Newsletter Archive

Our newsletter archive is a collection of the .pdf files for the print version of our newsletter, as well as webpages containing the more recent e-newsletters. Please select a newsletter to view below:

March 2020: PDF | e-mail | Web

• Market Watch, March 2020: COVID-19 and Oil Price Decline
• Market Update from Noah Blackstein
• Will Cannabis use disqualify me from life insurance?

October 2019: PDF | e-mail | Web

• Market Watch: October 2019
• Will Cannabis Investments go the way of Yahoo?
• Is the "Trade War" Really About Trade?
• Why You Should Rethink Mortgage Insurance

July 2019: PDF | e-mail | Web

• Market Watch: July 2019
• What is Socially Responsible Investing?
• What Does Your Money Mean to You?

February 2019: PDF | e-mail | Web

• Market Watch: 2018 in Review
• Market Watch 2019: The Year Ahead
• Aging Well: Two Tax Credits That Can Help

October 2018: PDF | e-mail | Web

• October 2018 Market Watch
• Perspectives on Volatility
• Will your emotions hijack your investment strategy?
• The Four Types of Investment Risk

August 2018: PDF | e-mail | Web

• Trinity Wealth Company News
• August 2018 Market Watch
• Household Spending Habits: How do you Compare?
• When do I have to close my RRSP?

May 2018: PDF | e-mail | Web

• May 2018 Market Watch
• New Mortgage Qualification Rules
• Nova Scotia Down Payment Assistance
• How Beneficiary Designations Work

December 2017: PDF | e-mail | Web

• December 2017 Market Watch
• Year-End Tax Planning Tips
• Teaching Your Children to be Money Smart
• Pursuing Apprenticeship? There's a Grant for that

August 2017: PDF | e-mail | Web

• August 2017 Market Watch
• Why and When Canadians Retire
• Points can pay off
• More & More Canadians Dipping into RRSPs Early
• Canadians Top 3 Worries About Retirement

May 2017: PDF | e-mail | Web

• May 2017 Market Watch
• Investing Perspectives
• Maximizing your Canada Pension Plan Income
• The Canada Child Benefit Overview
• The End of Canada Savings Bonds
• The 50-30-20 Rule of Budgeting

January 2017: PDF | e-mail | Web

• How to Optimize your RRSP Contributions
• How Flying South for the Winter Affects your Finances
• Realizing the Value of Advice

September 2016: PDF | e-mail | Web

• September 2016 Market Watch
• The Necessity of Education Savings
• Why You Should Open an RESP for your Child
• Education Savings Grant & Learning Bond
• Taking Income from an RESP
• What if We Never Use Our RESP?
• Investing in Knowledge: Lifelong Learning Plan
• Insurance for Your Child's Future
• Using Disability Savings Plans for Education

June 2016: PDF | e-mail | Web

• Trinity's Team Market Watch
• Views From Our Fund Managers
• 'Til Debt Do Us Part
• Recent Insurance Eligibility Improvements
• Can new Canadians open a TFSA?

February 2016: PDF | e-mail | Web

• Commentary on Recent Volatility
• How Taxation Changes Will Affect Canadians
• N.S. Pharmacare Changes Halted
• How NOT to Offset Capital Gains
• Transferring Overseas Pensions
• Scrounging for an RRSP Contribution?

December 2015: PDF | e-mail | Web

• December 2015 Market Watch
• The Giving Pledge
• The 15-year Market Cycle
• Expected Changes from the New Government
• Mutual Fund Awards of 2015

Summer 2015: PDF | e-mail | Web

• Market Watch Summer 2015
• Piecing Together your Retirement Income
• CPP: Maximizing your Benefit
• Old Age Security: Avoiding the Clawback
• Defined Benefit vs. Defined Contribution Pensions

Spring 2015: PDF | e-mail | Web

• 2015 Federal Budget Changes
• How to Safely Send Sensitive Files
• Women & Investing

Winter 2015: PDF | e-mail | Web

• TFSA vs. RRSP Part 1: Which Plan is Best?
• File Your Taxes on Time! 2015 Deadlines
• Cross-border Investment & Tax Planning

Fall 2013: PDF | e-mail | Web

Winter 2014: PDF | e-mail | Web

Fall 2014: PDF | e-mail | Web

• Fall 2014's Market Correction
• New Tax Breaks: Income Splitting
• Alternative Investments
• A Brief Intro to RRSPs
• It's Okay to Say "I Can't Afford It"

Summer 2014: PDF | e-mail | Web

• Common Law vs. Marriage
• An Intro to RESPs
• Changing the RRIF Rules
• Choosing a Guardian
• Investment Asset Classes

Spring 2014: PDF | e-mail | Web

• Recessions don't just "happen"
• Benefits vs. a Raise
• Why Pay Yourself First

Winter 2014: PDF | e-mail

Fall 2013: PDF | e-mail

Summer 2013: PDF | e-mail

Spring 2013: PDF | e-mail

Winter 2013: PDF

Fall 2012: PDF

Summer 2012: PDF

Spring 2012: PDF

Winter 2012: PDF

Fall 2011: PDF

Summer 2011: PDF

Spring 2011: PDF

Winter 2011: PDF

Fall 2010: PDF

Summer 2010: PDF

Spring 2010: PDF

Winter 2010: PDF

Fall 2009: PDF

Spring 2009: PDF

Fall 2008: PDF

Spring 2008: PDF