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Paul D'Elia
Nino Lucci
Richard Marshall
Priscilla Radam
Chantalle Baboolal
James W. Kraft

Tel: 416-359-6136

Address
1 First Canadian Place
38th floor, P.O. Box 150
Toronto, ON
M5X 1H3
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Publications

Economic and Market Updates
Portfolio Strategy
Strategic commentary and an overview of financial markets.
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: A Weekly Financial Digest
Research
Equity Research Strengths & Distinctions
Our goal is to be a leader in investment research, providing investors with insight and actionable money-making investment ideas.
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
Year-End Tax Planning Tips
While tax planning should be a year-round activity, this publication outlines some tax planning opportunities that may help you reduce your tax bill for the current year.
Federal Budget Review 2018
A summary of the annual Canadian Federal Budget and its implications on personal income tax measures.
Tax Tips For Investors
Knowing how the tax rules affect your investments is essential. Tax strategies that you should consider such as income splitting, charitable giving and estate planning.
Newsletters
Investment Insight - Our Quarterly Newsletter
In this Fall 2018 issue of Investment Insight, we discuss various RESP withdrawal strategies, year-end tax planning tips, reasons to be thankful on why the future looks bright and the bull and bear markets of the S&P/TSX Composite Index since 1970
NetWorth Fall 2018
Creating wealth ideas for Canadian private business owners and 2018 year-end tax planning tips are the two main topics covered in the Fall 2018 NetWorth publication.
Why Consolidating Your Accounts Makes Sense
Are you a firm believer in not putting “all your eggs in one basket”? This article provides some key insights into why that may not be such a bad idea after all.