Our latest Quarterly Investment Insight Newsletter provides details on:

Winter 2026

  • For a New Year: Harness the Power of Time
  • Investing Wisdom From the World’s Greats
  • Get Ahead With Seven RRSP Considerations
  • Equity Markets: What’s Driving Advances?

To read more: Click here

 

Our Previous Quarterly Investment Insights: 

Autumn 2025

  • Back-to-School Investing Lessons
  • Investing After Strong Market Periods
  • Why Tax Planning Is Ever More Important
  • Younger Generations: Going to Be All Right

To read more: Click here

 

Summer 2025

  • When Less Is More: Simplifying Finances
  • Bridging the Housing Affordability Gap?
  • In Uncertain Times: The Value of Discipline
  • This Summer Give Kids a Head Start: Help File a Tax Return

To read more: Click here

 

Spring 2025

Quarterly Investment Insight features details on:
 

  • Tax Season: Be Aware of Changes
  • The Impact of a Weaker Loonie
  • The TFSA: Why Are We Falling Short?
  • Spring Cleaning: Finding Lost Funds

To read more: Click here

 

Winter 2025

Quarterly Investment Insight features details on:
 

  • Debunking the RRSP/RRIF Myths
  • Easing Interest Rates: Great Mortgage Renewal
  • Equity Market Concentration Perspectives
  • New Year Financial Reminders

To read more: Click here

 

Autumn 2024

Quarterly Investment Insight features details on:
 

  • RESP Withdrawal Questions Answered
  • Donations & Changes to the Tax Rules
  • RRIF “In-Kind” Withdrawals
  • U.S. Election: Investing Perspectives

To read more: Click here

 

Summer 2024

Quarterly Investment Insight features details on:
 

  • Timing CPP/QPP Benefits
  • Increasing Capital Gains Inclusion Rate
  • Two Graphics: Perspectives on Taxes
  • Oh, Canada! A Productivity Problem

To read more: Click here

 

Spring 2024

Quarterly Investment Insight features details on:
 

  • FHSA or HBP: Which Is Better?
  • Make Investments More Tax Efficient
  • You Asked: Am I Holding a Bare Trust?
  • Six Common Investing Errors

To read more: Click here

 

Winter 2024

Quarterly Investment Insight features details on:
 

  • The TFSA: $1.7M is Within Reach
  • RRSPs & RRIFs: Taxable Withdrawals
  • Why Not Check Your Portfolio Less Often?
  • Look Forward to Growth Ahead

To read more: Click here

 

 

 

 

Autumn 2023
Quarterly Investment Insight features details on:

 

  • RESP: A Potential Tool for Legacy Planning?
  • Rebalancing a Portfolio May Provide Other Benefits
  • Estate Planning & Contesting a Will
  • How Have Education & Housing Costs Changed?

To read more: Click here

Summer 2023
Quarterly Investment Insight features details on:

 

  • The FHSA: Four Key Benefits
  • Be Aware: The CRA May Be Watching
  • Combat Fraud: Take Five, Tell Two
  • Are We Near the End of the Rate Cycle?

To read more Click here

Spring 2023
Quarterly Investment Insight features details on:
 

  • Don’t Want to Act as Estate Executor/Liquidator?
  • Spring Cleaning? Check Your Credit Score
  • Surviving in Challenging Economic Times
  • Impact of Taxes & Inflation on Returns

To read more Click here

 

 

Winter 2023
Quarterly Investment Insight features details on:
 

  • Avoid These Five RRSP Pitfalls
  • In Brief: Upcoming Changes for Investors
  • Preserving Wealth Across Generations
  • For 2023: Dealing With Volatility

To read more Click here

Autumn 2022
Quarterly Investment Insight features details on:
 

  • Consider These Ways to Gain From Your Losses
  • Inflation & Interest Rates: Has Inflation Peaked?
  • Do You Have a Financial Inventory?
  • Dividends in Times of Uncertainty

To read more Click here

Summer 2022 
Quarterly Investment Insight features details on:

 

  • Estate Planning: Preserving Family Harmony
  • You Asked: The RRIF 
  • Budget Recap: The FHSA & More
  • The Merits of Goals-Based Investing

To read more Click here

 

Spring 2022
Quarterly Investment Insight features details on:
 

  • Maintaing Our Balance
  • Finding Ways to Deal With Inflation
  • Recent Tax-Related Changes
  • Estate Planning: Seven Questions to Ask
  • Rate Hikes: A Cause for Worry?

To read more Click here

Winter 2022
Quarterly Investment Insight features details on:
 

  • RRIF Minimum Withdrawal Planning
  • Investing at Market Highs?
  • Investing Rules to Live By
  • 2022 Outlook

To read more Click here

Autumn 2021
Quarterly Investment Insight features details on:
 

  • TFSA Overcontributions
  • Tapping Registered Education Savings Plans
  • Charitable Giving
  • Inflation
  • Life Insurance

To read more Click here

 

Summer 2021
Quarterly Investment Insight features details on:
 

  • Tax & Estate Planning
  • The Federal Budget 2021: How It May Affect You
  • The Profound Impact of Time on Investing
  • Revisiting the Four Percent Rule

To read more Click here

Spring 2021
Quarterly Investment Insight features details on:
 

  • Investing During Strong Market Times
  • Spring Clearning: Review Your Estate Plan
  • The Flight of the Loonie
  • Beyond the Bull Market: The Value of Advice

To read more Click here

Winter 2021
Quarterly Investment Insight features details on:
 

  • What Have You Told Children?
  • THe Risk of Doing Nothing
  • Don't Forget Your Time Horizon
  • Wisdom from Warren Buffett

To read more Click here