E-Newsletter

Kurt provides his insight and summary from the Economic Club of Canada’s annual forum where they provide their predictions for the world of finance in the coming year. This forum hosts the chief economists from Canada’s six largest banks.

In this market update, Kurt provides a brief summary of what the market experienced in 2019 and what we can look forward to in 2020.

Happy New Year! 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 early in the year. Topics include: TFSA Contributions & Limits, Income Splitting, RRSP Contributions, Setting Goals, Insurance Coverage, and Leading Indicators.

The holidays have arrived! In this edition of our team newsletter, we touch on topics that include: Credit Union Due Diligence, Tax Loss Selling, Gift of a RESP, Spousal Financial Planning, RRSP Planning.

As we head into the final months of 2019, Kurt sums up the “need-to-know” market information of the third quarter.

Like it or not, Autumn is here! In this edition of our monthly newsletter, the Team discusses topics that include: The Introduction of “Essentials Managed Portfolios”, the Year of the IPO, New Electronic Statements, First-Time Home Buyer Incentive, and Mortgages and Interest Rates.

Nearing the end of the summer, our team discusses the following topics: The Inverted Yield Curve, The Federal Reserve’s Rate Cut, Real Estate Planning, and RESP Planning.

This summer’s team newsletter discusses the following topics: Recession Indicators, Money University for Young Adults, Children’s Education Savings, and the Effects of Foreign Currency moves.

Kurt outlines an issue that many overlook – the adjustment to decreased income during retirement. Without a defined benefit pension, planning early is your only answer.

Kurt breaks down by age groups, the important financial lessons that children should learn to guide them to financial stability later in life.