Quarterly Newsletters

Spring 2026

In this issue:

  • Perspectives on the Housing Market
  • Happy 130th: Does the Dow Still Matter?
  • Planning for Instalment Payments
  • How Has Purchasing Power Changed?
Winter 2026

In this issue:

  • Lesser-Known RRSP Opportunities
  • We've Never Been Wealthier
  • Safeguard Estate Planning Documents
  • Highlights From the Federal Budget
Autumn 2025

In this issue:

  • Why the RESP Should Be Included in a Will
  • Overlooking the Tax-Free Opportunity?
  • A Tax-Efficient Withdrawal Strategy
  • Many Benefits of Portfolio Rebalancing
Summer 2025

In this issue:

  • Home Buying Season is Here
  • Summer Job? Help File a Tax Return
  • Simple Ways to Simplify Your Finances
  • The Value of Discipline
Spring 2025

In this issue:

  • Debunking the RRSP/RRIF Myths
  • Start Now to Make 2025 Less Taxing
  • Easing Rates & the Great Renewal
  • Investing Resolutions for 2025
Winter 2025

In this issue:

  • Debunking the RRSP/RRIF Myths
  • Start Now to Make 2025 Less Taxing
  • Easing Rates & the Great Renewal
  • Investing Resolutions for 2025