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Portfolio Commentary – June 2024
Our June 2024 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
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Shopping For a Mattress Just Got Easier!
Now You Can Increase Your TFSA! You no longer need to stuff that extra cash in your mattress! Effective immediately, the Canada Revenue Agency (CRA) has allowed Financial Institutions and Individuals to act upon the new proposed change to increase the TFSA...
2015 Federal Budget Overview
2015 Federal Budget Overview The federal government today tabled its Economic Action Plan 2015 – a balanced budget for the first time since fiscal 2008. The government promised to balance the budget, and Budget 2015 announces that the deficit has been reduced from...
Important Tax Information – 2014 Returns
TAX TIME! Are You Ready? It is getting close to that time of year again, tax time; and most individuals are required to file their income tax returns on or before April 30. We're pleased to provide you with a tax planning guide to assist you with your 2014 income tax...
The Year That Was and Looking Ahead to 2015
2014 in Review Canadian equities did well in 2014 with the S&P/TSX Composite earning 11%. The strongest performing sector was Consumer Staples (+49%) while the worst was Energy (-5%). US equities once again had a stellar year with a third straight year of...
Fed Closes Chapter on Easy Money
Source: Wall Street Journal, Morning Wrap, 30-Oct-2014 "As the Federal Reserve bids farewell to quantitative easing, it’s time to grade the central bank’s final round of stimulus. The benefits and drawbacks of QE have been subject of a hot debate on Wall Street for...