that...
05/15/2026

Happy long weekend. As the unofficial start of summer, we hope you enjoy warmer days, time to unwind, and moments that matter most.

What are you looking forward to this weekend? Tell us in the comments!

05/13/2026

Volatility is back—and that’s not necessarily a bad thing.

In our April 2026 Market Monitor, investment leaders share how geopolitical uncertainty, AI investment, and commodities are shaping market opportunities.

Watch the full video below + read the article here: https://www.ipcc.ca/market-monitor-canadian-global-markets

05/10/2026

Today, we celebrate mothers, moms‑to‑be, mother figures, and grandmothers for their strength, kindness, and care, while also recognizing those who may be missing their moms. Your impact is felt in so many important ways.

Total cost reporting (TCR) is a new regulation rolled out on January 1, 2026, that shows all investment costs in dollar ...
05/06/2026

Total cost reporting (TCR) is a new regulation rolled out on January 1, 2026, that shows all investment costs in dollar amounts and percentages. A full breakdown of management, trading and advice fees will be in the 2026 annual statement an investor will receive in 2027. This is about transparency, so you know exactly where your money goes.

Behind those numbers is what you’re paying for:
✔ Expert investment research and management
✔ Personalized financial advice
✔ Support to keep your goals on track

Want to talk about your costs together? Reach out today.

Equities are holding up. Bonds are flashing caution. When oil drives inflation expectations, borrowed time comes at a hi...
05/05/2026

Equities are holding up. Bonds are flashing caution. When oil drives inflation expectations, borrowed time comes at a higher price.

Corrado Tiralongo, Vice President, Asset Allocation & Chief Investment Officer, Canada Life Investment Management Ltd., on why today’s market resilience is more fragile than it looks.

Read the Full Article: https://www.ipcc.ca/borrowed-time-is-becoming-more-expensive

Last week, we argued that the risk rally was running on borrowed time. That still looks right. What has changed is the source of the pressure.

Books have a powerful way of shaping how we think, grow, and connect.Today, we’re excited to share a collection of book ...
05/01/2026

Books have a powerful way of shaping how we think, grow, and connect.

Today, we’re excited to share a collection of book recommendations from colleagues across IPC. These books have inspired many of us personally and professionally, from Chris Reynolds’ new book, 'The Six Circle Strategy', which shares lessons in entrepreneurship, to ‘The Five People You Meet in Heaven’ by Mitch Albom, which highlights the importance of relationships and the impact your choices have on others.

What book has made a lasting impression on you, or what's a valuable piece of advice you’ve taken from one? Share this in the comments! 📖 ✨

04/28/2026

Oil above $100. Inflation risks rising. Volatility back on the table.

Q1 2026 marked a sharp shift from improving market breadth to geopolitical shock. In our in-depth 5-minute video, Paul Punzo breaks down what it means for equities, fixed income, and diversification going forward.

Watch the full video below👇

https://www.ipcc.ca/q1-2026-navigating-volatility-across-global-markets

Address

5015 Spectrum Way
Mississauga, ON
L4W0E4

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Alerts

Be the first to know and let us send you an email when Investment Planning Counsel posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Investment Planning Counsel:

Share

Category