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Media & News

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!

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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.

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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. Read more...

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Annual Economic Outlook 2020

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.

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Team Newsletter, January 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.

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Team Newsletter, December 2019

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.

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Team Newsletter, September 2019

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.

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