Quarterly Investment Insight

Spring 2026

• Generation Squeeze: 30 Years of Inflation
• Beyond Canada: A Look at Global Markets
• How Is Investment Income Taxed?
• The Wealth Gap: A Two-Speed Economy

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Winter 2026

• For A New Year: Harness the Power of Time
• Investing Wisdown From the World's Greats
• Get Ahead with Seven RRSP Considerations
• Equity Markets: What's Driving Advances?

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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

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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

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Spring 2025

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

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Winter 2025

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

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Autumn 2024

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

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Summer 2024

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

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Spring 2024

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

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Winter 2024

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

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Autumn 2023

• 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?

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Summer 2023

• 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?

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Spring 2023

• 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

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Winter 2023

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

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Autumn 2022

• 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

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Summer 2022

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

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Spring 2022

• 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?

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Winter 2022

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

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Autumn 2021

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

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Summer 2021

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

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Spring 2021

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

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Winter 2021

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

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