Client Resources

Resources, Research & Market Commentary

We believe in the principle of informed client decision-making.

Accordingly, we encourage our clients to access information, insight and analysis designed to expand their level of financial and investment knowledge.

The links to the resources, research and market commentary on this page change frequently.

Content covers issues of interest to the fully engaged investor, links to helpful published materials, plus reports and interpretations about other important influencers of the investment landscape.

Stay Up-to-Date

• Daily Market Commentary
• Weekly Global Insight
• Monthly Global Insight
• Tax Reporting Guide
• Tax Free Savings Account
• GIC Rates
• eStatements

Family & Estate Matters

• Family Wealth Management
• Family Trust Guide
• Wills and Will Planning
• Power of Attorney
• Charitable Giving
• Estate Planning Guide

Business Matters

• The Business Owner's Guide to Wealth Management
• Investment Holding Companies
• Tax Planning Strategies for the Owner/Manager
• Implications of Investing in the US

Retirement Matters

• Early Retirement and Your Options
• Sharing of CPP/QPP Retirement Pensions
• Retirement Checklist