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Newsletter Q1 2022

Download the PDF Advisor Commentary U.S., Canadian and global equities ended Q1 on a positive note, posting gains in March, but for the overall quarter,

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Newsletters

Newsletter Q4 2021

Download the PDF Advisor Commentary Happy New Year to everyone! We hope you and your families are doing well and staying healthy. The first three

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General

Tax-efficient RESP withdrawals

Written by Jamie Golombek As advisors, many of us are well versed in educating our clients about the benefits of saving for their children’s (or

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Newsletters

Newsletter Q3 2021

Download the PDF Advisor Commentary AFTER several months of positive growth global equity markets declined in September. This has historically been a volatile month and in addition to that several macro-economic factors continued to cause questions for investors.  Markets

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Newsletters

Newsletter Q2 2021

Download the PDF Advisor Commentary 2021 promised to be truly unique for investors as we came out of a year that brought the sharpest 30% market correction followed by one of the quickest recoveries ever

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Newsletters

Newsletter Q1 2021

One Year Later  We hope that everyone is enjoying the spring weather and staying healthy as we enter this seemingly final push towards a return to more normal

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Newsletters

Newsletter Q4 2020

Download the PDF 2020: The year that was  This past year will long be remembered for the dramatic global impact of the COVID-19 pandemic, and the equally

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Newsletters

Newsletter Q3 2020

Download the PDF Nobody said the recovery would be easy. BACK TO SCHOOL: We hope that everyone enjoyed their summer and are wishing those with

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plant growing on coins
Life Stages

Financial Considerations by Life Stage

Use this guide to identify potential financial obligations based on where you are in your financial life and understand key considerations to prioritize and accomplish

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Opinion

RRSP vs TFSA: The Case For Using Both

Tax-time for most of us means finalizing RRSP contributions. As you plan, don’t forget to review the role of Tax Free Savings Accounts. TFSAs are one of

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Opinion

Mindfulness Meditation By Christy Hutchison

These days the term ‘Mindfulness’ seems to appear everywhere you turn. From the worlds of business and finance, wellness, education, medicine, entertainment, sports, and even the

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Portrait of a successful investor
Resources

Portrait of a Successful Investor

“What’s the secret to investing success?” It’s a difficult – if not impossible – question to answer. Investing isn’t really about secrets. It takes a

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