Investment Planning Counsel - Sarnia - Lupton/Cook Financial Team

Happy Halloween!

Happy Family Day Weekend!

Send a message to learn more

Happy Father’s Day to
all the great dads out there!!

Happy Family Day!!
We will be closed today for Family Day and back to regular business hours tomorrow.
Enjoy your day, whether it's work or play!

TFSAs and RRSPs Often, saving for the future involves using both TFSAs and RRSPs.

Wishing all of our clients, friends and family a wonderful Christmas & Holiday season.
We truly appreciate being able to provide you with Financial Planning Solutions this past year and look forward to another year ahead!
Our Holiday Office Hours:
Mon Dec 25/23 - CLOSED
Tues Dec 26/23 - CLOSED
Wed Dec 27/23 - 9am to 4:30pm
Thurs Dec 28/23 - 9am to 4:30pm
Fri Dec 29/23 - 9am to 4pm
Mon Jan 1/24 - CLOSED
Tues Jan 2/24 * back to regular office hours *

What's in store for 2024....
It's hard to believe that it's the end of 2023 already.
Looking forward to reviewing this with you at our next meeting in the new Year.
Call, email or book online to book your spot early:
Tel: (519) 336-4722
Kari Lupton - [email protected]
Jill Cook - [email protected]
Book online - www.liveyourdreamnow.ca (For Kari only)

Key Investment Themes and Risks for 2024 It seems like it was only “yesterday” when I wrote my last “What to expect next year” piece.

CEBA LOAN REPAYMENT
If your company received a CEBA loan you must repay it by January 18, 2024. Note: the year you repay and receive the forgiveness (ex: $10,000 on $40,000) the $10,000 will be taxable in that year. Consider carefully if you want to repay in 2023 before year end or in 2024 deferring tax and possibly pushing it to a lower taxable income year.

IPC Portfolio Services - Our Perspective

In his third quarter update, Rana Chauhan, Counsel’s Chief Investment Strategist, provides his perspective on the “wall of worry” that is currently casting a shadow over the financial markets. After a positive start to 2023, global events along with ongoing inflation concerns are continuing to weigh on investor sentiment.

https://player.vimeo.com/video/873388516

Please don't hesitate to contact us if you would like to discuss any of this information in more detail. As Rana mentions in this video, sticking to your financial plan is the key to getting through these uncertain times. We are here to help!

Inflation and the worries of investing from IPC on Vimeo