E-Newsletter

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.

Back in January, Kurt attended an event hosted by the Economic Club of Canada called, “Ahead of the Curve”. After a night of predictions from Chief Economists from Canada’s largest banks, Kurt provides us with his key takeaways.

As a follow-up to the release of the 2019 Federal Budget, Kurt provides a short summary on the key points that may affect you.

The Upper Canada Capital team shook off the frost from a chilly February to provide information on the following topics: Deciding Between RRSP Contributions or Paying Down your Mortgage, Choosing Between your RRSP or TFSA, Overcontribution Penalities, Calculating your RRSP Contribution, The Home Buyers’ Plan, and What You Need to Know about Spousal RRSPs.

The team provides strategic financial tips on the following topics: Financial Resolutions for 2019, Tax Planning Opportunities, Long-term Investing with Market Volatility, Reflecting on Financial Goals, Changes to the TFSA Contribution Limit, and Tax Reduction through Prescribed Loans.