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Kelly Haefling
Andrew Haefling
Beverly Dack

Tel: 519-371-8980
Fax: 519-371-2656
Toll Free: 1-800-603-1772

Address

887 3rd Avenue East, Suite 101
Owen Sound, ON
N4K 2K6
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Publications

In The Media
The Dockside
Weathering The Storm
Economic and Market Updates
Global Equity Weekly
A look at what happened in the equity markets over the past week and an update on the earnings reports.
Focus
Focus is a weekly financial digest.
Equity and Fixed Income Strategy
Strategic commentary on fixed income and an overview of fixed income markets.
Portfolio Strategy
Strategic commentary and an overview of financial markets.
Research
Rates Scenario
Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.
Tax Planning Strategies
The CRA’s Foreign Reporting Requirements
Since Canada represents only a small portion of the world’s capitalization, it may make sense to include some foreign investments in your portfolio. However, it is important to understand Canadian and other foreign tax implications of owning investments outside of Canada.
Other
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