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178            "categoryFR": "",
179            "thumbnailFR": "",
180            "extractFR": "",
181            "translationAvailable":false
182        },
183  {
184            "id": "498545",
185            "title": "2026 Market Monitor",
186            "author": "Corporate",
187            "publishDate": "2026-05-06",
188            "thumbnail": "/delegate/services/file/498545/content",
189            "category": "Plan",
190            "link": "/blog/498553-/2026-market-monitor",
191            "extract": "In this edition of Market Monitor, Leonie MacCann, Head of Client Investment Solutions at Keyridge Asset Management, Jeff Bradacs, Co-Head of Equity Strategies. ",
192            "titleFR": "Observatoire du marché – avril 2026 : Marchés canadiens et mondiaux",
193            "categoryFR": "",
194            "thumbnailFR": "delegate/services/file/498561/content",
195            "extractFR": "Dans l’Observatoire du marché d’avril 2026, des experts en placement parlent de gestion de la volatilité, de croissance mondiale et de l’investissement dans des thèmes de long terme comme l’IA et les marchandises, tout en rappelant que les portefeuilles disciplinés et diversifiés sont conçus pour traverser l’incertitude et saisir les occasions. ",
196            "translationAvailable": true
197        },
198  {
199            "id": "498511",
200            "title": "Borrowed time is becoming more expensive",
201            "author": "Corrado Tiralongo",
202            "publishDate": "2026-05-06",
203            "thumbnail": "/delegate/services/file/498513/content",
204            "category": "Plan",
205            "link": "/blog/498511-/borrowed-time-is-becoming-more-expensive",
206            "extract": "Last week, we argued that the risk rally was running on borrowed time. That still looks right. What has changed is the source of the pressure. ",
207            "titleFR": "Vivre sur du temps emprunté coûte plus",
208            "categoryFR": "",
209            "thumbnailFR": "/delegate/services/file/498671/content",
210            "extractFR": "La semaine dernière, nous avons fait valoir que la remontée du risque se faisait sur du temps emprunté. Cela semble toujours juste.",
211            "translationAvailable": true
212        },
213  {
214            "id": "496614",
215            "title": "Q1 2026 - Our Perspective",
216            "author": "Blair Setford",
217            "publishDate": "2026-04-14",
218            "thumbnail": "/delegate/services/file/496617/content",
219            "category": "Plan",
220            "link": "/blog/496614-/q1-2026---our-perspective",
221            "extract": "In the following three-minute video, Blair Setford, AVP Product Management with Canada Life Investment Management, discusses how markets have been volatile in Q1 2026 as investors juggle geopolitical tensions, shifting trade policy, and changing expectations for inflation and growth.",
222            "titleFR": "T1 2026 – Notre perspective",
223            "categoryFR": "",
224            "thumbnailFR": "/delegate/services/file/496626/content",
225            "extractFR": ".Dans cette vidéo de trois minutes, Blair Setford, vice-président adjoint, Gestion des produits chez Gestion de placements Canada Vie, explique comment les marchés ont été volatils au premier trimestre de 2026, alors que les investisseurs composaient avec les tensions géopolitiques, l’évolution des politiques commerciales et des attentes changeantes à l’égard de l’inflation et de la croissance économique. ",
226            "translationAvailable": true
227        },
228       {
229            "id": "496542",
230            "title": "A pause, not an end",
231            "author": "Corrado Tiralongo",
232            "publishDate": "2026-04-09",
233            "thumbnail": "/delegate/services/file/495026/content",
234            "category": "Plan",
235            "link": "/blog/496542-/a-pause-not-an-end",
236            "extract": "Executive summary The ceasefire between the U.S., Israel, and Iran is a meaningful de-escalation, but remains fragile and conditional Markets have responded",
237            "titleFR": "",
238            "categoryFR": "",
239            "thumbnailFR": "",
240            "extractFR": ".",
241            "translationAvailable": false
242        },
243        {
244            "id": "496553",
245            "title": "Understanding Your Investment Costs Through Total Cost Reporting (TCR)",
246            "author": "Corrado Tiralongo",
247            "publishDate": "2026-04-09",
248            "thumbnail": "/delegate/services/file/496544/content",
249            "category": "Plan",
250            "link": "/blog/496553-/understanding-your-investment-costs-through-total-cost-reporting-tcr",
251            "extract": "Total Cost Reporting (TCR) is a new disclosure standard introduced by Canadian securities regulators to help you, as an investor, clearly understand the full cost of your investment products and the services you receive.",
252            "titleFR": "Comprendre vos coûts de placement au moyen de l’information sur le coût total",
253            "categoryFR": "",
254            "thumbnailFR": "",
255            "extractFR": "L’information sur le coût total est une nouvelle norme de divulgation mise en place par les organismes canadiens de réglementation des valeurs mobilières afin de vous aider, en tant qu’investisseur, à comprendre clairement le coût total de vos produits de placement et des services que vous recevez.",
256            "translationAvailable": true
257        },
258{
259            "id": "495024",
260            "title": "Interconnected risks are rising, but this isn’t 2008",
261            "author": "Corrado Tiralongo",
262            "publishDate": "2026-03-23",
263            "thumbnail": "/delegate/services/file/495026/content",
264            "category": "Plan",
265            "link": "/blog/495024-/interconnected-risks-are-rising-but-this-isnt-2008",
266            "extract": ".",
267            "titleFR": "Les risques interconnectés augmentent, mais nous ne sommes pas en 2008",
268            "categoryFR": "",
269            "thumbnailFR": "/delegate/services/file/495035/content",
270            "extractFR": ".",
271            "translationAvailable": false
272        },
273{
274            "id": "494282",
275            "title": "10 Ways to Grow Your RRSP",
276            "author": "Corporate",
277            "publishDate": "2026-03-09",
278            "thumbnail": "/delegate/services/file/494282/content",
279            "category": "Plan",
280            "link": "/blog/494291-10-Ways-to-Grow-Your-RRSP",
281            "extract": ".",
282            "titleFR": "10 façons de faire croître votre REER",
283            "categoryFR": "",
284            "thumbnailFR": "/delegate/services/file/494294/content",
285            "extractFR": ".",
286            "translationAvailable": true
287        },
288{
289            "id": "493867",
290            "title": "U.S. and Israeli strikes on Iran",
291            "author": "Corporate",
292            "publishDate": "2026-03-06",
293            "thumbnail": " /delegate/services/file/493869/content",
294            "category": "Plan",
295            "link": "/blog/493867-/us-and-israeli-strikes-on-iran/",
296            "extract": ".",
297            "titleFR": "",
298            "categoryFR": "",
299            "thumbnailFR": "",
300            "extractFR": ".",
301            "translationAvailable": false
302        },
303
304{
305            "id": "493534",
306            "title": "First Home Savings Account Infographic",
307            "author": "Corporate",
308            "publishDate": "2026-02-25",
309            "thumbnail": " /delegate/services/file/493526/content/",
310            "category": "Plan",
311            "link": "/blog/493534-/first-home-savings-account-infographic/",
312            "extract": ".",
313            "titleFR": "",
314            "categoryFR": "",
315            "thumbnailFR": "",
316            "extractFR": ".",
317            "translationAvailable": false
318        },
319{
320            "id": "493472",
321            "title": "Tariff policy resets, but protectionism persists",
322            "author": "Corrado Tiralongo",
323            "publishDate": "2026-02-20",
324            "thumbnail": "/delegate/services/file/493464/content",
325            "category": "Plan",
326            "link": "/blog/493472-/tariff-policy-resets-but-protectionism-persists",
327            "extract": "On Feb. 20, 2026, the U.S. Supreme Court ruled that the administration’s use of the International Emergency Economic Powers Act (IEEPA) to impose sweeping reciprocal tariffs was unlawful.",
328            "titleFR": "",
329            "categoryFR": "",
330            "thumbnailFR": "",
331            "extractFR": ".",
332            "translationAvailable": false
333        },
334{
335            "id": "492193",
336            "title": "TFSA & RRSP ",
337            "author": "Corporate",
338            "publishDate": "2026-02-12",
339            "thumbnail": "/delegate/services/file/492157/content",
340            "category": "Plan",
341            "link": "/blog/492193-/tfsa--rrsp",
342            "extract": "Wondering where to put your money? Find out whether a TFSA or an RRSP or a combination of both are best for achieving your financial goals, taking into account",
343            "titleFR": "CELI et REER",
344            "categoryFR": "",
345            "thumbnailFR": "delegate/services/file/492216/content",
346            "extractFR": "Économiser pour l’avenir implique souvent l’utilisation combinée du CELI et du REER.",
347            "translationAvailable": true
348        },
349{
350            "id": "491545",
351            "title": "2026 Market Monitor",
352            "author": "Corporate",
353            "publishDate": "2026-02-02",
354            "thumbnail": "/delegate/services/file/491547/content",
355            "category": "Plan",
356            "link": "/blog/491545-/2026-market-monitor",
357            "extract": "",
358            "titleFR": "",
359            "categoryFR": "",
360            "thumbnailFR": "",
361            "extractFR": ".",
362            "translationAvailable": false
363        },
364{
365            "id": "491555",
366            "title": "Market volatility returns to Canada as metals unwind sharply",
367            "author": "Corrado Tiralongo",
368            "publishDate": "2026-02-02",
369            "thumbnail": "/delegate/services/file/491657/content",
370            "category": "Plan",
371            "link": "/blog/491555-/market-volatility-returns-to-canada-as-metals-unwind-sharply",
372            "extract": "",
373            "titleFR": "",
374            "categoryFR": "",
375            "thumbnailFR": "",
376            "extractFR": ".",
377            "translationAvailable": false
378        },
379{
380            "id": "491162",
381            "title": "2026 Money Dates",
382            "author": "Corporate",
383            "publishDate": "2026-01-28",
384            "thumbnail": "/delegate/services/file/491182/content",
385            "category": "Plan",
386            "link": "/blog/491162-/2026-money-dates",
387            "extract": "",
388            "titleFR": "",
389            "categoryFR": "",
390            "thumbnailFR": "",
391            "extractFR": ".",
392            "translationAvailable": false
393        },
394{
395            "id": "491161",
396            "title": "From Noise to Signal: Navigating Markets in 2026",
397            "author": "Corrado Tiralongo",
398            "publishDate": "2026-01-28",
399            "thumbnail": "/delegate/services/file/491053/content",
400            "category": "Plan",
401            "link": "/blog/491161-/from-noise-t-signal-navigating-markets-in-2026",
402            "extract": "",
403            "titleFR": "",
404            "categoryFR": "",
405            "thumbnailFR": "",
406            "extractFR": ".",
407            "translationAvailable": false
408        },
409{
410            "id": "490868",
411            "title": "Insights in 5",
412            "author": "Paul Punzo",
413            "publishDate": "2026-01-23",
414            "thumbnail": "/delegate/services/file/490860/content",
415            "category": "Plan",
416            "link": "/blog/490868-/insights-in-5",
417            "extract": "",
418            "titleFR": "5 minutes chrono",
419            "categoryFR": "",
420            "thumbnailFR": "/delegate/services/file/492120/content",
421            "extractFR": "Ce document est destiné aux conseillers autorisés d’IPC Valeurs mobilières qui offrent des comptes de Patrimoine privé IPC. Ni le présent rapport ni la",
422            "translationAvailable": true
423        },
424    {
425            "id": "490586",
426            "title": "Our Perspective: 2025 Market Review and 2026 Outlook",
427            "author": "Blair Setford",
428            "publishDate": "2026-01-20",
429            "thumbnail": "/delegate/services/file/490578/content",
430            "category": "Plan",
431            "link": "/blog/490586-/our-perspective-2025-market-review-and-2026-outlook",
432            "extract": "",
433            "titleFR": "Notre perspective : Revue des marchés de 2025 et perspectives pour 2026",
434            "categoryFR": "",
435            "thumbnailFR": "/delegate/services/file/490750/content",
436            "extractFR": "Dans la vidéo de cinq minutes qui suit, Blair Setford, vice-président adjoint, Gestion de produits, Gestion de placements Canada Vie limitée, présente son point de vue sur le quatrième trimestre de 2025 et ses perspectives pour 2026.",
437            "translationAvailable": true
438        },
439    {
440            "id": "489950",
441            "title": "Money Facts 2026",
442            "author": "Corporate",
443            "publishDate": "2026-01-15",
444            "thumbnail": "/delegate/services/file/489991/content",
445            "category": "Plan",
446            "link": "/blog/489950-/-money-facts-2026",
447            "extract": "",
448            "titleFR": "Conseils monétaires 2026",
449            "categoryFR": "",
450            "thumbnailFR": "/delegate/services/file/490020/content",
451            "extractFR": "",
452            "translationAvailable": true
453        },
454        {
455            "id": "489545",
456            "title": "2025 Q4 investment insights: 2026 market outlook",
457            "author": "Corporate",
458            "publishDate": "2026-01-06",
459            "thumbnail": "/delegate/services/file/489537/content",
460            "category": "Plan",
461            "link": "/blog/489545-/2025-q4-investment-insights-2026-market-outlook",
462            "extract": "Insights from Corrado Tiralongo, Chief Investment Officer, Canada Life Investment Management Ltd., on the fourth financial quarter of 2025. ",
463            "titleFR": "Perspectives sur les placements du quatrième trimestre de 2025 : Perspectives des marchés pour 2026",
464            "categoryFR": "",
465            "thumbnailFR": "/delegate/services/file/490741/content",
466            "extractFR": "Le point de vue de Corrado Tiralongo, chef des placements, sur l’économie mondiale au quatrième trimestre de 2025.",
467            "translationAvailable": false
468        },
469 {
470            "id": "486930",
471            "title": "Policy divergence, fading inflation pressures, and a weakening domestic backdrop",
472            "author": "Corrado Tiralongo",
473            "publishDate": "2025-12-10",
474            "thumbnail": "/delegate/services/file/486922/content",
475            "category": "Plan",
476            "link": "/blog/486930-/policy-divergence-fading-inflation-pressures-and-a-weakening-domestic-backdrop",
477            "extract": `Diverging monetary policies, easing global inflation pressures and a weakening domestic economy are shaping financial conditions as we move into 2026. Read the full commentary from Corrado Tiralongo, Vice President, Asset Allocation & Chief Investment`,
478            "titleFR": "Divergence des politiques monétaires, atténuation des pressions inflationnistes et affaiblissement du contexte intérieur",
479            "categoryFR": "",
480            "thumbnailFR": "/delegate/services/file/487475/content",
481            "extractFR": "L’inflation mondiale continue de reculer vers 2,5 %, bien que les écarts régionaux s’accentuent. Les États-Unis font face à une inflation persistante des services, ce qui devrait maintenir l’inflation fondamentale des dépenses de consommation...",
482            "translationAvailable": true
483        },
484 {
485            "id": "484433",
486            "title": "Market commentary | Echoes of innovation: Lessons from past manias for today’s AI boom",
487            "author": "Corrado Tiralongo",
488            "publishDate": "2025-11-12",
489            "thumbnail": "/delegate/services/file/484435/content",
490            "category": "Plan",
491            "link": "/blog/484433-Market-commentary-|-Echoes-of-innovation:-Lessons-from-past-manias-for-today’s-AI-boom",
492            "extract": `Learn about how past market trends can help make sense of today’s AI boom`,
493            "titleFR": "Échos de l’innovation : envisager le boom actuel de l’IA au moyen des leçons tirées des accès d’enthousiasme passés.",
494            "categoryFR": "",
495            "thumbnailFR": "/delegate/services/file/484465/content",
496            "extractFR": "L’intelligence artificielle demeure le récit qui définit le présent cycle de marché. Elle transforme la façon dont les sociétés affectent le capital et dont les investisseurs évaluent la croissance future. Pourtant, l’ampleur et la concentration des",
497            "translationAvailable": true
498        },
499 {
500            "id": "481417",
501            "title": "The Golden Dilemma: Valuation, De-dollarization, and What Comes Next",
502            "author": "Corrado Tiralongo",
503            "publishDate": "2025-11-06",
504            "thumbnail": "/delegate/services/file/481419/content",
505            "category": "Plan",
506            "link": "/blog/481417-/the-golden-dilemma-valuation-de-dollarization-and-what-comes-next",
507            "extract": `Gold’s surge above US$4,000 has reignited a familiar question: does this mark a new structural era or another cyclical overshoot? The metal’s inflation-adjusted price now sits near historic extremes, a level that in past cycles has been followed by...`,
508            "titleFR": "Le dilemme de l’or : évaluation, dédollarisation et prochaines étapes.",
509            "categoryFR": "",
510            "thumbnailFR": "/delegate/services/file/481448/content",
511            "extractFR": "Découvrez si la flambée des prix de l’or marque une nouvelle ère structurelle ou s’il ne s’agit que d’un autre excès cyclique.",
512            "translationAvailable": true
513        },
514 {
515            "id": "481427",
516            "title": "Gold at US $4,000: What’s Driving It and Where Do We Go From Here?",
517            "author": "Corrado Tiralongo",
518            "publishDate": "2025-11-05",
519            "thumbnail": "/delegate/services/file/481419/content",
520            "category": "Plan",
521            "link": "/blog/481427-/gold-at-us-4000-whats-driving-it-and-where-do-we-go-from-here",
522            "extract": "Gold has surged past US$4,000 per ounce, rising roughly 50% year-to-date. Driven initially by central banks and Chinese demand, this rise has more recently been renewed by investor inflows from Western markets.",
523            "titleFR": "L’or à 4 000 $ US : qu’est-ce qui explique cette envolée et que nous réserve l’avenir?",
524            "categoryFR": "",
525            "thumbnailFR": "/delegate/services/file/481439/content",
526            "extractFR": "Découvrez les facteurs derrière la hausse de l’or et les perspectives pour ce précieux métal. ",
527            "translationAvailable": true
528        },
529  {
530            "id": "480955",
531            "title": "Canada’s Budget Highlights 2025 - 2026",
532            "author": "Corporate",
533            "publishDate": "2025-11-05",
534            "thumbnail": "/delegate/services/file/480947/content",
535            "category": "Plan",
536            "link": "/blog/480955-/canadas-budget-highlights-2025---2026",
537            "extract": "Canada’s Federal Government released its new budget for the year ahead providing key details on important support programs. ",
538            "titleFR": "",
539            "categoryFR": "",
540            "thumbnailFR": "",
541            "extractFR": "",
542            "translationAvailable": false
543        },
544  {
545            "id": "479744",
546            "title": "Market Monitor: With Jyotsana Wadera, Putnam Investments",
547            "author": "Corporate",
548            "publishDate": "2025-10-30",
549            "thumbnail": "/delegate/services/file/479736/content",
550            "category": "Plan",
551            "link": "/blog/479744-/market-monitor-with-jyotsana-wadera-putnam-investments",
552            "extract": "In the following four-minute video, Jyotsana Wadera, Senior Client Portfolio Manager with Putnam Investments,  reflects on the evolving market land scape, highlighting several factors contributing to a positive outlook for U.S. equities.",
553            "titleFR": "Vidéo de l’observatoire du marché – Texte de Jyotsana Wadera",
554            "categoryFR": "",
555            "thumbnailFR": "/delegate/services/file/482640/content",
556            "extractFR": "Dans cette vidéo de quatre minutes, Jyotsana Wadera de Putnam Investments partage son point de vue sur les actions américaines, en mettant l’accent sur les excellents bénéfices, la résilience des consommateurs et les thèmes d’investissement à long terme, comme l’IA et la médecine personnalisée. ",
557            "translationAvailable": true
558        },
559   {
560            "id": "479734",
561            "title": "Market Monitor Video – Jack Manley",
562            "author": "Corporate",
563            "publishDate": "2025-10-30",
564            "thumbnail": "/delegate/services/file/479726/content",
565            "category": "Plan",
566            "link": "/blog/479734-Market-Monitor-Video-–-Jack-Manley",
567            "extract": "In this three-minute video, Jack Manley of J.P. Morgan Asset Management, shares a cautiously optimistic U.S. market outlook, highlighting strong consumer momentum, fiscal stimulus, and underappreciated upside potential amid policy uncertainty.",
568              "titleFR": "Vidéo de l’observatoire du marché – Jack Manley",
569            "categoryFR": "",
570            "thumbnailFR": "/delegate/services/file/482602/content/",
571            "extractFR": "Dans cette vidéo de trois minutes, Jack Manley, de J.P. Morgan Asset Management, fait part d’un optimisme prudent quant aux perspectives du marché américain, en soulignant l’important élan de la consommation, les mesures de relance budgétaire et le potentiel de hausse sous-estimé dans un contexte d’incertitude politique. ",
572            "translationAvailable": true
573        },
574   {
575            "id": "479723",
576            "title": "Market Monitor: Insights from Leonie MacCaan ",
577            "author": "Corporate",
578            "publishDate": "2025-10-30",
579            "thumbnail": "/delegate/services/file/479715/content",
580            "category": "Plan",
581            "link": "/blog/479723-/market-monitor-insights-from-leonie-maccaan",
582            "extract": "In this two-minute video, Leonie MacCaan of Irish Life Investment Managers shares a cautiously optimistic U.S. market outlook, highlighting strong earnings, easing tariffs, and key risks to consider.",
583            "titleFR": "Vidéo de l’observatoire du marché - Texte de Leonie MacCann",
584            "categoryFR": "",
585            "thumbnailFR": "/delegate/services/file/482649/content",
586            "extractFR": "Dans cette vidéo de deux minutes, Leonie MacCann, Irish Life Investment Managers, fait part de son optimisme prudent quant aux perspectives du marché américain, en soulignant les excellents bénéfices, l’assoupl
586issement des tarifs douaniers et les principaux risques à prendre en compte. ",
587            "translationAvailable": true
588        },
589     {
590            "id": "47913",
591            "title": "Market Monitor: Insights from Mawer’s David Ragan ",
592            "author": "Corporate",
593            "publishDate": "2025-10-30",
594            "thumbnail": "/delegate/services/file/479705/content",
595            "category": "Plan",
596            "link": "blog/479713-/market-monitor-insights-from-mawers-david-ragan",
597            "extract": "In the following three-minute video, David Ragan of Mawer Investment Management shares insights on interest rates, AI infrastructure, and global opportunities in a dynamic investment landscape. ",
598            "titleFR": "Vidéo sur la surveillance du marché - Texte de David Ragan ",
599            "categoryFR": "",
600            "thumbnailFR": "/delegate/services/file/482658/content",
601            "extractFR": "Dans la vidéo de trois minutes qui suit, David Ragan, de Gestion de placements Mawer, nous fait part de ses perspectives sur les taux d’intérêt, l’infrastructure de l’IA et les possibilités mondiales dans un paysage d’investissement dynamique. ",
602            "translationAvailable": true
603        },
604     {
605            "id": "478543",
606            "title": "Positioning for Resilience: A Global Market Perspective",
607            "author": "Corporate",
608            "publishDate": "2025-10-22",
609            "thumbnail": "/delegate/services/file/469350/content",
610            "category": "Plan",
611            "link": "blog/478543-/positioning-for-resilience-a-global-market-perspective",
612            "extract": "In his Q3 2025 update, Paul Punzo provides his take on equity markets, the economy, and current portfolio positioning for IPC Private Wealth. With a cautious but constructive outlook, Paul is emphasizing quality, earnings resilience, and macro signals as key themes heading into Q4. ",
613            "titleFR": "Se positionner pour la résilience : une perspective mondiale des marché",
614            "categoryFR": "",
615            "thumbnailFR": "",
616            "extractFR": "Dans sa mise à jour du troisième trimestre de 2025, Paul Punzo présente son point de vue sur les marchés boursiers, l’économie et le positionnement actuel des portefeuilles pour Patrimoine privé IPC. Avec une perspective prudente, mais optimiste, Paul met l’accent sur la qualité, la résilience des bénéfices et les signaux macroéconomiques comme thèmes clés à l’approche du quatrième trimestre. ",
617            "translationAvailable": false
618        },
619        {
620            "id": "477900",
621            "title": "Resilience in Focus: Navigating Rate Cuts and Market Highs",
622            "author": "Corporate",
623            "publishDate": "2025-10-15",
624            "thumbnail": "/delegate/services/file/477911/content",
625            "category": "Plan",
626            "link": "blog/477900-/resilience-in-focus-navigating-rate-cuts-and-market-highs",
627            "extract": "In this client-friendly video, Blair Setford, Canada Life Investment Management Ltd.’s AVP of Product Management, discusses how global markets surged in Q3 amid rate cuts and strong earnings.",
628            "titleFR": "Pleins feux sur la résilience : Composer avec les baisses de taux et les sommets des marchés ",
629            "categoryFR": "",
630            "thumbnailFR": "",
631            "extractFR": "Dans cette vidéo destinée aux clients, Blair Setford, vice-président adjoint, Gestion des produits, Gestion de placements Canada Vie limitée, explique comment les marchés mondiaux ont bondi au troisième trimestre dans un contexte de réductions de taux et de bénéfices robustes. ",
632            "translationAvailable": false
633        },
634           {
635            "id": "477131",
636            "title": "Q3 2025 Investment Insights | Balancing resilience and fragility",
637            "author": "Corporate",
638            "publishDate": "2025-10-08",
639            "thumbnail": "/delegate/services/file/469338/content",
640            "category": "Plan",
641            "link": "blog/477131-/q3-2025-investment-insights--balancing-resilience-and-fragility",
642            "extract": "The third quarter of 2025 reinforced a central tension in today’s markets: resilience in contrast to weakness elsewhere.",
643            "titleFR": "",
644            "categoryFR": "",
645            "thumbnailFR": "",
646            "extractFR": "",
647            "translationAvailable": false
648        },
649        {
650            "id": "470358",
651            "title": "The Importance of Diversification and Long-Term Investing",
652            "author": "Corporate",
653            "publishDate": "2025-07-14",
654            "thumbnail": "/delegate/services/file/469350/content",
655            "category": "Plan",
656            "link": "blog/470358-/the-importance-of-diversification-and-long-term-investing",
657            "extract": "In his Q2 2025 market update, Paul Punzo, VP of Portfolio Strategy at IPC Private Wealth, highlights how markets faced significant volatility early in the quarter.",
658            "titleFR": "",
659            "categoryFR": "",
660            "thumbnailFR": "",
661            "extractFR": "",
662            "translationAvailable": false
663        },
664        {
665            "id": "469338",
666            "title": "2025 Q2 investment insights: Embracing the Unknowable",
667            "author": "Corporate",
668            "publishDate": "2025-07-10",
669            "thumbnail": "/delegate/services/file/469338/content",
670            "category": "Plan",
671            "link": "blog/469346-/2025-q2-investment-insights-embracing-the-unknowable",
672            "extract": "From elevated geopolitical tensions to structural shifts in global trade, we’re potentially moving into an era where uncertainty tops risk.",
673            "titleFR": "",
674            "categoryFR": "",
675            "thumbnailFR": "",
676            "extractFR": "",
677            "translationAvailable": false
678        },
679        {
680            "id": "468690",
681            "title": "Staying Disciplined Amid Global Uncertainty",
682            "author": "Corporate",
683            "publishDate": "2025-07-07",
684            "thumbnail": "/delegate/services/file/468682/content",
685            "category": "Plan",
686            "link": "blog/468690-/staying-disciplined-amid-global-uncertainty",
687            "extract": "In his Q2 2025 market update, Blair Setford, AVP of Product Development with Canada Life Investment Management Ltd., highlights a volatile start to the quarter, driven by newly imposed tariffs that triggered a global sell-off in equities and bonds.",
688            "titleFR": "",
689            "categoryFR": "",
690            "thumbnailFR": "",
691            "extractFR": "",
692            "translationAvailable": false
693        },
694        {
695            "id": "459690",
696            "title": "Insights in 5: A Volatile Start to 2025",
697            "author": "Corporate",
698            "publishDate": "2025-04-14",
699            "thumbnail": "/delegate/services/file/459682/content",
700            "category": "Plan",
701            "link": "blog/459690-/insights-in-5-a-volatile-start-to-2025",
702            "extract": "In his Q1 2025 update, IPC's VP of Portfolio Strategy and CIO Paul Punzo notes that the first quarter of 2025 saw significant market turbulence due to escalating U.S. trade tensions.",
703            "titleFR": "Texte pour 5 minutes chrono: Un début d'année 2025 instable on Vimeo",
704            "categoryFR": "",
705            "thumbnailFR": "/delegate/services/file/460416/content",
706            "extractFR": "Dans sa mise à jour du premier trimestre 2025, Paul Punzo, vice-président de la stratég
706ie de portefeuille et directeur principal des placements d’IPC, a fait remarquer que ce trimestre avait été marqué par d’importantes turbulences sur les marchés en raison des tensions commerciales croissantes avec les États-Unis.",
707            "translationAvailable": true
708        },
709        {
710            "id": "459218",
711            "title": "Volatility: A Historical Perspective",
712            "author": "Corporate",
713            "publishDate": "2025-04-09",
714            "thumbnail": "/delegate/services/file/459210/content",
715            "category": "Plan",
716            "link": "blog/459218-/volatility-a-historical-perspective",
717            "extract": "Investors have a short memory when it comes to extreme market volatility. View our infographic to learn more.",
718            "titleFR": "",
719            "categoryFR": "",
720            "thumbnailFR": "",
721            "extractFR": "",
722            "translationAvailable": false
723        },
724        {
725            "id": "458664",
726            "title": "Our Perspective: A Structural Break in Global Trade Norms",
727            "author": "Corporate",
728            "publishDate": "2025-04-07",
729            "thumbnail": "/delegate/services/file/458656/content",
730            "category": "Plan",
731            "link": "blog/458664-Our-Perspective:-A-Structural-Break-in-Global-Trade-Norms",
732            "extract": "In the following video, Blair Setford notes that after a strong year for equities in 2024, the first quarter of 2025 has disappointed investors.",
733            "titleFR": "",
734            "categoryFR": "",
735            "thumbnailFR": "",
736            "extractFR": "",
737            "translationAvailable": false
738        },
739        {
740            "id": "458110",
741            "title": "Q1 2025 Investment Insights: Navigating Uncertainty Amid Trade Policy and Market Volatility",
742            "author": "Corporate",
743            "publishDate": "2025-04-01",
744            "thumbnail": "/delegate/services/file/438575/content",
745            "category": "Plan",
746            "link": "blog/458110-/q1-2025-investment-insights",
747            "extract": "Over the past few weeks, U.S. stocks, as measured by the S&P 500, have experienced a correction—defined as a 10% fall in prices from their peak.",
748            "titleFR": "",
749            "categoryFR": "",
750            "thumbnailFR": "",
751            "extractFR": "",
752            "translationAvailable": false
753        },
754        {
755            "id": "439160",
756            "title": "In Conversation With: Staying Focused Amid Today's Uncertainties",
757            "author": "Corporate",
758            "publishDate": "2025-03-10",
759            "thumbnail": "/delegate/services/file/439152/content",
760            "category": "Plan",
761            "link": "blog/439160-/staying-focused-amid-todays-uncertainties",
762            "extract": "You may have noticed recent headlines focusing on trade tensions between Canada and the United States. This news has created uncertainty for many Canadians, raising concerns about jobs, economic stability, and personal savings.",
763            "titleFR": "",
764            "categoryFR": "",
765            "thumbnailFR": "",
766            "extractFR": "",
767            "translationAvailable": false
768        },
769        {
770            "id": "438583",
771            "title": "Diversifying During Uncertain Times",
772            "author": "Corporate",
773            "publishDate": "2025-03-07",
774            "thumbnail": "/delegate/services/file/438575/content",
775            "category": "Plan",
776            "link": "blog/438583-Diversifying-During-Uncertain-Times",
777            "extract": "The recent imposition of U.S. tariffs on Canada has fuelled a surge in Canadian nationalism. In recent weeks, investors have increasingly asked, 'How much of my portfolio is in U.S. equities?'",
778            "titleFR": "",
779            "categoryFR": "",
780            "thumbnailFR": "",
781            "extractFR": "",
782            "translationAvailable": false
783        },
784        {
785            "id": "437988",
786            "title": "Home Ownership Plans",
787            "author": "Corporate",
788            "publishDate": "2025-03-3",
789            "thumbnail": "/delegate/services/file/437980/content",
790            "category": "Plan",
791            "link": "blog/437988-Home-Ownership-Plans",
792            "extract": "Gain a better understanding of Canada's government sponsored plans for supporting home ownership by downloading our timely new infographic.",
793            "titleFR": "Régimes d’accession à la propriété",
794            "categoryFR": "Planifier",
795            "thumbnailFR": "/delegate/services/file/437992/content",
796            "extractFR": "Vous vous demandez comment le nouveau compte d’épargne libre d’impôt pour l’achat d’une première propriété (CELIAPP) peut être combiné aux programmes existants pour vous aider à épargner en vue de l’achat d’une propriété?",
797            "translationAvailable": true
798        },
799        {
800            "id": "434797",
801            "title": "10 Ways to Grow Your RRSP",
802            "author": "Corporate",
803            "publishDate": "2025-02-14",
804            "thumbnail": "/delegate/services/file/434789/content",
805            "category": "Plan",
806            "link": "blog/434797-/10-ways-to-grow-your-rrsp",
807            "extract": "Are you looking for tips on how to make the most of your RRSP?",
808            "titleFR": "",
809            "categoryFR": "",
810            "thumbnailFR": "",
811            "extractFR": "",
812            "translationAvailable": false
813        },
814        {
815            "id": "429947",
816            "title": "Trump - Reliably Unreliable",
817            "author": "Corporate",
818            "publishDate": "2025-02-18",
819            "thumbnail": "/delegate/services/file/429939/content",
820            "category": "Plan",
821            "link": "blog/429947-/trump-reliably-unreliable",
822            "extract": "Trusting his word is like forecasting the weather with a magic eight ball - you'll get an answer, but don't expect it to be the same tomorrow.",
823            "titleFR": "Trump – assurément peu fiable",
824            "categoryFR": "Planifier",
825            "thumbnailFR": "/delegate/services/file/481448/content",
826            "extractFR": "Le point de vue de Corrado Tiralongo, chef des placements, sur les politiques changeantes du président américain Trump.",
827            "translationAvailable": true
828        },
829        {
830            "id": "425555",
831            "title": "Our Sub-advisor Outlook for 2025",
832            "author": "Corporate",
833            "publishDate": "2025-02-06",
834            "thumbnail": "/delegate/services/file/425547/content",
835            "category": "Plan",
836            "link": "blog/425555-/market-monitor-our-sub-advisor-outlook-for-2025",
837            "extract": "We recently sat down with some of our best-in-class sub-advisors to discuss what they’re excited about and how they have positioned their portfolios for 2025.",
838            "titleFR": "",
839            "categoryFR": "",
840            "thumbnailFR": "",
841            "extractFR": "",
842            "translationAvailable": false
843        },
844        {
845            "id": "425529",
846            "title": "On Tariffs Between the U.S. and Canada",
847            "author": "Corporate",
848            "publishDate": "2025-02-06",
849            "thumbnail": "/delegate/services/file/425521/content",
850            "category": "Plan",
851            "link": "blog/425529-/on-tariffs-between-the-us-and-canada",
852            "extract": "In our video update, Investment Planning Counsel's VP of Portfolio Strategy discusses how IPC Private Wealth portfolio managers are preparing for tariffs.",
853            "titleFR": "",
854            "categoryFR": "",
855            "thumbnailFR": "",
856            "extractFR": "",
857            "translationAvailable": false
858        },
859        {
860            "id": "426093",
861            "title": "Insights in 5: Changes In Leadership ",
862            "author": "Corporate",
863            "publishDate": "2025-01-16",
864            "thumbnail": "/delegate/services/file/426085/content",
865            "category": "Plan",
866            "link": "/blog/426093-/changes-in-leadership",
867            "extract": "In his Q4 commentary, IPC Private Wealth Portfolio Manager Simon Bowers notes that 2024 was a remarkable year in the markets. He expects equity performance to remain strong in 2025, while political changes will add uncertainty. ",
868            "titleFR": "",
869            "categoryFR": "",
870            "thumbnailFR": "",
871            "extractFR": "",
872            "translationAvailable": false
873        },
874        {
875            "id": "422279",
876            "title": "Trump, tariffs and the 51st state – Impacts and risks for Canadians",
877            "author": "Corporate",
878            "publishDate": "2025-01-31",
879            "thumbnail": "/delegate/services/file/422271/content",
880            "category": "Plan",
881            "link": "blog/422279-/trump-tariffs-and-the-51st-state",
882            "extract": "On U.S. President Donald Trump&#39;s first day in office, he threatened to impose 25% tariffs on goods from Canada and Mexico by Feb. 1. The re-emergence of tariffs as a cornerstone of U.S. trade policy underlines the significance of global economic interdependence.",
883            "titleFR": "Trump, tarifs douaniers et 51e État – Répercussions et risques pour les Canadiens",
884            "categoryFR": "Planifier",
885            "thumbnailFR": "/delegate/services/file/422271/content",
886            "extractFR": "Dès son premier jour au pouvoir, le président américain Donald Trump a menacé d’imposer des tarifs douaniers de 25 % sur les marchandises en provenance du Canada et du Mexique à compter du 1er février.",
887            "translationAvailable": true
888        },
889        {
890            "id": "418328",
891            "title": "Money Facts 2025",
892            "author": "Corporate",
893            "publishDate": "2025-01-23",
894            "thumbnail": "/delegate/services/file/418320/content",
895            "category": "Plan",
896            "link": "blog/418328-Money-Facts-2025",
897            "extract": "Tax rates, RRSP and TFSA contribution limits and CPP benefit amounts change every year. Learn about these changes with our handy new Money Facts guide for 2025 and keep your financial plans on track.",
898            "titleFR": "Faits financiers 2025",
899            "categoryFR": "Planifier",
900            "thumbnailFR": "/delegate/services/file/418332/content",
901            "extractFR": "Les taux d’imposition, les plafonds de cotisation des REER et CELI et les prestations du RPC changent tous les ans. Apprenez-en davantage sur ces changements.",
902            "translationAvailable": true
903        },
904        {
905            "id": "416171",
906            "title": "Navigating the Global Economic Landscape in 2025",
907            "author": "Corporate",
908            "publishDate": "2025-01-20",
909            "thumbnail": "/delegate/services/file/356809/content",
910            "category": "Plan",
911            "link": "blog/416171-Navigating-the-Global-Economic-Landscape-in-2025",
912            "extract": "In his Q4 2024 update, Corrado Tiralongo looks to 2025 and sees numerous challenges, including U.S. trade policies, structural issues in China and slow growth in the eurozone. Despite these obstacles, we expect global gross domestic product ('GDP') to grow by approximately 3%.",
913            "titleFR": "",
914            "categoryFR": "",
915            "thumbnailFR": "",
916            "extractFR": "",
917            "translationAvailable": false
918        },
919        {
920            "id": "414296",
921            "title": "Elections Have Consequences",
922            "author": "Corporate",
923            "publishDate": "2025-01-16",
924            "thumbnail": "/delegate/services/file/414279/content",
925            "category": "Plan",
926            "link": "blog/414296-Elections-Have-Consequences",
927            "extract": "In his Q4 2024 update, Blair Setford highlights a strong year for equity investors, with records set across the globe.",
928            "titleFR": "",
929            "categoryFR": "",
930            "thumbnailFR": "",
931            "extractFR": "",
932            "translationAvailable": false
933        },
934        {
935            "id": "412408",
936            "title": "Money Dates 2025",
937            "author": "Corporate",
938            "publishDate": "2025-01-09",
939            "thumbnail": "/delegate/services/file/412456/content",
940            "category": "Plan",
941            "link": "blog/412408-2025-Money-Dates",
942            "extract": "Here is a summary of all the important dates in 2025 to diarize in your annual financial planning calendar.",
943            "titleFR": "",
944            "categoryFR": "",
945            "thumbnailFR": "",
946            "extractFR": "",
947            "translationAvailable": false
948        },
949        {
950            "id": "338012",
951            "title": "Is It Time to Transition Out of High-Interest Savings Accounts?",
952            "author": "Corporate",
953            "publishDate": "2024-11-08",
954            "thumbnail": "/delegate/services/file/338004/content",
955            "category": "Learn",
956            "link": "blog/338012-Is-It-Time-to-Transition-Out-of-High-Interest-Savings-Accounts?",
957            "extract": "After spending years on the sidelines of investor portfolios, high-interest savings accounts (HISAs) have surged in popularity.",
958            "titleFR": "",
959            "categoryFR": "",
960            "thumbnailFR": "",
961            "extractFR": "",
962            "translationAvailable": false
963        },
964        {
965            "id": "374558",
966            "title": "2024 Presidential Election Predictions & Odds",
967            "author": "Corrado Tiralongo",
968            "publishDate": "2024-10-30",
969            "thumbnail": "/delegate/services/file/374450/content",
970            "category": "Invest",
971            "link": "blog/374558-2024-Presidential-Election-Predictions-&-Odds",
972            "extract": "With only a few days to the U.S. election, we're taking a look at the current landscape and what might happen next.",
973            "titleFR": "",
974            "categoryFR": "",
975            "thumbnailFR": "",
976            "extractFR": "",
977            "translationAvailable": false
978        },
979        {
980            "id": "374568",
981            "title": "Broad Bull Market Continues",
982            "author": "Simon Bowers",
983            "publishDate": "2024-10-16",
984            "thumbnail": "/delegate/services/file/374560/content",
985            "category": "Invest",
986            "link": "blog/374568-Broad-Bull-Market-Continues",
987            "extract": "In his Q3 Update, Portfolio Manager Simon Bowers discusses recent developments in the financial markets and the issues that should remain top of mind for investors.",
988            "titleFR": "",
989            "categoryFR": "",
990            "thumbnailFR": "",
991            "extractFR": "",
992            "translationAvailable": false
993        },
994        {
995            "id": "374578",
996            "title": "A Promising Economic Outlook Despite Some Risks",
997            "author": "Blair Setford",
998            "publishDate": "2024-10-09",
999            "thumbnail": "/delegate/services/file/374570/content",
1000            "category": "Invest",
1001            "link": "blog/374578-A-Promising-Economic-Outlook-Despite-Some-Risks",
1002            "extract": "IPC Portfolio Services Vice President Blair Setford provides his take on what drove the markets during Q3 2024 and the risks that investors face over the short term in this three-minute video.",
1003            "titleFR": "",
1004            "categoryFR": "",
1005            "thumbnailFR": "",
1006            "extractFR": "",
1007            "translationAvailable": false
1008        },
1009        {
1010            "id": "374588",
1011            "title": "Three Big Questions about the Post-Pandemic Economic Outlook",
1012            "author": "Corrado Tiralongo",
1013            "publishDate": "2024-10-02",
1014            "thumbnail": "/delegate/services/file/374580/content",
1015            "category": "Invest",
1016            "link": "blog/374588-Three-Big-Questions-about-the-Post-Pandemic-Economic-Outlook",
1017            "extract": "Recently, I was fortunate to spend 10 days in the interior of British Columbia, far from civilization and in the company of the mountains, grizzly bears and mountain goats. The experience allowed me to unburden my mind...",
1018            "titleFR": "",
1019            "categoryFR": "",
1020            "thumbnailFR": "",
1021            "extractFR": "",
1022            "translationAvailable": false
1023        },
1024        {
1025            "id": "374440",
1026            "title": "It's time in the market that matters most",
1027            "author": "Corporate",
1028            "publishDate": "2024-08-21",
1029            "thumbnail": "/delegate/services/file/374432/content",
1030            "category": "Learn",
1031            "link": "blog/374440-It's-time-in-the-market-that-matters-most",
1032            "extract": "Over the past few years, a combination of rising interest rates, increasing inflation and a global pandemic gave investors plenty of reasons to pause on putting their money into the markets.",
1033            "titleFR": "Lìmportance d’investir à long terme",
1034            "categoryFR": "Apprendre",
1035            "thumbnailFR": "/delegate/services/file/374432/content",
1036            "extractFR": "Au cours des dernières années, ceux qui ont continué à investir dans les marchés pendant cette période tumultueuse récoltent maintenant les fruits de leurs efforts.",
1037            "translationAvailable": true
1038        },
1039        {
1040            "id": "374430",
1041            "title": "Recession Fears, Market Sell-off - Key Questions for What Comes Next",
1042            "author": "Corporate",
1043            "publishDate": "2024-08-07",
1044            "thumbnail": "/delegate/services/file/374422/content",
1045            "category": "Learn",
1046            "link": "blog/374430-Recession-Fears,-Market-Sell-off---Key-Questions-for-What-Comes-Next",
1047            "extract": "So much for the summer lull. Stock markets are in turmoil and bond yields have fallen significantly as fears about a U.S. recession have taken hold.",
1048            "titleFR": "",
1049            "categoryFR": "",
1050            "thumbnailFR": "",
1051            "extractFR": "",
1052            "translationAvailable": false
1053        },
1054        {
1055            "id": "374420",
1056            "title": "Insights in 5: Data Will Drive Economic Policy Forward",
1057            "author": "Corporate",
1058            "publishDate": "2024-07-18",
1059            "thumbnail": "/delegate/services/file/374412/content",
1060            "category": "Learn",
1061            "link": "blog/374420-Insights-in-5:-Data-Will-Drive-Economic-Policy-Forward",
1062            "extract": "In his Q2 Update, Portfolio Manager Simon Bowers discusses recent developments in the financial markets and the issues that remain top of mind as we head into the second half of 2024.",
1063            "titleFR": "",
1064            "categoryFR": "",
1065            "thumbnailFR": "",
1066            "extractFR": "",
1067            "translationAvailable": false
1068        },
1069        {
1070            "id": "374410",
1071            "title": "How To Dollar-Cost Average Out of a HISA into a Diversified Portfolio",
1072            "author": "Corporate",
1073            "publishDate": "2024-07-12",
1074            "thumbnail": "/delegate/services/file/374402/content",
1075            "category": "Invest",
1076            "link": "blog/374410-How-To-Dollar-Cost-Average-Out-of-a-HISA-into-a-Diversified-Portfolio",
1077            "extract": "Popular risk-mitigating strategy 'helps people sleep better at night'",
1078            "titleFR": "Transférer les fonds de votre compte d’épargne à intérêt élevé dans un portefeuille diversifié à l’aide d’achats périodiques par sommes fixes",
1079            "categoryFR": "Investir",
1080            "thumbnailFR": "/delegate/services/file/374402/content",
1081            "extractFR": "Après avoir passé deux ans à conserver ses économies dans un compte d'épargne à intérêt élevé relativement sûr, réinvestir dans le marché peut sembler éprouvant.",
1082            "translationAvailable": true
1083        },
1084        {
1085            "id": "338032",
1086            "title": "Insights in 5: Adding Value Through Active Management",
1087            "author": "Corporate",
1088            "publishDate": "2024-04-16",
1089            "thumbnail": "/delegate/services/file/338192/content",
1090            "category": "Learn",
1091            "link": "blog/338032-Insights-in-5:-Adding-Value-Through-Active-Management",
1092            "extract": "The third week of February marked a crucial period for IPC Private Wealth clients, featuring up to four major portfolio events.",
1093            "titleFR": "",
1094            "categoryFR": "",
1095            "thumbnailFR": "",
1096            "extractFR": "",
1097            "translationAvailable": false
1098        },
1099        {
1100            "id": "338022",
1101            "title": "Keeping Your Investing FOMO and FUD in Check",
1102            "author": "Corporate",
1103            "publishDate": "2024-04-16",
1104            "thumbnail": "/delegate/services/file/338014/content",
1105            "category": "Invest",
1106            "link": "blog/338022-Keeping-Your-Investing-FOMO-and-FUD-in-Check",
1107            "extract": "In his Q1 2024 update, Rana notes that the financial markets have kicked off 2024 on a strong note, with the S&P 500 climbing approximately 13% (CDN) in the first quarter, marking the most robust start since 2019.",
1108            "titleFR": "",
1109            "categoryFR": "",
1110            "thumbnailFR": "",
1111            "extractFR": "",
1112            "translationAvailable": false
1113        },
1114        {
1115            "id": "338052",
1116            "title": "TFSA & RRSP 2024",
1117            "author": "Corporate",
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1125            "extractFR": "Découvrez si un CELI, un REER ou une combinaison des deux sont les meilleurs pour atteindre vos objectifs financiers, en tenant compte de vos priorités.",
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1234            "extract": "HISAs are a good short-term solution when interest rates are high. In light of the recent rate cuts, there may be better opportunities for long-term investors.",
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1578            "locationFR": "",
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1580            "bio": "<p>She worked for a large financial institution and a financial planning firm before starting her own business.</p><p>In 2017 Christine joined the Mansfield Private Counsel team to offer more services to small and medium-sized business owners. She also wanted to share with other representatives a dynamic and quality vision of financial planning and the sustainability of her business. Christine has received numerous awards both professionally and through her involvement as a volunteer with the Richelieu movement and the Montreal Chamber of Commerce. She was the first woman in Quebec to obtain the title of 5-star Emeritus Insurer with Manulife. Christine enjoys good food, travel, wine, and politics. She is the mother of three children and grandmother of three grandchildren.</p><p>514-288-7106 (x212)</p><p>[email protected]</p>",
1581            "bioFR": "<p>Christine Robillard a travaillé pour le compte d’une grande institution financière et d’un cabinet de planification financière avant de fonder sa propre entreprise.</p><p>En 2017, Mme Robillard s’est jointe à l’équipe de Conseil Privé Mansfield afin d’offrir des services accrus aux propriétaires de petites et moyennes entreprises. Elle souhaitait également partager avec d’autres représentants sa vision de la planification financière, axée sur la qualité et le dynamisme, ainsi que les faire bénéficier de la viabilité de sa pratique. Elle a obtenu de nombreux prix tant au chapitre professionnel que personnel, notamment pour son implication à titre de bénévole au sein du mouvement Richelieu et de la Chambre de commerce du Montréal métropolitain. En outre, elle a été la première femme au Québec à obtenir le titre d’assureur émérite 5 étoiles auprès de Manuvie. Elle aime la bonne chère, les voyages, le vin et la politique.Elle est mère de trois enfants et grand- mère de trois petits - enfants.</p><p>514-288-7106, poste 212</p><p>[email protected]</p>"
1582        },
1583        {
1584            "name": "Bruno Starnino",
1585            "readMoreLink": "bruno-starnino",
1586            "designation": "",
1587            "position": "Mutual Fund Dealer Representative",
1588            "positionFR": "Conseiller en sécurité financière",
1589            "location": "",
1590            "locationFR": "",
1591            "profileImage": "https://advisor.canadalife.com/documents/10180/335018/Bruno.png",
1592            "bio": "<p>An entrepreneur at heart and with an impressive professional track record as a partner in a general insurance office and family business, Bruno chose to join Manulife Securities in 2002.</p><p>From there, he can get closer to his clients and share with them his vast business experience acquired over the years. In 2017, he joined Mansfield Private Counsel to continue his professional development and to work alongside advisors who are passionate and equally discerning. Finally in 2020, Bruno along with the Mansfield office transitioned to Investment Planning Counsel. Being an excellent communicator, he knows how to demonstrate the benefits of his financial and insurance recommendations. Bruno is a husband, father of 3 teenager
1592s, a not-so-bad golfer and lover of wine and good food. He is always more than ready to share his knowledge.</p><p>\"Rest assured that my client's best interest is my first priority.\"<br>Insurance products available through Bruno Starnino Inc.</p><p>514-288-7106 (x213)<br>[email protected]</p>",
1593            "bioFR": "<p>Entrepreneur dans l’âme et doté d’une impressionnante feuille de route professionnelle en tant que partenaire d’un bureau d’assurance de dommages et d’une entreprise familiale, Bruno Starnino a choisi de se joindre à Placements Manuvie en 2002.</p><p>Dans le cadre de ses fonctions, M. Starninoil pouvait ainsi se rapprocher davantage de ses clients et les faire bénéficier de sa vaste expérience en affaires acquise au fil du temps. En 2017, il s’est joint à Conseil Privé Mansfield pour accroître son savoir-faire et collaborer avec des conseillers partageant sa passion et son discernement. Excellent communicateur, il sait bien démontrer les avantages que procurent ses recommandations en matière de finance et d’assurances. Marié et père de trois adolescents, M. Starnino est un amateur de vin ainsi que de bonne chère et se débrouille assez bien au golf. Par ailleurs, il est toujours prêt à partager ses connaissances. L’intérêt de ses clients demeure sa priorité absolue.</p><p>514-288-7106, poste 213<br>[email protected]</p>"
1594        },
1595        {
1596            "name": "Antonella Tiberi",
1597            "readMoreLink": "antonella-tiberi",
1598            "designation": "",
1599            "position": "Marketing Assistant",
1600            "positionFR": "Adjointe du marketing",
1601            "location": "",
1602            "locationFR": "",
1603            "profileImage": "https://advisor.canadalife.com/documents/10180/335018/antonella.png",
1604            "bio": "<p>After graduating from Concordia University with a B. Comm in administrative management, Antonella worked for a major technology company in various key positions.</p><p>She joined the financial services industry in 2004 as a Marketing Assistant. Over the years she has acquired immense financial product knowledge and is ready to work with you to solve any admin and process issues. She is a team player and aims to bring everyone together. Antonella enjoys travelling, suppers with friends and family and gardening.</p><p>514-288-7106 (x214)</p><p>[email protected]</p>",
1605            "bioFR": "<p>Après avoir obtenu un baccalauréat en commerce spécialisé en gestion administrative de l'Université Concordia, Antonella Tiberi a travaillé pour une grande entreprise de technologie, où elle a occupé divers postes clés.</p><p>Mme Tiberi s’est jointe au secteur des services financiers en 2004 en tant qu'assistante au marketing. Au fil des ans, elle a acquis de vastes connaissances sur les produits financiers. Elle met son immense savoir-faire au profit des clients afin de les aider à résoudre les problèmes liés à administration et aux processus. Dotée d’un bon esprit d’équipe, elle possède également des qualités de rassembleur. Elle aime voyager, jardiner ainsi que déguster des repas avec ses proches.</p><p>514-288-7106, poste 214</p><p>[email protected]</p>"
1606        },
1607        {
1608            "name": "Sabrina Smith",
1609            "designation": "AMP, Mortgage Agent",
1610            "position": "Mortgage Agent (Lic#M08003978)",
1611            "location": "Mortgage Intelligence (Lic#10428) Counsel Portfolio Services",
1612            "profileImage": "https://advisor.canadalife.com/documents/10180/335018/SabrinaSmith.png"
1613        },
1614        {
1615            "name": "Jasmine Sweatman",
1616            "designation": "",
1617            "position": "",
1618            "location": "Sweatman Law",
1619            "profileImage": ""
1620        },
1621        {
1622            "name": "Raymond James",
1623            "designation": "",
1624            "position": "Financial Advisor",
1625            "location": "",
1626            "profileImage": "https://advisor.canadalife.com/documents/10180/335018/RaymondJames.png"
1627        },
1628        {
1629            "name": "Crystal Langley",
1630            "designation": "",
1631            "position": "Financial Planner",
1632            "location": "IPC Securities Corporation",
1633            "profileImage": "https://advisor.canadalife.com/documents/10180/335018/CrystalLangley.png"
1634        },
1635        {
1636            "name": "Terry S. Turner",
1637            "designation": "Certified Financial Planner®",
1638            "position": "CFP®, RFP, FCSI, CIM",
1639            "location": "",
1640            "profileImage": "https://advisor.canadalife.com/documents/10180/335018/TerryTurner.png"
1641        },
1642        {
1643            "name": "Alanna Purcell",
1644            "designation": "Life Insurance Specialist, PPI Solutions",
1645            "position": "BHS",
1646            "location": "",
1647            "profileImage": "https://advisor.canadalife.com/documents/10180/335018/AlannaPurcell.png"
1648        },
1649        {
1650            "name": "PPI Solutions",
1651            "designation": "",
1652            "position": "",
1653            "location": "",
1654            "profileImage": "https://advisor.canadalife.com/documents/10180/335018/PpiSolutions.png",
1655            "bio": "<p>Coming soon...</p>"
1656        },
1657    {
1658            "name": "Financial Horizons",
1659            "designation": "",
1660            "position": "",
1661            "location": "",
1662            "profileImage": "https://advisor.canadalife.com/documents/10180/335018/Financial-Horizons-Logo.png",
1663            "bio": "<p>Coming soon...</p>"
1664        },
1665        {
1666            "name": "Tish Black",
1667            "designation": "Senior Associate Wealth Advisor",
1668            "position": "B.B.A.",
1669            "location": "",
1670            "profileImage": "https://advisor.canadalife.com/documents/10180/335018/TishBlack.png"
1671        },
1672        {
1673            "name": "George Kennedy",
1674            "designation": "Investment Advisor",
1675            "position": "Investment Advisor<br>BSc, MSc",
1676            "location": "",
1677            "profileImage": "https://advisor.canadalife.com/documents/10180/335018/GeorgeKennedy.png"
1678        },
1679        {
1680            "name": "Erica Leger",
1681            "designation": "Associate Wealth Advisor",
1682            "position": "Associate Wealth Advisor<br>B.B.A – Finance",
1683            "location": "",
1684            "profileImage": "https://advisor.canadalife.com/documents/10180/335018/EricaLeger.png"
1685        },
1686        {
1687            "name": "Kleighten Killam",
1688            "designation": "",
1689            "position": "Investment Associate",
1690            "location": "",
1691            "profileImage": "https://advisor.canadalife.com/documents/10180/335018/KleightenKillam.png"
1692        },
1693        {
1694            "name": "Joseph Randall",
1695            "designation": "",
1696            "position": "Investment Associate",
1697            "location": "",
1698            "profileImage": "https://advisor.canadalife.com/documents/10180/335018/JosephRandall.png"
1699        },
1700        {
1701            "name": "Greg Rushton",
1702            "designation": "",
1703            "position": "",
1704            "location": "",
1705            "profileImage": "https://advisor.canadalife.com/documents/10180/335018/GregRushton.png"
1706        },
1707        {
1708            "name": "Liiban A. Hersi",
1709            "designation": "CFP®, CIM, FMA, FCSI",
1710            "position": "Sr. Financial Advisor",
1711            "location": "",
1712            "profileImage": "https://advisor.canadalife.com/documents/10180/335018/LiibanA.Hersi.png"
1713        },
1714        {
1715            "name": "Alwin Fearon",
1716            "designation": "CFP®",
1717            "position": "Sr. Financial Advisor",
1718            "location": "",
1719            "profileImage": "https://advisor.canadalife.com/documents/10180/335018/AlwinFearon.png"
1720        },
1721        {
1722            "name": "Michael Asadoorian",
1723            "designation": "CPA, CMA",
1724            "position": "Investment Advisor",
1725            "location": "",
1726            "profileImage": "https://advisor.canadalife.com/documents/10180/335018/MichaelAsadoorian.png"
1727        },
1728        {
1729            "name": "Harjeet Ghatora",
1730            "designation": "",
1731            "position": "",
1732            "location": "",
1733            "profileImage": "https://advisor.canadalife.com/documents/10180/335018/HarjeetGhatora.png"
1734        },
1735        {
1736            "name": "Gary Booth",
1737            "designation": "Chartered Accountant",
1738            "position": "",
1739            "location": "",
1740            "profileImage": "https://advisor.canadalife.com/documents/10180/335018/GaryBooth.png"
1741        },
1742        {
1743            "name": "Richard Chuback",
1744            "designation": "",
1745            "position": "Estate Lawyer , Phone # 416 787 1162 x224",
1746            "location": "Email: [email protected]",
1747            "profileImage": "https://advisor.canadalife.com/documents/10180/335018/RichardChuback.png"
1748        },
1749        {
1750            "name": "Curtis Cleaver",
1751            "designation": "",
1752            "position": "Partner",
1753            "location": "Brown Beattie O'Donovan LLP",
1754            "bio": "<p>Curtis is a lawyer in BBO's corporate/commercial and real estate group. His practice is focused on commercial transactions, general corporate matters, real estate and leasing, as well as wills and estates. Curtis has experience representing local, national and international clients on wide-ranging legal matters and across various industries. Curtis is a London native and is active in the community. He is currently serving as past-President of The London Club and was the youngest president in the Club's 140-year history. He enjoys golfing and playing hockey in his spare time. Curtis earned his Bachelor of Laws degree from the University of Western Ontario in 2008 and was called to the Bar in 2009.</p>",
1755            "profileImage": "https://advisor.canadalife.com/documents/10180/335018/Curtis_Cleaver_520x330.png"
1756        },
1757        {
1758            "name": "Jeremy A. Giles",
1759            "designation": "",
1760            "position": "Partner",
1761            "location": "MacNeill Edmundson",
1762            "bio": "<p>Jeremy strives to assist business owners with all of their financial needs - from assistance with routine financial reporting, to annual financial statements and the related statutory filings, to income tax and business succession planning. Jeremy also assists not-for-profit organizations and registered charities with their annual financial statements and statutory filings, providing assurance services when required. These clients include both local and national not-for-profit organizations and registered charities as well as condominium corporations. Jeremy has a vast knowledge of both Sage 50 (formerly Simply Accounting) and Quickbooks and is able to assist clients with routine reporting as well as implementation and conversion. When away from the office, Jeremy enjoys spending time with his wife, Marlene, and their three children, Liam, Ella and Lily. Either with clients or in his free time, Jeremy enjoys playing sports, most notably golf, baseball and volleyball.</p>",
1763            "profileImage": "https://advisor.canadalife.com/documents/10180/335018/Jeremy_Giles_520x330.png"
1764        },
1765        {
1766            "name": "Vanessa Cullen",
1767            "designation": "CIM, CFP®, EPC",
1768            "position": "Senior Associate",
1769            "location": "",
1770            "bio": "",
1771            "profileImage": "https://advisor.canadalife.com/documents/10180/335018/Vanessa+Cullen_Consultant.png"
1772        },
1773        {
1774            "name": "Jason Henderson",
1775            "designation": "",
1776            "position": "Investment Representative",
1777            "location": "",
1778            "bio": "",
1779            "profileImage": "https://advisor.canadalife.com/documents/10180/421227/Jason_Hen
1779derson_520x330.png"
1780        },
1781        {
1782            "name": "Karen Archer",
1783            "designation": "",
1784            "position": "Investment Representative",
1785            "location": "",
1786            "bio": "",
1787            "profileImage": "https://advisor.canadalife.com/documents/10180/421227/Karen_Archer_520x330.png"
1788        },
1789        {
1790            "name": "Alisha Cluff",
1791            "designation": "",
1792            "position": "Investment Representative",
1793            "location": "",
1794            "bio": "",
1795            "profileImage": "https://advisor.canadalife.com/documents/10180/421227/Alisha_Cluff_520x330.png"
1796        },
1797        {
1798            "name": "Gay Kukovica",
1799            "designation": "",
1800            "position": "Investment Representative",
1801            "location": "",
1802            "bio": "",
1803            "profileImage": "https://advisor.canadalife.com/documents/10180/421227/gay_Kukovica_520x330.png"
1804        },
1805        {
1806            "name": "Sarah Congi",
1807            "designation": "",
1808            "position": "Marketing Assistant",
1809            "location": "",
1810            "bio": "",
1811            "profileImage": "https://advisor.canadalife.com/documents/10180/421227/Sarah_Congi_520x330.png"
1812        },
1813        {
1814            "name": "Viana Klobuch",
1815            "designation": "",
1816            "position": "Marketing Assistant",
1817            "location": "",
1818            "bio": "",
1819            "profileImage": "https://advisor.canadalife.com/documents/10180/421227/Viani_klobuch_520x330.png"
1820        },
1821        {
1822            "name": "Rikki Norman",
1823            "designation": "",
1824            "position": "Administrative Assistant",
1825            "location": "",
1826            "bio": "",
1827            "profileImage": "https://advisor.canadalife.com/documents/10180/421227/rikki-norman_520x330.png"
1828        },
1829        {
1830            "name": "Paul Kent",
1831            "designation": "",
1832            "position": "Insurance Manager",
1833            "location": "",
1834            "bio": "",
1835            "profileImage": "https://advisor.canadalife.com/documents/10180/421227/paul-kent.png"
1836        },
1837        {
1838            "name": "Chris Hadjiyianni",
1839            "designation": "EPC, CFP®",
1840            "position": "Wealth Advisor",
1841            "location": "IPC Securities Corporation",
1842            "bio": "",
1843            "profileImage": "https://advisor.canadalife.com/documents/10180/421227/chris-hadjiyianni.png"
1844        },
1845        {
1846            "name": "Paulina Hadjiyianni",
1847            "designation": "CFP®, BBA , CFDS",
1848            "position": "Associate Portfolio Manager",
1849            "location": "IPC Securities Corporation",
1850            "bio": "",
1851            "profileImage": "https://advisor.canadalife.com/documents/10180/421227/paulina-hadjiyianni.png"
1852        },
1853        {
1854            "name": "Rhoda Hadjiyianni",
1855            "designation": "",
1856            "position": "Client Relationship Manager",
1857            "location": "IPC Securities Corporation",
1858            "bio": "",
1859            "profileImage": "https://advisor.canadalife.com/documents/10180/421227/rhoda-hadjiyianni.png"
1860        },
1861        {
1862            "name": "Eugenia Damianakis",
1863            "designation": "",
1864            "position": "Executive Assistant",
1865            "location": "IPC Securities Corporation",
1866            "bio": "",
1867            "profileImage": "https://advisor.canadalife.com/documents/10180/421227/eugenia-damianakis.png"
1868        },
1869        {
1870            "name": "Ryan Shewchuk",
1871            "designation": "",
1872            "position": "Tax Lawyer",
1873            "location": "Greenfields Law",
1874            "bio": "Ryan is our go-to professional for complex tax planning situations. He works on large corporate transactions and implements effective tax strategies for business owners.",
1875            "profileImage": ""
1876        },
1877        {
1878            "name": "Ratuski Law Office",
1879            "designation": "",
1880            "position": "Estate Lawyer",
1881            "location": "",
1882            "bio": "Our team has collaborated with Arlene Ratuski and Alexandra Dueck-Dunsford to ensure that our clients’ estate planning wishes are accomplished.",
1883            "profileImage": ""
1884        },
1885        {
1886            "name": "Susan Yakabowich",
1887            "designation": "",
1888            "position": "Gift Planning Consultant",
1889            "location": "",
1890            "bio": "We collaborate with Susan to ensure that we stay up to date with the latest philanthropic strategies. We work with her to provide tax-efficient gifting strategies for our clients.",
1891            "profileImage": ""
1892        },
1893        {
1894            "name": "Abe Harder",
1895            "designation": "",
1896            "position": "Legacy Transition Advisor",
1897            "location": "",
1898            "bio": "It is a great honour to continue on in the financial advisory practice founded by Abe. His decades of experience in working with clients are the foundation of the wisdom that he provides when we consult with him.",
1899            "profileImage": ""
1900        },
1901        {
1902            "name": "Troy Domenco",
1903            "designation": "CPA",
1904            "position": "Accounting Consultant",
1905            "location": "",
1906            "bio": "Troy is a Certified Professional Accountant that deals primarily with small businesses and corporations. He specializes in Tax planning, company structure and Federal and Provincial tax. He will meet with you at either your home, your business or at our office on Henderson Hwy.",
1907            "profileImage": ""
1908        },
1909        {
1910            "name": "Team Insurance Brokers",
1911            "designation": "",
1912            "position": "Insurance Consultant",
1913            "location": "",
1914            "bio": "Team Insurance Brokers have offices on Henderson Hwy and Main Street. They offer Residential & Commercial Insurance, Watercraft Insurance, Contract & Commercial Surety Bonding, Travel Health and MPI products such as Autopac, driver's license renewals and rental car insurance.",
1915            "profileImage": ""
1916        },
1917        {
1918            "name": "Dawson Young",
1919            "designation": "CFP® FMA",
1920            "position": "Financial Advisor",
1921            "location": "",
1922            "bio": "Life is constantly changing, which is why you need a plan, and a pro-active advisor, that can adapt with your evolving needs and goals. Dawson Young CFP®, FMA offers a wealth of experience as your Financial Advisor. Dawson joined the financial services industry over twenty years ago and has been providing professional financial solutions to individuals since. He holds the Certified Financial Planner® (CFP) designation, and Financial Management Advisor (FMA) designation. He is committed to ongoing professional development, continually enhancing his expertise within the industry to provide clients with the most current and professional advice possible.",
1923            "profileImage": "https://advisor.canadalife.com/documents/10180/421227/Dawson+Young+8-25.png"
1924        },
1925        {
1926            "name": "Joan Whyte-Elliot",
1927            "designation": "",
1928            "position": "Financial Advisor",
1929            "location": "",
1930            "bio": "Joan Whyte-Elliot is a seasoned Financial Advisor who has been proudly serving the Kawartha Lakes for many years, helping individuals, families, and businesses navigate their financial journeys with confidence. Known for her warm, approachable style and deep expertise, Joan specializes in creating personalized financial strategies that align with her clients' goals, whether it's building wealth, planning for retirement, or securing a lasting legacy. Her long-standing commitment to the region reflects not only her professional dedication but also her genuine care for the people she serves, making her a trusted and respected figure in the local financial landscape.",
1931            "profileImage": "https://advisor.canadalife.com/documents/10180/421227/Joan+Whyte-Elliot.png"
1932        },
1933        {
1934            "name": "Heather Anderson",
1935            "designation": "",
1936            "position": "Office Manager",
1937            "location": "",
1938            "bio": "Heather joined the team in September 2020 as office manager and assistant to Dawson Young. She has extensive experience working with people in a variety of settings and brings a strong administrative and customer service background. Heather believes that providing the best client experience is of the utmost importance. Her excellent organizational skills and meticulous approach to each task ensure that client needs are met in a timely and efficient manner.",
1939            "profileImage": "https://advisor.canadalife.com/documents/10180/421227/Heather+Anderson.png"
1940        },
1941        {
1942            "name": "Jasmin G. Gaudreau",
1943            "designation": "B.Com, AMP",
1944            "position": "Mortgage Broker (Lic#M08001961), Mortgage Intelligence (Lic#10428)",
1945            "location": "",
1946            "bio": "",
1947            "profileImage": "https://advisor.canadalife.com/documents/10180/421227/Jasmin.png"
1948        },
1949        {
1950            "name": "Teresa Keill",
1951            "designation": "",
1952            "position": "Client Care Manager",
1953            "location": "IPC Investment Corporation",
1954            "bio": "",
1955            "profileImage": "https://advisor.canadalife.com/documents/10180/421227/Teresa.png"
1956        },
1957        {
1958            "name": "Geoffrey Sgarbossa",
1959            "designation": "CD, CFP®, RIS",
1960            "position": "Financial Planner",
1961            "location": "",
1962            "bio": "",
1963            "profileImage": "https://advisor.canadalife.com/documents/10180/421227/Geoffrey_S.png"
1964        },
1965        {
1966            "name": "Larry Berdugo",
1967            "designation": "CFP®",
1968            "position": "Financial Consultant",
1969            "location": "",
1970            "bio": "",
1971            "profileImage": "https://advisor.canadalife.com/documents/10180/421227/Larry+Berdugo.png"
1972        },
1973        {
1974            "name": "Samuel J. Posner",
1975            "designation": "",
1976            "position": "Business Lawyer Platform Law",
1977            "location": "",
1978            "bio": "",
1979            "profileImage": "https://advisor.canadalife.com/documents/10180/421227/Samuel+J.+Posner.png"
1980        },
1981        {
1982            "name": "Magalie Tessler",
1983            "designation": "",
1984            "position": "Residential and Commercial Real Estate Specialist  ",
1985            "location": "",
1986            "bio": "",
1987            "profileImage": "https://advisor.canadalife.com/documents/10180/421227/Magalie+Tessler.png"
1988        },
1989        {
1990            "name": "Tracey Rompain",
1991            "designation": "CFP®, EPC",
1992            "position": "Senior Financial Planner",
1993            "location": "",
1994            "bio": "As a CERTIFIED FINANCIAL PLANNER professional, I strive to make a positive difference in the lives of others by helping them plan for financial success and future prosperity. I started in the financial services industry in 1996, working with a local advisor as his administrator and eventually, his Branch Manager.  Through this experience, I learned that I enjoy planning and working with people and it became clear to me that I had found my passion.  Shortly thereafter, I became an insurance and mutual fund licensed and continue to take courses to expand my knowledge of our ever-changing industry.I will provide you and your family with the information you need to make the best financial decisions to reach your personal goals. I am here to help you develop all aspects of your planning needs:  buying your first home, education funds for your children, retirement income planning, lifestyle protection or developing a comprehensive estate plan. I can assist you in each area by conducting detailed meetings with open communication which allows me to understand your goals and develop a Personalized Wealth Management Strategy. Credentials. I am a CERTIFIED FINANCIAL PLANNER professional, so you can be sure I provide expert and professional financial planning services. To earn this designation, I had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. I also adhere to a professional Code of Ethics and fulfill annual continuing education requirements to remain aware of current planning strategies and financial trends. As an Elder Planner Counsellor, I have also been trained in the specific needs, wants and issues concerning today's elder demographic. I have been taught to address the many aspects of aging that can impact your financial and social circumstances. Knowing the issues and alternatives unique to senior life is an important part of the bigger picture. Recently I have also completed the Certified Executor Advisor (CEA). Personal Information. I thoroughly enjoy calling Vancouver Island my home and currently reside in Colwood with my husband, Kirt, and daughters, Leann and Faith. In my spare time I enjoy supporting my girls with their school and extra-curricular activities.  As such, a lot of my time is spent at the softball fields or the volleyball court. I also enjoy cooking, sewing and the occasional camping getaway with friends. I believe it's important to supp
1994ort the continued success of my community. I particularly enjoy volunteering at my daughters schools. I have held various positions on the Parent's Advisory Council. Volunteered in all aspects of being a softball and volleyball Mom, and now involved in rowing. At each level with each girl we have adopted a “family in need” to help someone need to teach the girls about charity and giving back. My family and I practice sound financial planning and feel that it benefits our overall well-being and sense of security. [email protected] Insurance products available through Tracey Rompain.",
1995            "profileImage": "https://advisor.canadalife.com/documents/10180/421227/Tracey+Rompain.png"
1996        },
1997        {
1998            "name": "Cindy M. Haynes",
1999            "designation": "B.S., LL.B",
2000            "position": "Barrister, Solicitor & Notary Public",
2001            "location": "",
2002            "bio": "",
2003            "profileImage": "https://advisor.canadalife.com/documents/10180/421227/Cindy+M.+Haynes.png"
2004        },
2005        {
2006            "name": "Kent Littleton",
2007            "designation": "BA",
2008            "position": "Financial Advisor",
2009            "location": "",
2010            "bio": "",
2011            "profileImage": "https://advisor.canadalife.com/documents/10180/421227/Kent+Littleton.png"
2012        },
2013        {
2014            "name": "Darcy Knight",
2015            "designation": "BSc",
2016            "position": "Financial Planner",
2017            "location": "",
2018            "bio": "",
2019            "profileImage": "https://advisor.canadalife.com/documents/10180/421227/Darcy+Knight.png"
2020        },
2021        {
2022            "name": "Lorne Campbell",
2023            "designation": "",
2024            "position": "Lawyer Family & Estate Law",
2025            "location": "",
2026            "bio": "",
2027            "profileImage": "https://advisor.canadalife.com/documents/10180/421227/Lorne+Campbell.png"
2028        },
2029        {
2030            "name": "Valente CPAs",
2031            "designation": "",
2032            "position": "",
2033            "location": "",
2034            "bio": "",
2035            "profileImage": "https://advisor.canadalife.com/documents/10180/421227/Valente.png"
2036        },
2037        {
2038            "name": "Michael Segal",
2039            "designation": "",
2040            "position": "Professional Corporation",
2041            "location": "Wills, Powers of Attorney & Family Trusts - <a href='https://www.mdsegal.ca/'>www.mdsegal.ca</a>",
2042            "bio": "<p>Michael Segal graduated from McGill University with a B. A. with honors in political science in 1971 and then Graduated from McGill University with LLB. in 1974 and was called to the Bar in Ontario in 1976. In the late 1970's he taught a basic law course at Algonquin College and produced the booklet ''Starting Your Own Business''.</p><p>He was one of the instructors for the commercial law section of the Bar Admissions Course for the Law Society of Upper Canada in Ottawa from 1998 2005. He has presented papers and lectured to different groups in different areas of business law, wills and estates. He is an active member of S.T.E.P., Society of Trust and Estate Practitioners (Canada) and is a past Chair of the Ottawa branch and of the national board of directors. He holds the designation of TEP. Michael sat on the Board of Directors of the National Capital American Chamber of Commerce Chapter for a number of years. Michael received his Certified Specialist designation in Corporate and Commercial Law in October 2004 from the Law Society of Upper Canada and restricts his practice to corporate and commercial and tax and estate planning and related matters.</p>",
2043            "profileImage": "https://advisor.canadalife.com/documents/10180/421227/Michael+Segal_Consultant.png"
2044        },
2045        {
2046            "name": "Betty-Anne Howard",
2047            "designation": "M.S.W., B.A.(Hons), CFP®, CLU, CHS",
2048            "position": "Certified Financial Planner",
2049            "location": "Insurance Specialist",
2050            "bio": "<p>Contact Robert Roby for further information</p>",
2051            "profileImage": "https://advisor.canadalife.com/documents/10180/421227/Betty+Anne+Howard_Consultant.png"
2052        },
2053        {
2054            "name": "Chad Southwell & Patty Southwell",
2055            "designation": "",
2056            "position": "Mortgage Specialists The Southwell Mortgage Team",
2057            "location": "Mortgage Consultants - <a href='https://www.southwellmortgages.com/'>www.southwellmortgages.com</a>",
2058            "bio": "<p>We are Chad and Patty Southwell, an Ottawa based husband and wife mortgage broker team with over 25 years of combined experience. Top notch customer service is our first priority.</p><p>Our team offers one stop shopping to over 45 major lenders with a mortgage that is tailored to our customers' needs. We are flexible to our clients' schedules working days, evening and weekends. Customers satisfaction is our first priority, that means we listen to your needs and carry out your vision. Our team offers the lowest rates possible and matches the customer to the bank. We offer residential, construction, secondary and commercial financing. Our business specializes in alternative financing for customers who do not fit the bank underwriting criteria. We work with our customers to assess their needs and secure affordable mortgage refinancing. Through coaching and guidance, we aim to restore each customer to a stronger financial position. <a href='mailto:[email protected]'>Contact Us</a></p>",
2059            "profileImage": "https://advisor.canadalife.com/documents/10180/421227/Chad_Patty+Southwell_Consultant.png"
2060        },
2061        {
2062            "name": "Lisa Bertrand & Martin Bertrand",
2063            "designation": "",
2064            "position": "Re/Max Hallmark Realty Group",
2065            "location": "Real Estate Consultants - <a href='https://www.bertrandrealestate.com/'>www.bertrandrealestate.com</a>",
2066            "bio": "<p>With over 25yrs of combined Real Estate Sales experience, a robust track record of satisfied clients, along with their non-pressure attitudes, Martin and Lisa have developed an exclusive business primarily of repeats and referral clients. ''Clients for Life''</p><p>Martin and Lisa's expertise is focused on two fronts: 1) Mandate for representation of Clients who want to sell their properties and buyers who wish to purchase properties. 2) Mentor Real Estate Investors: Having purchased and managed a portfolio of rental properties in Ottawa in the last twenty (20) years, Martin and Lisa have extensive knowledge in the analysis of operations, including purchase and sale of residential multi-family and commercial investment properties. First-time investors as well as experienced investors steadily rely on their professional opinion and services.</p><p>Martin was born and raised in Ottawa. Having graduated from University of Ottawa with a Bachelor of Arts, majoring in Psychology (1998) and a Bachelor of Social Sciences (1997), Martin then ventured into the banking industry where he found and developed his love of Real Estate Investing. Lisa was born in Prince Edward County and relocated to Ottawa at a young age. Having graduated from University of Ottawa with a Bachelor in Social Sciences in 1999, Lisa then went on to work in the insurance industry where she developed an appreciation for sound customer service and listening to customers' needs and wants.</p>",
2067            "profileImage": "https://advisor.canadalife.com/documents/10180/421227/Bertrand_Consultants.png"
2068        },
2069        {
2070            "name": "Sarwar Qureshi",
2071            "designation": "CPA, CA",
2072            "position": "Professional Accountant",
2073            "location": "Principal, Paterson & Company - <a href='https://patersonandcompany.ca/'>www.patersonandcompany.ca</a>",
2074            "bio": "<p>Sarwar is a professional accountant that has worked with small business owners for about 10 years in public accounting. He helps business owners look after their corporate tax, financial statements and tax planning.</p><p>
2074He typically works with small businesses and incorporated professionals. Sarwar joined a small boutique firm in 2014 after spending a number of years at a midsized Ottawa firm where he obtained his CA designation.</p><p>In his spare time, Sarwar teaches part-time at Algonquin College where he educates students and clients about accounting. He enjoys basketball and has been involved in officiating across Canada at various levels of play. He also volunteers with Junior Achievement, which helps teach students about financial literacy and entrepreneurship.</p>",
2075            "profileImage": "https://advisor.canadalife.com/documents/10180/421227/Sarwar_Consultant.png"
2076        },
2077        {
2078            "name": "Wayne Watson",
2079            "designation": "",
2080            "position": "Life Care Consultant",
2081            "location": "<a href='https://www.waynewatsoncoach.com/'>www.waynewatsoncoach.com</a>",
2082            "bio": "<p>Wayne Watson is a certified leadership coach as well as a Certified Neuro Linguistic Programming practitioner. Wayne was a member and commissioned officer of the RCMP for 31 years during which time he mentored and coached numerous members and employees all of which have gravitated to the executive levels of the RCMP and of the federal government.</p><p>His clientele is composed largely of executives, small business leaders and individuals looking to attain personal and professional goals. He has delivered presentations, workshops, authored blogs and articles on personal and executive leadership. Wayne is also the author of an ebook entitled “Dreams Fulfilled: Some Assembly Required” that is presently available on Amazon.ca. <a href=mailto:[email protected]>Contact Us</a>
2082. You can learn more about Wayne at <a href='https://www.waynewatsoncoach.com/'>www.waynewatsoncoach.com</a></p>",
2083            "profileImage": "https://advisor.canadalife.com/documents/10180/421227/Wayne+Watson_Consultant.png"
2084        },
2085        {
2086            "name": "Jodi Henderson",
2087            "designation": "",
2088            "position": "Business Development Consultant",
2089            "location": "",
2090            "bio": "<p>Jodi is a Business Development Consultant with Manulife Bank.She works in consultation with Financial Advisors. Together they develop customized solutions for clients, helping to reducing debt faster and enhancing cash flow throughout the client's life.</p><p>Jodi is a lifelong resident of Niagara Falls. She has supported her community through many years of volunteering and serving on the Board of Directors of numerous Niagara charities.</p><p><a href='mailto:[email protected]'>Email: [email protected]</a></p><p><a href='https://www.manulifebank.ca/personal-banking/mortgages.html'>www.manulifebankmortgages.com</a></p>",
2091            "profileImage": "https://advisor.canadalife.com/documents/10180/421227/Jodi+Henderson_Consultant.png"
2092        },
2093        {
2094            "name": "Jason & Adam",
2095            "designation": "",
2096            "position": "Insurance Brokers",
2097            "location": "",
2098            "bio": "<p>Duliban Insurance has been a trusted Hometown Broker since 1976, specializing in all of your auto, home, business, farm, and tractor insurance needs.</p><p>Our team consists of over 50 incredible members who are committed to our communities, and our movement into the digital atmosphere allows us to provide our signature hometown service to all of Ontario. Our team has also been recognized by the Insurance Brokers Association of Ontario as one of the top insurance brokers in all of Ontario and Canada. We are committed to becoming or continuing to be your Hometown Broker. You can trust us for all of your insurance needs.</p><p><a href='mailto:[email protected]'>Email: [email protected]</a></p><p><a href='https://www.dulibaninsurance.com/'>www.DulibanInsurance.com</a></p>",
2099            "profileImage": "https://advisor.canadalife.com/documents/10180/421227/Jason_Adam+Duliban_Consultants.png"
2100        },
2101        {
2102            "name": "Mike Mann",
2103            "designation": "",
2104            "position": "Corporate & Commercial Lawyer",
2105            "location": "",
2106            "bio": "<p>Mike is a partner with Lancaster Brooks & Welch LLP. His primary focus for over 24 years has been on business law, including business purchases and sales as well as corporate restructuring for tax purposes and for succession planning. In that context, Mike also handles commercial lease agreements and shareholders agreements.</p><p>Mike's areas of practice include estate planning, together with the drafting of wills, powers of attorney and family trusts; and estate administration is also within his area of expertise. Finally, residential and commercial real estate transactions (purchases, sales and refinancing) are a significant part of Mike's practice.</p><p><a href='mailto:[email protected]'>Email: [email protected]</a></p><p><a href='http://lbwlawyers.com/'>www.lbwlawyers.com</a></p>",
2107            "profileImage": "https://advisor.canadalife.com/documents/10180/421227/Mike+Mann_Consultant_429x300.png"
2108        },
2109        {
2110            "name": "Ryan Bissonnette",
2111            "designation": "",
2112            "position": "Chartered Professional Accountant",
2113            "location": "",
2114            "bio": "<p>Ryan is an accountant and co-founder of Root Bissonnette Walker LLP. He provides accounting and audit services to clients including law firms, manufacturing companies, insurance brokerages, dentists, and physicians.</p><p>Ryan has been the Treasurer of several organizations including the Notre Dame Alumni Association and is a Director for Big Brothers Big Sisters of South Niagara. Ryan was born and raised in Welland and obtained a Bachelor of Accounting (Honours) degree from Brock University. He has worked for a regi
2114onal accounting firm in Niagara since 2002 and is a co-founder of RBW LLP. Whenever possible, Ryan finds time for golf, fishing, and referees basketball locally and at the national level.</p><p><a href='mailto:[email protected]'>Email: [email protected]</a></p><p><a href='https://rbwllp.com/'>www.rbwllp.com</a></p>",
2115            "profileImage": "https://advisor.canadalife.com/documents/10180/421227/Ryan+Bissonnette_Consultant.png"
2116        },
2117        {
2118            "name": "Ryan Dyck",
2119            "designation": "",
2120            "position": "Real Estate Sales Representative",
2121            "location": "",
2122            "bio": "<p>Ryan is a real estate sales representative at Coldwell Banker Advantage Realty. Coldwell Banker Advantage has been serving individuals and corporations around the Niagara Region with their real estate needs since 2002. As a real estate franchise, Coldwell Banker is the oldest and most established in North America. Their years of experience are passed along to each individual broker and sales representative.</p><p>Ryan was born and raised in Welland, and has worked in the service industry for the last 12 years. Prior to becoming a Realtor, Ryan attended Lindenwood University on a golf scholarship where he won the NCAA Elite 90 Award and was a two-time All-Conference player. The former Academic All-American graduated summa cum laude with a Bachelors of Psychology. Since returning home to Canada, Ryan has enjoyed his involvement with junior golf and other youth programs in the community. Both his passion and work ethic are sure to ease the listing or buying process for anyone in the marketplace.</p><p><a href='mailto:[email protected]'>Email: [email protected]</a></p><p><a href='https://ryandyckrealty.com/'>www.ryandyckrealty.com</a></p>",
2123            "profileImage": "https://advisor.canadalife.com/documents/10180/421227/Ryan+Dyck_Consultant.png"
2124        },
2125        {
2126            "name": "Patrick Turlock",
2127            "designation": "",
2128            "position": "Client Experience Specialist",
2129            "location": "",
2130            "bio": "",
2131            "profileImage": "https://advisor.canadalife.com/documents/10180/421227/Patrick-Turlock.png"
2132        },
2133        {
2134            "name": "Alliston Financials’ Network of Professionals",
2135            "designation": "",
2136            "position": "",
2137            "location": "",
2138            "bio": "<p>Below is a list of some of the Consultants that are in our network:</p><ul><li>Accountants</li><li>Bookkeepers</li><li>Home and Auto Insurance Consultants</li><li>Commercial and Farming Insurance Consultants</li><li>Estate and Real Estate Lawyers</li><li>Family Law Lawyers</li><li>Actuaries</li><li>Advanced Tax Case Specialist</li><li>Mortgage and Banking Specialist</li><li>Private Wealth Specialist</li><li>Business Advisory Specialist</li><li>Business Valuators</li></ul>",
2139            "profileImage": "https://advisor.canadalife.com/documents/368923/369003/Alliston-Financial_consultants_sm.PNG"
2140        },
2141        {
2142            "name": "Jennifer Jacobs",
2143            "designation": "BA, CFP, CLU, CHS, EPC",
2144            "position": "Specialist in Insurance Solutions",
2145            "location": "",
2146            "bio": "",
2147            "profileImage": "https://advisor.canadalife.com/documents/10180/421227/Jennifer_Jacobs_520x330.png"
2148        },
2149        {
2150            "name": "Michael Silver",
2151            "designation": "B.Comm. (Hons), CFP®, CHS",
2152            "position": "Financial Advisor",
2153            "location": "",
2154            "bio": "",
2155            "profileImage": "https://advisor.canadalife.com/documents/10180/421227/michael-silver.png"
2156        },
2157        {
2158            "name": "Blake Kilty",
2159            "designation": "",
2160            "position": "Customer Solutions Manager",
2161            "location": "",
2162            "bio": "",
2163            "profileImage": "https://advisor.canadalife.com/documents/10180/421227/Blake+Kilty.png"
2164        },
2165        {
2166            "name": "Chase Walker",
2167            "designation": "CFP®",
2168            "position": "Senior Wealth Advisor",
2169            "location": "",
2170            "profileImage": "https://advisor.canadalife.com/documents/354035/354105/chase_walker.png"
2171        },
2172        {
2173            "name": "Chris Fox",
2174            "designation": "CFP®, CIM",
2175            "position": "Financial Planner",
2176            "location": "",
2177            "profileImage": "https://advisor.canadalife.com/documents/367960/368040/chris_fox.png"
2178        },
2179        {
2180            "name": "Adam R. Burton",
2181            "designation": "CFP, CIM, FMA",
2182            "position": "Financial Consultant",
2183            "location": "IPC Securities Corporation",
2184            "bio": "<p>Adam graduated from Humber College with a speciality in Business Management and Financial Services.</p><p>He enjoys the opportunity to help clients choose and implement financial solutions that will impact both their day-to-day lifestyle and future needs. His advice and direction stem from a wide range of industry experience in banking, financial planning, client assistance and property management.</p>",
2185            "profileImage": "https://advisor.canadalife.com/documents/10180/421227/Adam+R.+Burton.jpg"
2186        },
2187        {
2188            "name": "Marie Phillips",
2189            "designation": "B.A. (Hons), RRC, PFP, FCSI, MFA-P, CEA",
2190            "position": "Wealth Advisor",
2191            "location": "Next Steps Planning – IPC Securities Corporation",
2192            "bio": "<p>Marie was awarded the 2023 Female Trailblazer of the Year and the Excellence Award for Philanthropy and Community Service in 2024 by Wealth Professional. Marie’s numerous personal and professional achievements have earned her a place among the industry’s best, and she has been published or profiled by a wide variety of media, including BNN, Investment Executive and Wealth Professional. Still, her impact extends far beyond her acclaimed financial acumen.</p>",
2193            "profileImage": "/delegate/services/file/480617/content"
2194        },
2195{
2196            "name": "Warren Faloney",
2197            "designation": "MBA, CFP®, CIM®",
2198            "position": "Portfolio Manager and Wealth Advisor",
2199            "location": "",
2200            "bio": "<p>Warren has worked in the wealth management industry for over ten years. He began his career at a Bank owned dealership and was recruited to Bick Advisors in 2013. After spending a year mentoring with one of the firms founders, Warren decided to start his own wealth management practice. It wasn’t long after that he become a partner at Bick Advisors. As an Investment Advisor Warren believes the most important part of the financial planning process is helping clients understand and navigate risk in today’s complex financial markets. Using a holistic approach, he works with clients to create a unique financial plan, tailored to their specific needs and circumstance. Warren is securities licensed with IIROC and able to provide a wide range of investment solutions, including the use of derivatives. Prior to working in the wealth management industry Warren managed a small business gaining experience in finance and accounting. He holds a Certified Financial Planner designation, Chartered Investment Manager (CIM®) designation, Honours Bachelor of Commerce from the University of Windsor, and MBA from the University of Maryland. Outside of the office, Warren is an active member in the Ancaster-Hamilton community, volunteering his time with the Colorectal Cancer Association. He lives in Ancaster with his wife Helena and family. Warren is an avid golfer, hockey player and snowboarder.</p>",
2201            "profileImage": "/delegate/services/file/465393/content"
2202        },
2203
2204             {
2205            "name": "Cameron Smith",
2206            "designation": "CIM®",
2207            "position": "Wealth Advisor",
2208            "location": "",
2209            "bio": "<p>I specialize in helping individuals and families gain confidence in their finances. With over a decade of experience in the financial services industry, I began my career in various support roles before becoming an Investment Advisor with a major bank in 2013.<br><br>In 2023, I made a significant decision to join Investment Planning Counsel, a firm that aligns with my values of prioritizing customer needs, emphasizing comprehensive planning, and valuing independence.<br><br>I firmly believe in fostering open dialogues to truly understand my clients' unique situations and provide personalized guidance. Continuing education is a top priority for me.<br><br>I have earned the Chartered Investment Manager (CIM) designation and am actively working towards obtaining the Certified Financial Planner (CFP) designation to enhance my knowledge and expertise.<br><br>Beyond my professional life, I find great joy in spending time with my wife, Eunice, and our two energetic young sons. We love engaging in outdoor activities like hiking, camping, skiing, and cooking, as these experiences not only bring us closer but also teach valuable life lessons.<
2209/p>",
2210            "profileImage": "/delegate/services/file/465345/content"
2211        },
2212       {
2213            "name": "Ken Crosson",
2214            "designation": "In Loving Memory",
2215            "position": "1951-2025",
2216            "location": "",
2217            "bio": "",
2218            "profileImage": "/delegate/services/file/397932/content"
2219        },
2220       {
2221            "name": "Shanti Longstaff",
2222            "designation": "",
2223            "position": "Insurance Consultant",
2224            "location": "",
2225            "bio": "With over 15 years of experience in the insurance industry, Shanti is dedicated to helping business owners and families protect what matters most. Her approach is rooted in education, clarity, and long-term planning and she believes the best decisions are made when clients truly understand their options.Whether designing comprehensive risk-management strategies for business owners or helping families safeguard their financial future, her goal is always the same: to provide thoughtful, customized solutions that bring confidence and peace of mind.Shanti lives in Ancaster with her husband, Chris and their daughter, Remy.  Outside of work, she enjoys travelling, exploring new places, and maintaining a healthy, active lifestyle.",
2226            "profileImage": "https://advisor.canadalife.com/documents/499852/499947/Shanti_Longstaff_520x330.png"
2227        }
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2323 <form id="A9287:form" name="A9287:form" method="post" action="https://www.johnsoutsos.com/med-wealth;jsessionid=220968D541F0DECA870EF3DC5C39E69A?p_auth=IsTy6Zzo&amp;p_p_id=dacontent_WAR_daportlet_INSTANCE_G6Ea1aD0J0gS&amp;p_p_lifecycle=1&amp;p_p_state=normal&amp;p_p_mode=view&amp;p_p_col_id=column-1&amp;p_p_col_count=4&amp;p_p_col_pos=2&amp;_dacontent_WAR_daportlet_INSTANCE_G6Ea1aD0J0gS__facesViewIdRender=%2Fxhtml%2Fcontent%2Fviews%2Frender.xhtml" enctype="application/x-www-form-urlencoded"> <input type="hidden" name="A9287:form" value="A9287:form" /> <input type="hidden" name="javax.faces.encodedURL" value="https://www.johnsoutsos.com/med-wealth;jsessionid=220968D541F0DECA870EF3DC5C39E69A?p_p_id=dacontent_WAR_daportlet_INSTANCE_G6Ea1aD0J0gS&amp;p_p_lifecycle=2&amp;p_p_state=normal&amp;p_p_mode=view&amp;p_p_cacheability=cacheLevelPage&amp;p_p_col_id=column-1&amp;p_p_col_count=4&amp;p_p_col_pos=2&amp;_dacontent_WAR_daportlet_INSTANCE_G6Ea1aD0J0gS__jsfBridgeAjax=true&amp;_dacontent_WAR_daportlet_INSTANCE_G6Ea1aD0J0gS__facesViewIdResource=%2Fxhtml%2Fcontent%2Fviews%2Frender.xhtml" /> <input type="hidden" name="javax.faces.ViewState" value="4164660315020424545:-4751212120749328636" autocomplete="off" /> </form> <div class="content-dynamic"> <form id="A9287:j_idt33" name="A9287:j_idt33" method="post" action="https://www.johnsoutsos.com/med-wealth;jsessionid=220968D541F0DECA870EF3DC5C39E69A?p_auth=IsTy6Zzo&amp;p_p_id=dacontent_WAR_daportlet_INSTANCE_G6Ea1aD0J0gS&amp;p_p_lifecycle=1&amp;p_p_state=normal&amp;p_p_mode=view&amp;p_p_col_id=column-1&amp;p_p_col_count=4&amp;p_p_col_pos=2&amp;_dacontent_WAR_daportlet_INSTANCE_G6Ea1aD0J0gS__facesViewIdRender=%2Fxhtml%2Fcontent%2Fviews%2Frender.xhtml" enctype="application/x-www-form-urlencoded"> <input type="hidden" name="A9287:j_idt33" value="A9287:j_idt33" /> <input type="hidden" name="javax.faces.encodedURL" value="https://www.johnsoutsos.com/med-wealth;jsessionid=220968D541F0DECA870EF3DC5C39E69A?p_p_id=dacontent_WAR_daportlet_INSTANCE_G6Ea1aD0J0gS&amp;p_p_lifecycle=2&amp;p_p_state=normal&amp;p_p_mode=view&amp;p_p_cacheability=cacheLevelPage&amp;p_p_col_id=column-1&amp;p_p_col_count=4&amp;p_p_col_pos=2&amp;_dacontent_WAR_daportlet_INSTANCE_G6Ea1aD0J0gS__jsfBridgeAjax=true&amp;_dacontent_WAR_daportlet_INSTANCE_G6Ea1aD0J0gS__facesViewIdResource=%2Fxhtml%2Fcontent%2Fviews%2Frender.xhtml" /> <div xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:src="http://www.veriday.com/xsd/content/content-base" xmlns="http://www.w3.org/1999/xhtml"><style type="text/css">.ipc_ul_full-width{margin:0}.ipc_ul_full-width&gt;li{list-style:none}.ipc_half-page_content{max-width:50%}.ipc_flex_between{justify-content:space-between}.ipc_flex_top{align-items:flex-start;padding-bottom:100px}.ipc_text_center{text-align:center}.ipc_text_center&gt;{padding-top:0}.ipc_anchor_margin{scroll-margin-top:50px}</style> <!-- Med-Wealth --> <div class="ipc_custom_body_container" id="aui_3_4_0_1_724"> <h2 class="ipc_text_center" style="padding-bottom: 50px;"> In order to succeed, you must first understand the obstacles to overcome: </h2> <div> <div class="da-flex ipc_flex_between ipc_flex_top ipc_anchor_margin" id="top-6-retirement-risks"> <div class="ipc_text_center"> <img src="/documents/338533/338618/10_21_John_Soutsos_425x425_Doctor1.jpg"> <p> Your Future Begins Here:<br><strong>Request a FREE portfolio and retirement risk analysis</strong><br><a href="#"><span class="__cf_email__" data-cfemail="127b7c747d527f77763f6577737e667a3c7173">[email&#160;protected]</span></a> <strong>
2323or call</strong> <a href="#">905-568-2000</a> </p> </div> <div class="ipc_half-page_content"> <h3 class="ipc_text_center"> Top 6 Retirement Risks </h3> <ul class="ipc_ul_full-width"> <li><strong>Longevity Risk</strong> - Outliving your money after retirement</li> <li><strong>Inflation Risk</strong> - holding investments that do not protect your purchasing power</li> <li><strong>Taxation Risk</strong> - not maximizing legal tax shelter accounts &amp; capital-gain investments</li> <li><strong>Insufficient Savings Risk</strong> - overspending on current personal consumption</li> <li><strong>Naïve Diversification Risk</strong> - thinking you are diversified by investing in similar investments with different firms or managers; Ex. ABC Bank Balanced Portfolio + DEF Bank Balanced Portfolio</li> <li><strong>Emotional Biases</strong> - using emotional rules-of-thumb, or engrained prejudices, to short-cut thoughtful decision-making on money matters</li> </ul> </div> </div> </div> <!-- Top 5 Behavioural Risks --> <div> <div class="da-flex ipc_flex_between ipc_flex_top ipc_anchor_margin" id="top-5-behavioral-bias-risks"> <div class="ipc_half-page_content"> <h3 class="ipc_text_center"> Top 5 Behavioral Bias Risks: </h3> <ul class="ipc_ul_full-width"> <li><strong>Familiarity bias</strong> - investing only with, and in areas you are familiar with such geography (Canada), or companies you recognize such as telecom stocks or bank stocks; or with familiar institutions such as big-5 banks</li> <li><strong>Recency bias</strong> - over-emphasizing recent events to explain the near future, rather than placing information into historical context; Ex. Market crashed last year therefore another crash is imminent</li> <li><strong>Endowment bias</strong> - investors psychologically value current investments over investments they don't own</li> <li><strong>Inertia or Status Quo bias</strong>
2323 - faced with new information or a wide variety of options, investors choose to keep things the same, and thus creating 'opportunity cost' from missing out on better investment strategies</li> <li><strong>Regret Aversion Bias</strong> - avoiding changes for fear of making a wrong decision</li> </ul> </div> <div class="ipc_text_center"> <img src="/documents/338533/338618/Tax+filing+425+x+425.png"> <p> Your Future Begins Here:<br><strong>Request a FREE portfolio and retirement risk analysis</strong><br><a href="#"><span class="__cf_email__" data-cfemail="ef86818980af828a8bc2988a8e839b87c18c8e">[email&#160;protected]</span></a> <strong>or call</strong> <a href="#">905-568-2000</a> </p> </div> </div> </div> <!-- How to Build a Better Portfolio --> <h2 class="ipc_text_center ipc_anchor_margin" id="how-to-build-a-better-portfolio"> How to Build a Better Portfolio </h2> <div> <div class="da-flex ipc_flex_between ipc_flex_top"> <div class="ipc_text_center"> <img src="/documents/331491/331500/estate+planning.png"> <p> Your Future Begins Here:<br><strong>Request a FREE portfolio and retirement risk analysis</strong><br><a href="#"><span class="__cf_email__" data-cfemail="751c1b131a351810115802101419011d5b1614">[email&#160;protected]</span></a> <strong>
2323or call</strong> <a href="#">905-568-2000</a> </p> </div> <div class="ipc_half-page_content"> <h3 class="ipc_text_center"> Understand the 4 Most Important Factors for Wealth Accumulation &amp; Preservation </h3> <ul class="ipc_ul_full-width"> <li><strong>Time</strong> - it takes time for money to compound - the longer it is invested, the greater the growth - this is also referred to as the 'magic of compound interest'</li> <li><strong>Amount of Savings</strong> - you cannot create growth without the seeds of initial and ongoing investment. The more you save the more you will have over time.</li> <li><strong>Rate-of-Return - the Rule of 72:</strong> <ul> <li>Dividing an investment's rate-of-return into the number 72 will tell you how many years it will take your money to double. Ex. 72/6% = 12 years.</li> <li>If you have a 36 year career, your money will double just 3 times. Ex. $100,000 x 2 x 2 x 2 = $800,000.</li> <li>If instead your money were able to grow by 12% annually, then 72/12% = 6 years to double. Over a 36 year career that is 6 doubles which extending the example from above = $6.4 million!</li> </ul></li> <li><strong>Portfolio Boost</strong> - Allocate up to 40% of your portfolio to a more concentrated, growth-oriented investment strategy for potentially much higher returns.</li> </ul> </div> </div> </div> <!-- Stop Accepting Mediocrity --> <div> <div class="da-flex ipc_flex_between ipc_flex_top"> <div class="ipc_half-page_content"> <h3 class="ipc_text_center"> Stop Accepting Mediocrity </h3> <h4 class="ipc_text_center"> Cookie-Cutter Portfolio Solutions </h4> <ul class="ipc_ul_full-width"> <li>Over the last 25 years or so, the financial industry in Canada has commoditized their investment solutions into 'all-in-one' portfolios. Most people's risk tolerance lands them in a typical 'balanced fund' allocated 60% to stocks and 40% to bonds</li> <li>Future return expectations - the balanced portfolio solution does not consider that bonds no longer offer attributes and benefits that they historically provided.</li> <li>Near-Zero interest rates and the potential for rising interest rates and inflation in the future make bonds a poor investment diversifier, relative to historical experience.</li> <li>Lower expected returns means - the inability for investors to achieve their retirement objectives</li> <li>When solutions are all constructed using the same strategies, the only differentiation becomes 'price' - i.e. the management fee.</li> <li>The only advantage in such an environment that can be sought is from 'lower fees'. Thus the increased competitive alternatives that focus on fee-reduction. <ul> <li>This is a fallacy. Lower fees don't necessarily result in higher returns. It depends on portfolio construction and investor's behavioral responses to market events and risks</li> </ul></li> </ul> </div> <div class="ipc_text_center"> <img src="/documents/338533/338618/StopAcceptingMediocrityImage.jpg"> <p> Your Future Begins Here:<br><strong>Request a FREE portfolio and retirement risk analysis</strong><br><a href="#"><span class="__cf_email__" data-cfemail="d3babdb5bc93beb6b7fea4b6b2bfa7bbfdb0b2">[email&#160;protected]</span></a> <strong>
2323or call</strong> <a href="#">905-568-2000</a> </p> </div> </div> </div> <!-- Why Deal Directly with a Portfolio Manager --> <h2 class="ipc_text_center ipc_anchor_margin" id="why-deal-directly-with-a-portfolio-manager"> Why Deal Directly with a Portfolio Manager </h2> <div> <div class="da-flex ipc_flex_between ipc_flex_top"> <div class="ipc_text_center"> <img src="/documents/338533/338618/10_21_John_Soutsos_425x425_Doctor2.jpg"> <p> Your Future Begins Here:<br><strong>Request a FREE portfolio and retirement risk analysis</strong><br><a href="#"><span class="__cf_email__" data-cfemail="3f565159507f525a5b12485a5e534b57115c5e">[email&#160;protected]</span></a> <strong>or call</strong> <a href="#">905-568-2000</a> </p> </div> <div class="ipc_half-page_content"> <ul class="ipc_ul_full-width"> <li>The vast majority of individuals licensed to provide investment advice in Canada exercise limited influence on portfolio composition and performance</li> <li>The principle difference between an investment advisor and Portfolio Manager is the latter's ability to exercise discretionary authority in making trades rather than seeking approval for each trade.</li> <li>This fact makes adding value from a potential return perspective more plausible with a Portfolio Manager than with an investment advisor.</li> <li>Bank branch advisors have a limited skill-set, training and knowledge, and recommend only their own bank's product-line</li> <li>Big-bank brokerage firms or investment dealers - <ul> <li>licensed advisors are better trained but are still limited to recommending in-house 'Private Wealth portfolio solutions' centrally managed by the institution or well-known retail mutual funds.</li> <li>These advisors are relationship managers that help with financial planning issues and selection of your overall portfolio's asset mixture between stocks and bonds, based on a standard questionnaire. An important role - <strong><span style="text-decoration: underline"> they have limited capacity to create superior investment-returns due to a lack of discretionary authority</span></strong></li> </ul></li> <li><strong>A Portfolio Manager (PM)</strong> <ul> <li>holds the highest licensing designation offered by industry regulators, requiring higher industry-focused, educational (CIM or CFA) and experience credentials.</li> <li>CIM = Chartered Investment Manager; CFA - Chartered Financial Analyst</li> <li>has the ability to use discretionary authority in the creation and management of customized model portfolio solutions; thus possessing the greatest ability to potentially enhance portfolio-performance<strong>possessing the greatest ability to potentially enhance portfolio-performance</strong></li> <li>Only a small fraction of all investment-industry licensed individuals hold the <strong>Portfolio Manager (PM)</strong> designation</li> <li>A higher standard of care: <ul> <li>Regular Investment Advisors (IAs) only need to ensure an investment recommendation meets the <strong>'suitability requirement'</strong> (based on objectives, time horizon and risk tolerance).</li> <li><strong>Portfolio Managers - Fiduciary Duty</strong> - portfolio managers must always make decisions that are in the best interest of the client, in addition to ensuring investment suitability</li> </ul></li> </ul></li> </ul> </div> </div> </div> <!-- Med-Wealth Private Wealth --> <div id="aui_3_4_0_1_723"> <div class="da-flex ipc_flex_between ipc_flex_top" id="aui_3_4_0_1_722"> <div class="ipc_half-page_content"> <h3 class="ipc_text_center"> John Soutsos, CIM, EPC, Portfolio Manager </h3> <ul class="ipc_ul_full-width"> <li>Uniquely constructed model portfolios with multiple options for all levels of investor risk-tolerance and objectives</li> <li>Employing portfolio management strategies and techniques that have historically demonstrated superior returns than industry-standard 'cookie-cutter', all-in-one portfolio solutions</li> <li>Incorporates a defined-allocation to a <strong>'Portfolio Boost'</strong> strategy that incorporates the growth-potential of the <strong>healthcare</strong> industry, coupled with the risk-reduction attributes of the <strong>consumer staples</strong> industry.</li> <li>Includes services such as retirement and estate planning (IPC Estate Services); as well as tax-efficiency and financial planning guidance.</li> <li>Coordination of private banking*, accounting and tax preparations services.</li> <li>Entry point at $500,000 per household</li> <li>30-years+ industry veteran with exceptional knowledge of economic and market history <ul> <li>Supported by next-generation succession strategy</li> </ul></li> </ul> <p> <em>* Private banking for medical professionals offered through National Bank</em> </p> </div> <div class="ipc_text_center" id="aui_3_4_0_1_721"> <img src="/documents/338533/338618/John+Soutsos_520x330.png" id="aui_3_4_0_1_720"> <p> Your Future Begins Here:<br><strong>Request a FREE portfolio and retirement risk analysis</strong><br><a href="#"><span class="__cf_email__" data-cfemail="b3daddd5dcf3ded6d79ec4d6d2dfc7db9dd0d2">[email&#160;protected]</span></a> <strong>
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