Articles
Below you will find a list of some articles that may be of interest. We are always available for questions should you find a topic here that is worth discussing.
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- Understanding Markets and Long-term Investing
From Mackenzie Investments - COTTAGE LIFE
By Sandy Cardy - Bull & Bear Markets
From Mackenzie Investments - Staying on Track
From TD Mutual Funds - Rethinking 65
From TD Mutual Funds - RESP facts
From CI Investments - Real Return of a GIC
From Mackenzie Investments - Predicting a winner is difficult
From Mackenzie Investments - Pay Less Tax
From TD Mutual Funds - Investor Guide
From Mackenzie Investments - Income Splitting
From Mackenzie Investments - 2009 Estate Planning
From Mackenzie Investments - I don't want to invest my money now
From CI Investments - Estate Preservation and Whole Life Insurance
From Standard Life - Dollar Cost Averaging
From CI Investments - Disjointed Rights – Part 3
From AdvisorsEdge Report, May 2007. By Jamie Golombek, CA, CPA, CFP, CLU, TEP Vice-President, Taxation & Estate Planning - Joint Election To Split Pension Income
Canada Revenue Agency - The New Number Crunchers
From AdvisorsEdge Report, May 2007. By Jamie Golombek - Pension Splitting – An Analysis of the Legislation
The Standard Life Assurance Company of Canada, August 2007 - Spousal RRSPs (Post-Pension Splitting)
The Standard Life Assurance Company of Canada, November 2007 - Succession Rights of Common-law Partners and Adult Children
Aim Trimark, 2007 - Tax Abuse
From AdvisorsEdge Report, April 2007. By Jamie Golombek, CA, CPA, CFP, CLU, TEP Vice-President, Taxation & Estate Planning - Up to Speed: Tax Changes
From AdvisorsEdge Report, January 2008. By Jamie Golombek, CA, CPA, CFP, CLU, TEP Vice-President, Taxation & Estate Planning - Les rentes certaines et les nouvelles règles de fractionnement du revenu de retraite (en français)
The Standard Life Assurance Company of Canada, August 2007 - Turning Interest Income into Pension Income
The Standard Life Assurance Company of Canada, November 2007
