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Contact Us

Paul D'Elia
Nino Lucci
Richard Marshall
Priscilla Radam
Chantalle Baboolal
Rhonda Blanch
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
NetWorth Summer2018
Insight into behavioral biases and how the new US Tax Reform will impact Canadians are the two main topics covered in the Summer 2018 NetWorth publication.
Investment Insight - Our Quarterly Newsletter
This Summer 2018 issue of Investment Insight discusses how the Canadian economy continues to perform well and how having a longer-term view should remind us that these are good times. This issue also discusses starting a dialogue with aging parents, planning for longevity and insurance in the new gig economy.
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.