 | | Spring 2022 Newsletter - Maintaining Perspective
- Protecting Investors: Appoint a Trusted Contact Person for your Accounts
- Finding Ways to Deal With Inflation
- Rising Interest Rates: A Cause for Concern?
- Managing Risk: Why we rebalance portfolios
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 | | Winter 2022 Newsletter - Continue to Look Forward
- Happy New Year! Consider these Investing Rules to Live By
- Income Investors: Where to From Here?
- Ontario: Changes to Estate Planning Law
- Staying the Course: Look Forward with Confidence
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 | | Fall 2021 Newsletter - Investing & the Art of Patience
- Inflation: How Has Purchasing Power Changed?
- The Tax Benefits of Charitable Giving
- Leaving a Lasting Legacy – Supporting the Wealth Transfer
- It’s Never Too Late to Consider Life Insurance
- The Psychology of Investing
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 | | Summer 2021 Newsletter - Cutting Through the Noise
- Federal Budget 2021: Changes that May Affect You
- Estate Planning: What Have You Told Adult Children?
- Stock Market Returns: Never a Constant
- Digesting Currency Changes: The High-Flying Loonie
- Joint Ownership: The Good, the Bad & the Ugly
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 | | Spring 2021 Newsletter - Can the Markets Continue to Climb?
- Interest Rates, Inflation & The Risk of Doing Nothing
- Investing During Buoyant Market Times
- Income 65 How Much will you Need in Retirement
- Will Bitcoin Become the Next Gold?
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 | | Winter 2020 Newsletter - For 2021: Continue to Look Forward
- INCOME65: In 2021, Will You Reach These Age Milestones: 60, 65 or 71?
- 2021 RRSP and TFSA limits and deadlines
- RRSP Season Again: Consider the Benefits of a Spousal RRSP
- INCOME65: British Pension Transfer Options
- Building Wealth Often Takes Time
- Words of Wisdom from the Investing Wise
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 | | Fall 2020 Newsletter - A Closer Look at Market Performance: The S&P 500 Index
- The Continuing Case for Diversification
- INCOME65: Estate Planning: The Role of the Executor
- Think Now About Year-End Tax Planning
- Change: The Only Constant
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 | | Summer 2020 Newsletter - The Importance of Managing Risk
- Maintaining a Longer-Term Perspective
- How often are you Checking Investment Performance?
- Changes to the 2020 RRIF Withdrawal Factors
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 | | Spring 2020 Newsletter - 2020 so far
- REIT and Real Estate Corner
- Continuing Education
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 | | - TFSA and RRSP limits and details: have you made the most of these tax-efficient investment accounts?
- Market volatility is normal – staying the course is critical
- In the news: Canadian Chiropractor Magazine
- INCOME65: Digital assets and your Will
- Due diligence corner
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 | | - Income65 Estate Planning
- Education & Due Diligence
- Market Comments & Returns
- Top up your RESP
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 | | - How to avoid outliving your retirement savings
- Weighing the Pros and Cons of Annuities
- An INCOME65 Financial Plan identifies strategies to help you meet your financial goals
- An update on our on-going due diligence process and meetings
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| | | |
 | | - We highlight the challenging market environment we’ve endured so far this year; and we place market fluctuations into context of the broader, longer-term view
- The return of market volatility and our outlook
- CPP Expansion
- An update on our on-going due diligence process and meetings
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 | | - RRSP Limits and Deadlines
- Changes to TFSA Limits
- Cash Flow Management and Debt Reduction
- Estate Planning for TFSAs, RRSPs and RRIFs
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 | | - The Value of Professional Advice
- Canada's Richest Cities
- Reminder: Top Up Your RESP Before Year-End
- Update on our recent Due Diligence meetings with Portfolio Management teams
- In the Community: A Special Thank You as we Raised over $10 million for Toronto’s SickKids Hospital
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 | | - Wealth Professional Awards 2017
- Due Diligence - Our commitment to staying informed
- The Great Canadian Check List
- Great Camp Adventure Walk
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 | | - 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
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 | | - 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
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 | | - RESP: Saving for your child's post-secondary education
- Manulife One - A unique banking solution
- Portfolio Purchasing Power - Putting dividends into perspective
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| | | |
 | | - 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
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| | Spring 2016 Newsletter |
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| | Fall 2015 Newsletter |
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| | Spring 2015 Newsletter |
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