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NEWSLETTERS:

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Click Here to View our July/August 2010 Newsletter

Topics to review in this issue:

• For flexibility, go convertible and renewable...
• Looking for income and diversification? Real estate funds may be the answer...
• Invest in yourself with the LifeLong Learning Plan...
• Earn more after-tax income and preserve capital for heirs...

Click Here to View our May/June 2010 Newsletter

Topics to review in this issue:

• Preserve your estate for less...
• For steadier returns and lower volatility consider bond funds...
• Use your credit report to protect against identity theft...
• Registered Retirement Savings Plan Tips...
• Self Employed? New EI changes give you  benefits...
• How you can leave the legacy you want with life insurance...

Click Here to View our March/April 2010 Newsletter  

Topics to review in this issue:

• Pay up-front for a lifetime of coverage...
• What past performance can teach investors...
• Tuition: Big and getting bigger...
• Get your tax refund up front...
• Tax time! Remember to claim insurance premiums...
• Important changes afoot to the Canda Pension Plan...
• Long-term care insurance comes in a variety of shapes...
• Give your child the gift of insurance...

Click Here to View our January/February 2010 Newsletter  

Topics to review in this issue:

• Insure yourself to protect your RRSP
• Consider small-cap funds as we swing into recovery
• Leading the recovery, again and again...
• Reminder: more TFSA room...
• RRSP beneficiaries now have loss provision...
• Home reno tax credit: Your time is almost up...
• Financial Classroom: What is your New Worth...
• Protect family finances from critical illness...
• Is your stay-at-home spouse properly covered?...

Click Here to View our November/December 2009 Newsletter 

Topics to review in this issue:

• Seg funds add security to your portfolio...
• Survey of household spending...
• Moving your U.S. pension home
• STEW can get you back on track
• Maximize the medical expense tax credit
• Why U.S. mutual funds still hold major appeal for Canadaian investors
• Protect your family while you save for retirement
• How best to insure your mortgage

Click Here to View our September/October 2009 Newsletter 

Topics to review in this issue:

• Protect your heirs with an insurance trust...
• Help protect purchasing power with real return bond funds...
• Snowbirds, plan for trading while you're away...
• School costs go waaaay up!
• There's still time to get the CESG
• The factors help determine how much coverage you need
• Women need to protect home as a financial asset

Click Here to View our July/August 2009 Newsletter  

Topics to review in this issue:

• Making a major purchase? Time to review your coverage
• Tax-sheltered severance payments...
• Budget changes benefit small-business owners...
• A TFSA can help build your savings...
• Is it your child's last summer before college?
• Consider the opportunities in today's healthcare sector
• Estate Planning is a must for empty nesters...

Click Here to View our May/June 2009 Newsletter

Topics to review in this issue:

• Benefits plan coverage is not always enough...
• Why all fixed-income funds are NOT alike...
• Returns can vary for fixed-income funds...
• Take advantage of your "home sweet" tax incentives...
• Review statements to keep investments in view...
• Survey: Advice-seekers make more confident retirees...
• Financial medicine in times of illness...
• Those unused vacation days could harm your health...

Click Here to View our March/April 2009 Newsletter

Topics to review in this issue:

• Two-income families need to protect both wage earners...
• Savings plan builds security for Canadians with disabilities...
• Consider deferring credits for maximum benefit...
• Small business owners need to put succession plans into action...
• Target-date funds adjust in step with your timing...
• Family meals nourish intellect and social skills...
• Term or permanent insurance? Choice depends on timing...

Click Here to View our January/February 2009 Newsletter

Topics to review in this issue:

• Your RRSP is just one key to securing your retirement...
• Invest like a marathoner: Save your emotions for the finish line...
• Retirement savings get more protection...
• Retirement Planning: Advice from today's retirees - Start saving early!...
• Shed your expenses while getting fit...
• Keep your ticker healthy to lower risk of heart disease...

Click Here to View our November/December 2008 Newsletter

Topics to review in this issue:

• Critical Illness insurance can ease burden on caregivers...
• Save a realistic deductible to save on insurance...
• Are you leaving "FREE" RRSP money on the table?
• Don't underestimate monthly costs when buying a house...
• BRIC investments aim to catch a rising nation...
• Volunteer activities can boost physical vigour...