Lee Terry Financial Group- IPC Securities Corporation

03/10/2026

You still have time to register for our exclusive virtual event that’s happening tomorrow, Tuesday, March 10th at 7:00-8:00 PM ET with David Picton, President & CEO of Picton Investments, and John Schneider, Manager of the Toronto Blue Jays, as they draw on their unique experiences leading in fast‑moving, high‑stakes environments. They’ll share perspectives on making sound decisions under pressure, staying disciplined through uncertainty, and maintaining a resilient mindset, offering real‑world insights that can be applied to investing and other aspects of your life.

Visit Home Field Advantage: The Discipline to Win – Zoom to register for this event and be sure to include our event access code: LETE123

(https://us06web.zoom.us/webinar/register/WN_0P2iU7rCTyyR-QD2lDTi3A #/registration))

02/24/2026

Don’t miss our exclusive virtual event on Tuesday, March 10th at 7:00-8:00 PM ET with David Picton, President & CEO of Picton Investments, and John Schneider, Manager of the Toronto Blue Jays, as they draw on their unique experiences leading in fast‑moving, high‑stakes environments. They’ll share perspectives on making sound decisions under pressure, staying disciplined through uncertainty, and maintaining a resilient mindset, offering real‑world insights that can be applied to investing and other aspects of your life.

Visit Home Field Advantage: The Discipline to Win – Zoom to register for this event and be sure to include our event access code: LETE123

(https://us06web.zoom.us/webinar/register/WN_0P2iU7rCTyyR-QD2lDTi3A #/registration)

02/18/2026

What can investing and professional sport teach us about high‑stakes decision‑making? Join us on Tuesday, March 10th, at 7:00– 8:00 PM ET for an exclusive virtual event with David Picton, President & CEO of Picton Investments, and John Schneider, Manager of the Toronto Blue Jays, as they draw on their unique experiences leading in fast‑moving, high‑stakes environments. They’ll share perspectives on making sound decisions under pressure, staying disciplined through uncertainty, and maintaining a resilient mindset, offering real‑world insights that can be applied to investing and other aspects of your life.

Visit Home Field Advantage: The Discipline to Win – Zoom to register for this event and be sure to include our event access code: LETE123

https://us06web.zoom.us/webinar/register/WN_0P2iU7rCTyyR-QD2lDTi3A #/registration

04/24/2024

Have you ever wondered about the difference between growth and value investing?
For one, these terms apply to stock investing, and shifting between the two can affect your overall investments. These popular methodologies employ when selecting stocks, a few distinctions below:
Growth-style investing is when value is placed in stocks of fast growing companies (where revenue tends to be stronger than other companies) i.e. Google, Amazon etc.
Value-style investing is when you buy into a company that's trading for less than the true worth of the business, as if the company is "on sale". But, the underlying fundamentals on the company are strong.
To learn more, check out our full article, and if you have any questions, feel free to reach out!
https://www.insights.ipcc.ca/growth-or-value-investing-whats-the-difference?fbclid=IwZXh0bgNhZW0CMTAAAR04vFG9banBv21_sg5OIswRTWEA9YATkU-5inYHBloocZnd1sZwsPnJlWY_aem_AWKoDBaKXzbBFAGbNhf8tyvqZqoeBzdP6nGgtrBkbwEkkPlEwjdtEOT7yhbKvYyCMxanMOFp7pDKJh-c1nBzZWvn

Have you ever wondered about the difference between growth and value investing?

For one, these terms apply to stock investing, and shifting between the two can affect your overall investments. These popular methodologies employ when selecting stocks, a few distinctions below:

Growth-style investing is when value is placed in stocks of fast growing companies (where revenue tends to be stronger than other companies) i.e. Google, Amazon etc.

Value-style investing is when you buy into a company that's trading for less than the true worth of the business, as if the company is "on sale". But, the underlying fundamentals on the company are strong.

To learn more, check out our full article, and if you have any questions, feel free to reach out to your financial advisor or drop us a comment below.

https://www.insights.ipcc.ca/growth-or-value-investing-whats-the-difference

01/19/2024

Many people find setting (and completing) challenging and only about 20% actually accomplish them.
So, how can you make sure you check off your resolutions?
💡 Flip the narrative: studies show that calling them "goals" vs resolutions sets you up for success.
💡 Have a plan (particularly, a big audacious one).
💡 Set small, manageable, and quantifiable steps that will get you closer to your goal.
Having a goal is great, but without a plan, it's just a dream. What're your 2024 goals?

Many people find setting (and completing) challenging and only about 20% actually accomplish them.

So, how can you make sure you check off your resolutions?

💡 Flip the narrative: studies show that calling them "goals" vs resolutions sets you up for success.

💡 Have a plan (particularly, a big audacious one).

💡 Set small, manageable, and quantifiable steps that will get you closer to your goal.

Having a goal is great, but without a plan, it's just a dream. What're your 2024 goals? Drop them in the comments below 👇

Check out more goal setting episodes (ep #21 with Ryan Estis and #47 with Keita Demming) on podcast here:

https://aspect.ipcc.ca/turning-the-page-podcast

12/22/2023

Wishing you and your family a very Merry Christmas!

12/08/2023

A summary of all the important dates to diarize in your annual financial planning calendar.

11/24/2023

What is the 'Sandwich Generation'? It's a reference to those who undergo a significant life change and are performing a double duty - helping a parent with daily living, while taking care of your children at home.
Finding yourself in this position can be both rewarding and challenging. You've taken on a secondary, important responsibility and navigating it may not always be simple. If you're currently experiencing this, how are you coping? We've put together some actionable tips on how you can prioritize yourself and care for others. Read the full article below.
https://www.insights.ipcc.ca/sandwich-generation-are-you...

When you want answers you start online. The world of apps and bots, data and algorithms. But for all the stats and fast facts, you won't find the answers to life's big questions. That comes when you connect with real people.

10/06/2023

Happy Thanksgiving

09/06/2023

Often, retirement income planning extends far beyond actual retirement, once you've hit that milestone there are still lots of decision that require careful attention. Do you have to downsize? Change your lifestyle? etc.
Take Audrey into consideration - she wanted to downsize but increase her living costs. Read how a sound plan was put into place and her goal reached.
Full story here:
https://www.insights.ipcc.ca/retirement-income-planning...

Retirement income planning should start early. Your advisor will allow you to adapt your plan to meet life’s transitions so you can live life on your terms.

09/01/2023

Happy Labour Day! 🇨🇦