LM Wealth Insights

Summer 2017 Newsletter
  • Wealth Professional Awards 2017
  • Due Diligence - Our commitment to staying informed
  • The Great Canadian Check List
  • Great Camp Adventure Walk

 

 

Spring 2017 Newsletter
  • Federal Budget March 22: How it impacts You
  • Reminder: Tax Filing and eDocuments
  • A question re: CPP Survivorship Pension
  • Guaranteed Income Supplement
  • Estate Planning Tip:  Spouse Named as Successor Holder of your TFSA
 
Winter 2017 Newsletter
  • RRSP Limits and Deadlines & TFSA Limits
  • New client reporting brings greater transparency 
  • A glance back and a look forward
  • Reminder: Tax filing time is fast approaching

 

 

Fall 2016 Newsletter
  • RESP:  Saving for your child's post-secondary education
  • Manulife One - A unique banking solution
  • Portfolio Purchasing Power - Putting dividends into perspective
Summer 2016 Newsletter
  • Fund Fact Sheets... now emailed for new Mutual Fund purchases
  • Great Camp Adventure Walk Update
  • The Case for Canada...  Why investing here makes sense
  • Due Diligence... Our commitment to staying informed

Spring 2016 Newsletter


 
Winter 2016 Newsletter

 

Fall 2015 Newsletter

 

Summer 2015 Newsletter

 

 

Spring 2015 Newsletter 

 

 
Winter 2015 Newsletter