Investment Planning Counsel | Investment Executive https://www.investmentexecutive.com/soundbites/company/investment-planning-counsel/ Canada's news source for financial professionals Tue, 16 Dec 2025 18:47:01 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Investment Planning Counsel | Investment Executive https://www.investmentexecutive.com/soundbites/company/investment-planning-counsel/ 32 32 ‘Tis the season for tax loss harvesting https://www.investmentexecutive.com/soundbites/economy/tis-the-season-for-tax-loss-harvesting/ Tue, 09 Dec 2025 18:01:37 +0000 https://www.investmentexecutive.com/?p=526877 Chris Reynolds of Investment Planning Counsel says year-end buying and selling will create plenty of mispricings

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]]> Transcript: Tis the season for tax loss harvesting https://www.investmentexecutive.com/soundbites/transcripts/transcript-tis-the-season-for-tax-loss-harvesting/ Tue, 09 Dec 2025 18:01:29 +0000 https://www.investmentexecutive.com/?p=526873 Chris Reynolds of Investment Planning Counsel says year-end buying and selling will create plenty of mispricings

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]]> Transcript: When tragedy strikes, will your business continuity plan kick in? https://www.investmentexecutive.com/soundbites/transcripts/transcript-when-tragedy-strikes-will-your-business-continuity-plan-kick-in/ Tue, 18 Nov 2025 18:01:57 +0000 https://www.investmentexecutive.com/?p=525450 John Novachis of IPC says advisors that don’t have a business continuity plan are rolling the dice with one of their biggest assets

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]]> When tragedy strikes, will your business continuity plan kick in? https://www.investmentexecutive.com/soundbites/practice-management-soundbites/when-tragedy-strikes-will-your-business-continuity-plan-kick-in/ Tue, 18 Nov 2025 18:01:22 +0000 https://www.investmentexecutive.com/?p=525429 John Novachis of IPC says advisors that don’t have a business continuity plan are rolling the dice with one of their biggest assets

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]]> The real risk of volatility is in investor overreaction https://www.investmentexecutive.com/soundbites/economy/the-real-risk-of-volatility-is-in-investor-overreaction/ Tue, 26 Aug 2025 17:01:00 +0000 https://www.investmentexecutive.com/?p=518062 Paul Punzo of Investment Planning Counsel says clients need to understand the danger in making big portfolio moves in the face of market turbulence

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]]> Transcript: The real risk of volatility is in investor overreaction https://www.investmentexecutive.com/soundbites/transcripts/transcript-the-real-risk-of-volatility-is-in-investor-overreaction/ Tue, 26 Aug 2025 17:01:00 +0000 https://www.investmentexecutive.com/?p=518065 Paul Punzo of Investment Planning Counsel says clients need to understand the danger in making big portfolio moves in the face of market turbulence

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