E-Newsletter
2021 December Year End Team Newsletter
Market ReviewBy Jordan Campbell, CFA Portfolio Manager Tax loss sellingBy Gerdi Lito, CFA Financial Advisor Associate How to Prepare for Rising Interest RatesBy Frank Valicek, CFP, CIM Financial Advisor Helping Your Favorite Charity By Donating Stocks Rather Than Cash – A Tax AdvantageBy Mathew Cain, CIM Associate Portfolio Manager Registered Education Savings Plan (RESP)By Jeton …
2021 Federal Budget Commentary
On April 19, 2021, the Deputy Prime Minister and Finance Minister, the Honorable Chrystia Freeland, presented Budget 2021: A Recovery Plan for Jobs, Growth, and Resilience, to the House of Commons.
March 2021 Newsletter
With this edition of our team’s newsletter, we waste no time in getting right down to the important aspects of your finances to pay attention to. Topics include: Personal Tax Returns, cryptocurrency, RESP accounts, RRSP contribution, and more!
Fixed Income Alternatives for the “Safe” Money in your Investment Portfolio
It’s not the stock market you need to worry about… Count on Kurt and the team to guide you through decisions in your investment portfolio. Your goals are well in hand as we explore the realities of what you need to consider to reach your financial future.
Economic Newsletter – February 2021
Every year the Economic Club of Canada interviews the chief economists from the big banks in Canada regarding their financial predictions for the year ahead. The following is a summary of the key discussion points by Kurt Rosentreter and Mathew Cain.
Navigating Financial Waters in 2021 and Beyond
2020 and the Impact of a Pandemic on our Finances: Kurt Rosentreter Before the pandemic, e-commerce, home delivery and ordering online were growing at a steady pace. Global lockdowns accelerated these trends and businesses will need to adapt or die. We may be seeing the slow death of shopping malls.
Coronavirus, Cannabis, and the U.S. Election – Our Thoughts
Coronavirus, Cannabis, and the U.S. Election – like it or not, these are the topics we are hearing about in the news and Our Team would like to share our thoughts.