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Home
Meet Our Team
Our Services
Financial Planning
Retirement Planning
Insurance Product & Services
Managed Portfolio Account
Our Philosophy
Publications
Additional Resources
Contact Us
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Home
Meet Our Team
Our Services
Financial Planning
Retirement Planning
Insurance Product & Services
Managed Portfolio Account
Our Philosophy
Publications
Additional Resources
Contact Us
Publications
Publications
July 3, 2023
Equity and Fixed Income Strategy
Strategic commentary on equity and fixed income as well as an overview of fixed income markets.
Equity and Fixed Income Strategy Summary
The Global Equity Weekly provides timely analysis of major economic trends, and how they impact stocks and financial markets more broadly. The latest economic data, interest rate moves and earnings trends all drive the performance of your portfolio. In addition to analysis from the Economics team, this report offers a set of charts and tables to track market performance.
Global Equity Weekly
Research
September 14, 2022
Rates Scenario
Tax Planning Strategies
September 12, 2022
Tax Tips For Investors
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.
The CRA’s Foreign Reporting Requirements
While most Canadians are aware of the April 30 personal income tax filing deadline, there are other important tax deadlines that must be observed over the course of the year – especially if you want to take advantage of certain tax deductions and credits. This calendar summarizes several important dates on the tax calendar and offers some tips to help you with your overall wealth planning. Where a deadline falls on a weekend or a holiday recognized by the Canada Revenue Agency (“CRA”), the deadline is generally extended to the next business day.
2023 Personal Tax Calendar