Personal Note
As we settle into fall, we hope you've had a chance to enjoy the crisp autumn days and a wonderful Thanksgiving with family and friends.
If you missed the email communication from Chris on October 23, 2026, we're pleased to share some positive news for our IPC One clients. In October, our head office, Investment Planning Council (IPC), finalized an organizational restructuring of the IPC One Platform, the discretionary platform that our IPC One client’s investment plans are held on. These changes will allow us to pass along additional savings of approximately 5 basis points (0.05%) in fees in each IPC One clients mandated plans.
To begin receiving these savings, if you’re an IPC One client, we'll need a signed copy of the updated fee agreement for each applicable plan. Over the coming weeks, you can expect a DocuSign package email from either Chris, Aaron, Braydon, or Erica. For those who have notified us in the past of their preference to manual paperwork, a member of our team (most likely Aaron) will reach out to coordinate the signing of these fee agreements.
Signing these updated fee agreements does not change the portfolio(s) you currently hold.
It simply updates your fee structure to reflect the new, lower fees.
If you've already heard from Chris about portfolio changes we want to make within your specific investment plans, have had an annual review in the last 2-3 weeks, have an annual review coming due by years end, or have already received and signed the new fee agreements, you can ignore this section of the newsletter as your paperwork is/will be taken care of.
If you have any questions, please call our office at 306-546-5511 or reach out to Chris, Aaron, or Braydon directly.
As always, thank you for your continued trust in our team.
Enjoy the October edition of the CG Wealth Newsletter.
