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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.
Focus
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.
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 2019
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
NetWorth Spring 2019
The two main topics covered in the Spring 2019 NetWorth publication consists of the 2018 Federal Budget Review and Planning For Your Income Tax Refund.
Investment Insight - Our Quarterly Newsletter
In this Spring 2019 issue of Investment Insight, we discuss ways to minimize probate fees, the benefits of pension income splitting, updating your beneficiaries and how insurance can support investment, tax, retirement and succession planning needs.
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.