Spring 2015

Now that tax season, and the snow, are finally over with, it’s time to sit back and enjoy the Spring weather that we’ve been waiting months for. 

Rick was lucky enough to escape the post-winter weather in April while he attended a conference in Scottsdale, Arizona put on by Fidelity Investments, one of the largest fund companies on the world. He had the opportunity to hear presentations from some of the top fund managers along with enjoying the Arizona sun.

One (relatively new) fund that he was introduced to at the conference was the Fidelity Event Driven Opportunities Fund, which offers unique stock exposure to companies going through active change. If you’d like to know more about the fund, let one of our advisors know!

There are many opportunities on the horizon for Canadian investors with the announcement of Federal Budget updates which include many changes that could benefit you. See Rick’s article on page 4 for more information on these changes. Also in this edition, Patricia enlightens us on the challenges women investors face, and I give some tips on how to keep your personal information secure.

With our busiest time behind us, we are very much looking forward to the slower, and sunnier, months ahead.


Market Watch 2015

Posted 02 Jun 2015 by Rick Irwin

Year-to-date, Canada has continued its relatively unimpressive performance, though a rebound in energy prices from last fall’s depressed levels provided some lift. In contrast to the very strong performance over the last few years, the U.S...

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2015 Federal Budget Changes

Posted 22 Apr 2015 by Rick Irwin, CFP, CLU

Spring budgets often contain numerous goodies for Canadians and this is even truer in election years. Last night Joe Oliver delivered the latest federal budget and it contained several important items of importance to financial planning.

Remember: The announced budget...

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How to Safely Send Sensitive Files

Posted 13 Apr 2015 by Natalie LeBlanc

With tax season in full swing, and some late or amended tax slips still arriving in your mailbox, you may be wondering how you can safely send these documents to your tax preparer. In this digital age most transactions can...

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Women & Investing

Posted 02 Jun 2015 by Patricia Bell, PFP

Would it surprise you to learn that in Canada, women influence over $1.3 trillion of investable assets? Not only that:

  • One in three Canadian women earn more than their husbands;
  • Women represent nearly half the labour force and are...

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Will Planning Checklist

There are many decisions you will have to make when you draft a Will. If not thoroughly considered, some of these decisions can have unintended consequences. Here is a checklist of some of the issues that should be discussed before you make your Will...

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