Mississauga, Ont.-based Investment Planning Counsel Inc.’s product shelf now includes three ETF portfolios. Each of the three IPC Essentials portfolios is designed to meet a specific goal, from monthly income to growth opportunities. Specifically, IPC Income Essentials Portfolio provides a monthly income stream to investors while emphasizing capital preservation. IPC Balanced Essentials Portfolio offers investors long-term capital appreciation through a target asset mix of 60% equities and 40% fixed-income. IPC Growth Essentials Portfolio uses a target asset mix of 80% equities and 20% fixed-income and follows a strategy to take advantage of changing market conditions and also employs currency-hedging strategies. These IPC ETF portfolios are managed by Counsel Portfolio Services Inc., IPC’s portfolio-management arm. Advisor commissions are 0%-5%. Trailing commissions are 1% for front-end sales of all three portfolios. Management fees are 1.55% for A-class units and 0.55% for F-class units. Minimum investment is $500.
(fcollie@investmentexecutive.com).