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Mae-Claire Locke, B.Sc., EPC

Financial Advisor

Lavone McKnight

Mutual Fund Sales Associate

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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SPOTTED IN THE NEWS

31 January, 2024

Money Facts 2024

Important Facts You'll Want to Know Tax rates, RRSP and TFSA contribution limits and CPP benefit amounts change every year. Learn about...

24 January, 2024

Central Banks, Fixed Income, and the Year Ahead

In our Insights in 5 2023 year-end update, IPC Private Wealth Portfolio Manager Simon Bowers looks back on the year and discusses what...

18 January, 2024

Money Dates 2024

Here is a summary of all the important dates in 2024 to diarize in your annual financial planning calendar. This guide will help you...

11 January, 2024

Faith: The Key to Investing During Uncertain Times

Counsel’s Chief Investment Strategist Rana Chauhan provides his summary of 2023 and notes that 2024 will likely be a contentious election...

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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