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When Will You Get Your Tax Slips? 2022

There are different mailing dates for different account types. Please click on the link below to view the expected delivery for both mail and online tax slips and reports. 2021 IAPW Tax Document Distributions Dates

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April 2021 Portfolio Management Team Update

With the TSX Composite, S&P 500 and Dow Jones Industrial Average reaching new record highs in March, global equities added to their February gains to finish the first quarter on a strong note and record their fourth straight quarterly advance. The TSX Composite rose 3.6% in March for a Q1 gain of 7.3%. For the […]

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Risk Management – Portfolio Insurance

All financial plans are a great way to plan for your future, but unless you are including a risk management component to your plan, you are leaving yourself exposed to potential risks that may render your plan useless. Let’s be honest, how often does life go as planned? Whether you are still working and saving […]

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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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Permanent Life Insurance… an effective estate transferring strategy

Your New Client Portal starter’s guide

The Client Portal offers a simple and convenient way for you to view your investment portfolio anytime, anywhere. Please review this guide and contact us if you have any questions. New Client Portal User Guide

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When Will You Get Your Tax Slips?

There are different mailing dates for different account types. Please click on the link below to view the expected delivery for both mail and online tax slips and reports. 2020 Client Tax Slip Mailing Schedule Checklist

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