We often get asked if a portfolio service is the right choice for an investor.
The answer to this question depends on your desired approach to managing your investments.
If you want to manage portfolios personally or buy and sell securities directly on a DIY platform, then Investment Planning Counsel is not for you. Similarly, if you prefer to define your own asset allocation strategy, make strategy changes or select and monitor managers, we are not a service that will work for you.
In contrast, if you choose to work with a financial advisor – an IPC Advisor in this instance – Investment Planning Counsel may be right for you.
We partner with IPC Advisors to customize investment solutions to meet the specific investment needs, wants and preferences of investors.
Your Advisor will work with you to define your strategy and determine the target return you will need to achieve your goals. They will help keep you on track to your goals and make adjustments to your investment strategy as your personal and life circumstances change.
We will help define your asset allocation strategy as well as research, select and monitor investment specialists.
We will also adjust your portfolio’s allocation as needed and implement the necessary risk management strategies.
Working with an IPC Advisor does not tie you to investing with Counsel Portfolios. Although we partner exclusively with IPC Advisors, our Advisors are free to work with any financial institution they choose. We call it independence.
Our Advisors have total discretion in their choice of partner. They can choose to work with Counsel Portfolios or not, depending on the needs of their clients. Unlike direct sales institutions, such as banks, we have no sales quotas or added compensation incentives (direct or indirect) for Advisors who work with Counsel Portfolios.
Disclaimers:
The views expressed in this commentary are those of Canada Life Investment Management as at the date of publication and are subject to change without notice. This commentary is presented only as a general source of information and is not intended as a solicitation to buy or sell specific investments, nor is it intended to provide tax or legal advice. Prospective investors should review the offering documents relating to any investment carefully before making an investment decision and should ask their advisor for advice based on their specific circumstances. The content of this material (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.
This material may contain forward-looking information that reflects our or third-party current expectations or forecasts of future events. Forward-looking information is inherently subject to, among other things, risks, uncertainties and assumptions that could cause actual results to differ materially from those expressed herein. These risks, uncertainties and assumptions include, without limitation, general economic, political and market factors, interest and foreign exchange rates, the volatility of equity and capital markets, business competition, technological change, changes in government regulations, changes in tax laws, unexpected judicial or regulatory proceedings and catastrophic events. Please consider these and other factors carefully and not place undue reliance on forward-looking information. The forward-looking information contained herein is current only as ofFebruary 24, 2021.
