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Our focus is on Industry Changes, News Releases, Links to important information or Websites and Trends in our Industry.

NEWSLETTERS:

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January/February 2010 - Click here for a (PDF) copy

Topics to review in this issue:

  • Insure yourself to protect your RRSP
  • Consider small-cap funds as we swing into recovery
  • Budget changes benefit small-business owners...
  • RRSP beneficiaries now have loss provision
  • Home reno tax credit: Your time is almost up
  • Protect family finaces from critical illness
  • Is your stay-at-home spouse properly covered

November/December 2009 - Click here for a (PDF) copy

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

September/October 2009 - Click here for a (PDF) copy

Topics to review in this issue:

  • Protect your heirs with an insurance trus
  • 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

July/August 2009 - Click here for a (PDF) copy

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...

May/June 2009 - Click here for a (PDF) copy

Topics to review in this issue:

  • Benefits plan coverage is not always enough...
  • Why all fixed-income funds are NOT alike...
  • 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...

March/April 2009 - Click here for a (PDF) copy

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...

January/February 2008 - Click here for a (PDF) copy

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...
  • Kepp your ticker healthy to lower risk of heart disease...
  • Retirement savings get more protection...
  • Advice from today's retirees: Start saving early!...
  • Shed your expenses while getting fit...
  • Keep your ticker healthy to lower risk of heart disease...

November/December 2008 - Click here for a (PDF) copy

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...