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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
Investment Strategy
Investment Strategy Summary
Strategic commentary on equity and fixed income as well as an overview of fixed income markets.
Investment Strategy Summary
Global Equity Weekly
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
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.
The CRA’s Foreign Reporting Requirements