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Faisal Hassan
Brad Fox
Erik Olesen
Suzanne Probyn
Tanishq Chatterjee

Fax: 416-590-7601
Tel: 416-590-7620
Toll Free: 1 800-567-2626

Address
4881 Yonge Street
9th Floor, PO Box 37
Toronto, ON
M2N 5X3
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Market Commentary

Market Commentary
October 2019
We’re living in a digital world where, increasingly, routine tasks are conducted online and important information is stored digitally. Digital assets include, but are not limited to, online accounts (e.g., social media, email, eCommerce, banking and investment), loyalty programs, cloud storage, domain names, and website content. Until recently, the idea of leaving a digital inheritance wasn’t generally a consideration for most people, but not anymore. In fact, it’s become a necessity when preparing your estate plan
September 2019
As the new school year begins, many students are preparing to take the next big step in their educational journey by heading off to university, college, or another continuing education program aligned with their interests and career aspirations.This article provides information on how, and when, to withdraw funds from an RESP, as well as information on qualifying educational institutions and programs. In situations where the RESP beneficiary decides not to pursue postsecondary studies or leaves before completing a qualifying program, the subscriber of the plan must decide what to do with the money that has accumulated in the RESP.
August 2019
Knowing how the tax rules affect your investments is essential to maximize your after-tax return. Keeping up to date on changes to the tax rules may open up new opportunities that could affect how your financial affairs should be structured.
July 2019
Protecting your family’s wealth is a key priority to ensure you are prepared to meet your current and future financial goals and commitments. This article discusses several considerations that can help to safeguard and enhance your wealth.
June 2019
Insurance is generally thought of as a risk management tool; however, for a business owner or incorporated professional, insurance can provide multiple benefits, including the potential for significant tax savings.
May 2019
Unforeseen events, such as illness, disability or death, can have a devastating impact on a family and their financial future. Insurance is an important part of our comprehensive wealth management process, and helps provide financial protection against the unexpected.
April 2019
As the April 30 tax deadline approaches, attached are some reminders to help ensure you’re prepared to file your personal income tax return, and that you maximize your tax savings. It’s important that you have all required tax documents before you prepare your return, otherwise you may be required to file an amendment.
March 2019
This month we include an often overlooked part of estate planning as well as our regularly monthly message on the markets.
February 2019
With tax season fast approaching, this month we have included a tax document overview and schedule we hope you find helpful in addition to our regularly monthly message on the markets.
January 2019
Below we include our regularly monthly message on the markets (which follows the same themes as our quarterly performance emails) along with a 2019 Personal Tax Calendar to help with your tax planning for the year ahead.
December 2018
This month in our commentary we include an article on U.S. taxes for Canadian snowbirds and also our thoughts on the markets.
November 2018
This month in our commentary we include an article on year-end financial planning tips and also as always, our thoughts on the markets.
October 2018
Below is our regular monthly message on the markets (which hits on many of the same themes that you will see in your individualized performance emails), along with information on our new secure email system.
September 2018
In this month's commentary, we highlight an article on taking money out of an RESP and also include our thoughts on the market.
August 2018
This month's commentary highlights Tax Tips for Investors, updated to include changes from the 2018 Federal and Provincial budgets. We also include our thoughts on the markets.
July 2018
Included in this month is information on banking on both sides of the border as well as our market commentary.
June 2018
As many of our clients have recently, or soon-to-be, graduated students, in this month’s note we include an article on Financial Considerations for Recent Graduates as well as our regular piece on financial markets.
May 2018
Included is an article on Women and Wealth and also our thoughts on financial markets.
April 2018
Included is an article on estate planning and also our thoughts on financial markets.
March 2018
Included is an article on digital security and also our thoughts on equity markets.
February 2018
Included is an article on insurance options and also our thoughts on equity markets following recent activity.
January 2018
Included is an article on estate preservation and also our thoughts on equity markets following U.S. corporate tax cuts.