Investment Planning Counsel

09/01/2026

Where do Canada-U.S. trade relations go from here?

1️⃣ Negotiated de-escalation
2️⃣ Prolonged tariffs and counter-tariffs
3️⃣ Broader escalation and increased economic risk

Regardless of the path, the key issue for markets may be uncertainty, not the tariff rate itself. We believe long-term investors should remain focused on diversification and fundamentals.

Read full commentary to dive deeper:

On August 22nd the United States imposed a 50% tariff on close to $20 billion of Canadian goods, representing about 5% of Canadian annual exports to the U.S. [i] The tariffs cover motor vehicles, alcohol, and dairy, plus smaller sectors such as furniture, cement, clothing, and fishing and hockey equ...

08/28/2026

At IPC, looking ahead is an important part of how we grow and succeed. By keeping an eye on the trends and shifts shaping our industry, we can better understand what's on the horizon and identify new opportunities.

Which area do you believe will have the greatest impact on business success by 2030?

🤖 AI & Automation
🤝 Customer Experience
🛡️ Cybersecurity & Trust
🌱 Sustainability & Impact

Share your vote in the comments and tell us why. Is there another trend you think business leaders should be paying attention to? 👇

08/14/2026

🎉 Introducing Friday Features 🎉

Fridays are for fresh perspectives, thought-provoking questions, and great conversations.

Through our Friday Features series, we'll share insights, polls, questions, and conversation starters on business, leadership, investing, industry trends, and more.

To kick things off, let's talk podcasts. 🎙️

A great podcast can introduce a new perspective, challenge your thinking, or leave you with an idea that stays with you long after the episode ends.

Here are a few recent episodes from our Turning the Page Podcast featuring Chris Reynolds that we've been listening to lately.

🎧 Listen here: https://www.ipcc.ca/turning-the-page-podcast

What's a podcast episode you've listened to recently that you'd recommend to others?

Drop your recommendation in the comments👇

07/31/2026

As we head into the long weekend, it's the perfect time to reflect on the memories and connections made so far this summer while looking forward to all that's still to come ☀️

At IPC, bringing people together is an important part of who we are, and the warm summer weather has given us plenty of opportunities to connect. This season, we've enjoyed our annual BBQ, stayed active with our lunchtime walking group, showed our team spirit for the FIFA World Cup, and spent time with some adorable rescue puppies.

Take a look at some of our summer highlights 📸

How are you savoring the summer this long weekend? Tell us in the comments below 👇

07/29/2026

Markets have climbed back to record highs, but are investors overlooking some important risks?

In the latest Insights video, Simon Bowers, Private Wealth Portfolio Manager with IPC Securities, explores the growing gap between market performance and economic realities, the outlook for inflation and interest rates, and why market leadership may be shifting beyond the AI trade.

Watch the video for his latest perspectives on navigating today's investment landscape: https://www.ipcc.ca/risks-opportunities-and-reasons-for-optimism

07/28/2026

What if markets are underestimating the risks?

While investors continue to price in a temporary disruption to global energy supplies, depleted inventories and vulnerable shipping routes mean the cost of being wrong has increased materially.

A new commentary from Corrado Tiralongo, Vice President, Asset Allocation & Chief Investment Officer, Canada Life Investment Management Ltd. explores the potential economic implications and why a diversified, resilient portfolio remains critical in uncertain times.

Read the full article here: https://www.ipcc.ca/markets-are-still-betting-on-a-short-disruption-what-if-they-are-wrong

That is understandable. Earlier disruptions in the Middle East proved temporary. Energy markets adjusted more quickly than many expected, supply found alternative routes, and the global economy continued to expand.

07/22/2026

The greatest gift you can leave your family isn't wealth. It's clarity.

A little planning today can help protect your loved ones, preserve your legacy, and reduce stress for your family when it matters most. Learn the key steps to help ensure your wishes are carried out.

👉 Read the full article and start protecting the people who matter most. https://www.ipcc.ca/estate-planning-protecting-your-heirs-and-beneficiaries

Have you had a conversation with your family about your wishes and legacy?

Get the tools and strategies you can use to protect, build, and preserve your assets, so your loved ones will receive the legacy you intend to leave them.

07/21/2026

Markets remained resilient in Q2 despite ongoing economic and geopolitical uncertainty.

In this latest update, Blair Setford, AVP, Wealth Solutions, Product Management, Canada Life Investment Management Ltd., shares insights on AI-driven market leadership, Canada's evolving economic outlook, and why the Portfolio Solutions Group remains constructive on equities over the next 12 months.

Watch the video: https://www.ipcc.ca/ai-earnings-and-geopolitics-what-moved-markets-in-q2

07/15/2026

CUSMA is not ending. Certainty is.

Canada does not need CUSMA to collapse for trade risk to matter. A less dramatic outcome
may be enough.

Read the full commentary from Corrado Tiralongo, Vice President, Asset Allocation & Chief Investment Officer, Canada Life Investment Management Ltd.:

Over the past several weeks, investors have been focused on the conflict between the U.S. and Iran. That was understandable. Energy prices, inflation expectations, and geopolitical risk moved back to the centre of the market conversation.

07/08/2026

Markets may have moved beyond the latest geopolitical shock, but are they past the consequences?

In his Q2 Market Update, Past the Shock, Not Past the Test, Corrado Tiralongo, Vice President, Asset Allocation & Chief Investment Officer, Canada Life Investment Management Ltd., explores why fading energy risks don't eliminate inflation concerns, what investors should watch next, and why the quality of AI-driven earnings may matter more than the headlines suggest.

Read the full article here:

That is understandable. The immediate risk of a highly adverse energy shock has faded as a fragile U.S.-Iran agreement reduces the risk that energy flows through the Strait of Hormuz remain severely disrupted. That matters. A prolonged disruption to one of the world’s most important energy chokepo...