Newsletter / Resources

 

Client Resources

How to access your account online

Understanding your monthly statement

Webcasts

Tax Planning Webcast

Market Update Webcast-Geoff Ho, Director

Retirement Planning Tools

Retirement Readiness Assessment

Research

Weekly Strategy

ScotiaMcLeod Monthly Review

Encana Topical Questions Addressed

Current Newsletter

July Newletter-Setting up Joint Accounts to Avoid Probate fees

Past Issues

December Newsletter-Market Outlook 2010

January Newsletter-Pension Income Credit

February Newsletter- Long-term Care Ins.

March Newsletter - Future Generation    Education Expenses

April Newsletter - Living with "Uncle Sam"

June Newsletter-A Mid Year Letter to our Clients

June Newsletter - Business Succession Planning
 

Refer a Friend

If you have a friend or colleague who you feel would benefit from our assistance, we would appreciate the referral. We would be pleased to arrange a meeting to provide a Second Opinion.