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2019 Client Tax Slip Mailing Schedule

When Will You Get Your Tax Slips? There are different mailing dates for different account types. Click on the link below to view the expected delivery dates for both mail and online tax slips and reports. 2019 Client Tax Slip Mailing Schedule Checklist

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April 2019 Portfolio Management Team Update

Market & Economic Environment: Global equities shrugged off tepid economic data and a U.S. yield curve inversion in March to finish an exceptional first quarter on a positive note. The TSX Composite added 0.6% last month, bringing its Q1 gain to 12.4%, its best quarterly performance since Q2 of 2009 and its best first quarter […]

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Term Insurance – An Inexpensive Way to Add Peace of Mind

Nobody wants to imagine dying, but one of the most important pieces to the financial plan puzzle is to try and understand how your passing may affect your loved ones. You may have enough in your savings/investments to give you the peace of mind knowing that your family can survive off of these assets. If […]

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Long Term Care Insurance – get it before it’s gone

The Importance of Naming the Correct Beneficiary

As we say goodbye to RRSP Season, we can stop thinking about the lump sum contributions that need to be made. We should, however, take this time to revisit our beneficiary designations. As you know, your RRSP, your TFSA and Life Insurance policy(ies) all have named beneficiaries. Some of these beneficiaries may have been named […]

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Mailing Dates for 2018 Tax Slips – Important Year End Information

This year, you may receive multiple year-end documents for the same account. You are encouraged to use this checklist to keep track of your year-end documents. If you have any questions regarding the delivery of these documents, please contact your advisor. In addition, some external issuers may amend previously released data, resulting in amended slips […]

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Understanding your Annual Reports

Managing an investment portfolio takes time, but understanding your costs and performance shouldn’t. Accordingly, we’ve designed a set of reports that are simple, user-friendly and, more importantly, easy to read. Click here to read.

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