Quarterly Newsletters

Winter 2017 - Q1

In this Issue:  Resolution Time:  Let's Talk Finances/ Estate Planning/ The Gamma Factor:  It Starts with Saving/  Maintaining Perspective/ Changes Are Imminent/ New Year Resolutions for Your Business

Fall 2016 - Q4

In this Issue:  Retirement: Navigating the Journey/ Capital Gains - Planning for your Estate/ Upcoming Changes to the Canada Pension Plan/ Lessons Learned from Brexit/ Staying Focused:  A Longer-Term Perspective/ The Value of Advice

Summer 2016 - Q3

In this Issue:  Keep Time on Your Side/ You Asked: Your RRSP Questions Answered/ The Benefits of Naming the Estate as Beneficiary/ Changes Are Coming/ Keeping Perspecive:  A History of Bulls and Bears/ Upcoming Changes to Tax-Exempt Life Insurance

Spring 2016 - Q2

In this Issue:  Staying the Course/ Canada Pension Plan Benefits:  The Timing Decision/ Consider Support As You Do Your Taxes/ Monetary Policy - The Rise of Negative Interest Rates/ Personal Income Taxes:  A look Back in Time/ understanding the Fees You Pay

Winter 2016 - Q1

In this Issue:  The Case for Optimism/RRIF Holders:  Using your TFSA to Save Tax/Power of Attorney:  A Checklist/Reminders: RRSP Contributions and RRIF Withdrawals/ Federal Tax Changes Are Expected/ Things to Consider Before Selling Securities

Fall 2015 - Q4  

In this Issue:  A Matter of Time/Investing Fundamentals/Food for Thought/Tax Planning/Being Thankful/Things to Remember During Difficult Economic Times

Summer 2015 - Q3

In this Issue:  Ongoing Challenges of Lower Rates/ Estate Planning/ Differing Perspectives/ Saving Gets a Boost/ Investment FOCUS/ Holding U.S. Assets May Mean U.S. Estate Tax 

Spring 2015 - Q2

In this Issue:  Expect the Unexpected!/ Who is Administering Your Estate?/ Time to Withdraw from Your RESP?/ Family Succession:Passing Along the Business/ Beneficiary Designations& Registered Plan Investments

Winter 2015 - Q1

In this Issue:  Welcome the New Year!/ Words to Reflect Upon/ Dreaming of Warmer Days?/ New Tax Relief/ Forward Thinking/ Investment Resolutions for 2015

Fall 2014 - Q4

In this Issue: Mind Over Matter/ Keeping Current/ You Asked/ Investment Concepts/ Heading South?/ Time Changes Most Things

Summer 2014 - Q3

In this Issue: Back to Basics/ Review Your Plan/ More Changes Anticipated/ Differing Opinions/ Concept Review/ A Handy Tool:The Rule of 72/ The Value of Advice

Spring 2014 - Q2

In this Issue: Risk:That Four-Letter Word?/ Taking Action Today/ Planning Ahead/ Enhancing Your Income in Retirement  

Winter 2014 - Q1

In this Issue:  Pension IncomeSplitting/ Increase YourCPP Payments/ Update YourBeneficiaries/ TFSAs and RRSPs:Why They Matter