Trevor Lipinski B.Comm, CFP, RRC
900-299 Victoria Street V2L 5B8 Prince George, BC, Canada
Category
General Information
Locality: Prince George, British Columbia
Phone: +1 250-564-2310
Address: 900-299 Victoria Street V2L 5B8 Prince George, BC, Canada
Website: advisor.investorsgroup.com/en/trevor_lipinski
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We're committed to making sure your #financialplan changes with you. Talk to me about the new IG. #IGWealth https://goo.gl/GGNKrC
We'd like to re-introduce ourselves to you. In the coming weeks, you'll notice our new name & logo online and in advertising. As always, you'll benefit from our trusted advice & broad range of #financial solutions. Talk to me about the new IG. #IGWealth https://goo.gl/5VQxti
We are very honoured that Corporate Knights has ranked IGM Financial among their 10 best corporate citizens in Canada. This recognizes our commitment to cont...inually advance our environmental and social responsibility. Read more here: http://www.corporateknights.com/reports/2018-best-50/ See more
I've been involved with the Alzheimers's walk for many years. If you are free on May 6th come down to the YMCA to show your support for a meaninful cause. If you require any additional information regarding the event please don't hesitate to ask.
https://www.investorsgroup.com//m/this-week-in-the-markets
https://www.investorsgroup.com//c/this-week-in-the-markets
Interested in helping teach your kids the value of money? Money & Youth is free to the public (sponsored by Invesotors Group) to help promote financial literacy. From the website below you can download a PDF version of the book, there are also helpful resources that compliment the book as well. If you know anyone, such as teachers and parents, that would find this information useful please don't hesitate to share this free resource with them. http://goo.gl/574Tg4
Interested in learning more about Investors Group? We recently had our 2017 IGM Financial Investor Day where the overviews & strategies for IGM, Mackenzie & Investors Group were discussed. See below for a link to the presentations: http://www.gowebcasting.com//2017-igm-financial-investor-d
http://www.cbc.ca//british-c/site-c-dam-decision-1.4435939
Here's our weekly market update as of Dec. 8, 2017: https://www.investorsgroup.com//c/this-week-in-the-markets
Over the past year Investors Group has made some incredible changes to the way we are doing business (which I could not be happier to see). IGM recently had its... annual Investors Day where many of these changes were discussed and the future corporate direction also addressed. I'll be sharing more as the year progresses about certain changes but if you have the time it's quite interesting to have a listen. I'm always happy and excited to chat about these changes that are making us an industry leader so if you've got any questions don't hesitate to ask! http://www.gowebcasting.com//2017-igm-financial-investor-d
Moving forward I'll be sharing a weekly update of the markets, here's an update for Dec. 1, 2017: https://www.investorsgroup.com//c/this-week-in-the-markets
Did you know that an estate plan can help protect your family and reduce taxes levied against your estate? Read about estate planning and the essential elements that go into creating one in this article. http://goo.gl/KLzMPK
Change is coming. Here are five things your business needs to know about adjustments being made to the Canada Pension Plan in 2019. https://goo.gl/CA1mNe
Heads up to private corporations: Finance Canada released proposed changes to tax planning using private corporations. The full tax implications on income splitting, capital gains exemption and passive investment income are not yet known. http://www.fin.gc.ca/n17/17-066-eng.asp
Proud to be a part of a company that is willing to make a $50,000 donation to Red Cross, while also matching any employee/consultant donations made for our local communities affected by the wildfires. Up in Prince George we have all seen the impact this has had on the evacuees & residents of Northern / Central BC, our hearts truly go out to all those that are affected. If you are a current Investors Group client and have been impacted, please see the media release to see a few ways we are able to provide relief & reach out to your consultant for support. https://www.investorsgroup.com//wildfires-affected-bc-comm
This morning the Bank of Canada increased the overnight lending rate to 0.75%, a 25 basis point increase. As many will read this is the first rate hike in 7 years & likely will not be the last hike before spring of 2018 (as there is speculation that there could be 2 further rate hikes). With the strong possibility of further increases to come, this is an excellent time to review your current debt(s) and your mortgage rate(s) as the cost of borrowing will be increasing. If you... were possibly looking at any type of debt consolidation or mortgage refinance, this is the right time to start that conversation. As always, If you have any questions about the impact this may have on you personally please don't hesitate to ask. I've included a quick article below about how the rates will be affecting your wallet: http://globalnews.ca//how-the-bank-of-canadas-interest-ra/
We’re honoured that IGM Financial earned a top 10 ranking in Corporate Knights' Best 50 Corporate Citizens in Canada listing. This recognizes the positive difference we have made through charitable giving, volunteer work and our dedication to environmental and social responsibility.
You've spent years building a sound retirement plan. But is it protected? I can help you determine the right insurance options for your family, lifestyle, and retirement plans. http://goo.gl/Jo89zA
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