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Kelly Haefling
Andrew Haefling
Beverly Dack

Toll Free: 1-800-603-1772
Tel: 519-376-6778
Fax: 519-371-2656


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


Tax Planning Strategies
Federal Budget Review 2018
A summary of the annual Canadian Federal Budget and its implications on personal income tax measures.
Rates Scenario
Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.
Economic and Market Updates
FOCUS: A Weekly Financial Digest
Global Equity Weekly
A look at what happened in the equity markets over the past week and an update on the earnings reports.
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.