APRIL 2016
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Budget Highlights 2016
Prime Minister Justin Trudeau and his Finance Minister, the Honourable William Morneau delivered their first federal budget on March 22nd noting that global growth has slowed, financial market volatility has risen and commodity prices have fallen sharply.

Tax Refund: Invest or Pay Debt?
When you get a healthy tax refund, it can be tempting to think of all the ways you want to spend it. An extravagant vacation. A down payment on a new car. There are so many possibilities.

Segregated Funds Reporting Excluded from IPC Client Statements
Clients who hold segregated fund investments will no longer see any related account values or transactions reported on their IPC statements.

The Mundi Team
#222, 9223 - 28 Avenue NW
Edmonton, AB, T6N 1N1
Phone: 780.328.2562
Fax: 780.328.2568
E-mail: Info@PersonalizedWealth.com
Web: http://www.personalizedwealth.com


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©2016 Investment Planning Counsel

Disclaimer: This Report is written by Investment Planning Counsel, a fully integrated Wealth Management Company. Mutual funds available through IPC Investment Corporation and IPC Securities Corporation. Securities available through IPC Securities Corporation, a member of the Canadian Investor Protection Fund and a member of the Investment Industry Regulatory Organization of Canada. Insurance products available through IPC Estate Services Inc. Mortgage Broker Services provided by Invis Inc. (Lic.# ON 10801 / SK 315928) or Mortgage Intelligence Inc. (Lic.# ON 10428 / SK 315857).

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