Reports and Newsletters
"Knowledge is power"
We believe in keeping our clients up to date on all aspects of wealth management. Our team delivers several publications on a regular basis. If you wish to receive one of our free reports or newsletters by email, please visit the Our Newsletters section to select your preferences.
IPC Rate Report
The Vanveen Financial Team Newsletter
Manage summer spending to increase savings - May-01-13
Chasing winners doesn't pay off - April-01-13
Balance company assets with your personal portfolio - March-01-13
Choose from two potent RRSP strategies - February-01-13
TFSA limits get extra boost in 2013 - January-01-13
Benefits of consolidating your investments - September-28-12
T is for tax-efficient - August-30-12
Study quantifies value of financial advice - July-29-12
Put your finances on auto-pilot - June-26-12
Are you hunting for a new house? - May-31-12
Expecting a tax refund? - April-30-12
Why you need to file on time - March-31-12
Let Nobel Prize winners guide your portfolio strategy - February-29-12
Time to make RRSPs a priority - January-31-12
Round out your resolutions with one for friendship - December-30-11
The difference a New Year makes - November-30-11
Improve performance: think small - October-31-11
Why you need more than a will - September-30-11
Could you outlive your retirement assets? - August-31-11
Strategy lets you smile through market dips - August-01-11
Don't let your portfolio drift into risky waters - June-30-11
Five habits to ensure a comfortable retirement - May-31-11
What role will your portfolio play in retirement? - May-02-11
Getting started on your succession plan - March-31-11
Why you need a succession plan - February-28-11
Test your RRSP smarts - January-31-11
Get financially fit - for life - December-31-10
Accept your TFSA "gift" at first opportunity - November-30-10
Gifting assets to a family member? - October-31-10
Investing with style - September-30-10
Act now to protect assets from business creditors - September-01-10
Put business assets on ice to save tax - July-31-10
Sudden Wealth - July-12-10
The Stock Markets - Just how bad has it been? - February-24-09
Have you made your RRSP Contributions yet? - January-22-09
2008 - A Year in Review - December-18-08
Are we ready for Obamanomics? - November-26-08
What would Warren Buffett do? - October-27-08
What's happening in the markets? - September-24-08
Rules of Risk Management - August-19-08
Markets can offer incredible opportunities - July-23-08
What Banks don't want you to know about Creditor Mortgage Life Insurance - June-25-08
Two certainties in life - May-26-08
How should you invest during a bear market? - April-23-08
Smart investors keep their cool - March-31-08
Do you have a bucket list? (BC) - February-27-08
Do you have a bucket list? - February-26-08
Facts about your RRSP - 2008 - January-28-08
Happy New Year from all of us at Investment Planning Counsel! - December-31-07
Surviving holiday gift giving - November-27-07
The story of the canadian dollar - October-24-07
Struggling and stressed - October-16-07
Special Report
IPC Special Report (The 2013 Federal Budget) - March-22-13
IPC Special Report (Year-Round Tax Strategies) - December-03-12
IPC Special Report (Year-End Tax Tips for 2012) - November-30-12
IPC Special Report (Budget Bulletin 2012) - April-02-12
IPC Special Report (2011 Federal Budget Proposal Highlights) - June-14-11
IPC Special Report (Japan: Volatility likely to continue) - March-16-11
IPC Special Report (Top Ten Tax Saving Tips for 2011) - March-02-11
IPC Special Report (Are you Being Swayed) - July-29-10
IPC Special Report (Canada Pension Plan) - April-12-10
IPC Special Report (Facts about Your RRSP for this Tax Season) - January-01-10
IPC Special Report (To ETF or not to ETF?) - November-04-09
IPC Special Report (Segregated Funds vs Mutual Funds) - March-06-09
IPC Special Report (2009 Federal Budget) - February-02-09
IPC Special Report (Facts about your RRSP) - December-31-08
IPC Special Report (Should you borrow for your RRSP?) - December-31-08
IPC Special Report (Retirement Savings Update) - December-15-08
IPC Special Report (Results of the US Election) - November-06-08
IPC Special Report (Keep a Cool Head) - October-08-08
IPC Special Report (What‘s going on with the Markets?) - September-17-08
IPC Special Report (Tax Free Savings Account) - August-25-08
IPC Special Report (Cost for Education) - August-25-08
IPC Special Report (Portfolio Management Service) - February-07-07
IPC Special Report (Borrowing to Invest) - January-11-07
IPC's Intelligent Investor
IPC's Intelligent Investor (Practice Good Investing Habits) - May-15-13
IPC's Intelligent Investor (Market Commentary: First Quarter 2013) - April-18-13
IPC's Intelligent Investor (Committing to Your New Year’s Resolutions) - January-24-13
IPC's Intelligent Investor (Strategic vs. Tactical Asset Allocation) - December-05-12
IPC's Intelligent Investor (Focus on Your Plan) - October-17-12
IPC's Intelligent Investor (Portfolio Philosophy versus Track Record) - September-19-12
IPC's Intelligent Investor (Meeting Your Income Needs) - August-29-12
IPC's Intelligent Investor (Study Gauges the Value of Financial Advice) - June-21-12
IPC's Intelligent Investor (Buy Low, Sell High) - March-23-12
IPC's Intelligent Investor (Lessons from 2011) - January-25-12
IPC's Intelligent Investor (Don’t Let Volatile Markets Spook You) - October-26-11
IPC's Intelligent Investor (The View From Your Investment Specialists) - September-28-11
Advisor Newsletters
Fall 2004 - October-21-04
Summer 2004 - October-21-04
Spring 2004 - June-21-04
Winter 2004 - January-01-04
Business Owners Report
IPC Business Owners Report (Challenges of Succession Planning) - April-16-07
IPC Business Owners Report (IPP Retirement Funding) - January-15-07
IPC Business Owners Report (Is a Personal Corporation for you?) - October-16-06
IPC Business Owners Report (Protecting Your Most Valuable Asset) - July-17-06
IPC Business Owners Report (BuySell Agreements) - March-17-06
IPC Business Owners Report (Succession Planning Issues for Family-Run Businesses) - January-13-06
Live Your Dream Report
Live Your Dream Report - Volume 7 - June-20-06
Live Your Dream Report - Volume 6 - November-21-05
Live Your Dream Report - Volume 5 - October-17-05
Live Your Dream Report - Volume 4 - August-22-05
Live Your Dream Report - Volume 3 - June-17-05
Live Your Dream Report - Volume 2 - March-16-05
Live Your Dream Report - Volume 1 - January-17-05