Newsletter Archive

  • Summer 2010

    • . New Tax Rules for Employee Share Purchase Plans

    . The emerging role of a Mortgage Broker

    . Premium Payment essential for insurance continuity


  • Spring 2010

    • . Federal Budget Highlights

    . TFSA or RRSP – Choosing the right one for you

    . Travel Insurance – Don’t leave home without it

    . When your Employer Provided Benefit Plan Ends

    . How the Federal Budget Impacts Private Healthcare Spending Plans


  • Winter 2010

    • . The Road to Recovery

    . Redeeming from an RESP

    . Tax Slips for 2009 Tax Returns

    . If it Seems Too Good to be True……


  • Fall 2009

    • . Retirement Income Planning

    . Proposed Changes to the Canada Pension Plan

    . Caution for Buying Real Estate in the US


  • Summer 2009

    • . Brighter days ahead – is the economy improving?

    . Protecting your Future Earnings

    . Avoiding unintended outcomes of an Estate Plan


  • Winter 2009

    • . What happened?

    . Looking to the future

    . Earning your trust and confidence


  • Fall 2008

    • . Tax Free Savings Accounts in 2009

    . Buy As Much Life Insurance At As Young An Age As You Can

    . The Evolution of Our Industry


  • Summer 2008

    • . Joint Ownership: Solving or Causing Estate Problems?

     

  • Spring 2008

    • . News from the Federal Budget

    . Pension Splitting Reminders

    . Snowbirds – Take note


  • Winter 2008

    • . Oh Canada: market commentary 2007

    . Mortgage Insurance + Banks = Beware!

    . Information Gathering for Income Tax Returns

     

  • Fall 2007

    • . Is your bank in your pocket?

    . Recent issues with Joint Ownership

    . Pension Splitting – Do you qualify?

     

  • Summer 2007

    • . Consolidate your Investments

    . Financial Planning Cues & Clues in the Budget

    . Life Insurance – How much is enough ?

     

  • Winter 2007

    • . Markets Climb Wall of Worry - Market Commentary 2006

    . Private Health Service Plans – Provide Control & Flexibility

    . Travel Medical Insurance Plans – Are not all Equal

    . Tax Reporting for Mutual Funds

     

  • Fall 2006

    . Optimizing Benefits Plans
    . Successful Retirement
    . Financial Planning for Young Adults

    . Duties of an Executor

     

  • Summer 2006

    . The Budget and You
    . Understanding Reverse Mortgages
    . Revisting your Retirement Income in your Later Years

     

  • Spring 2006

    . Living Well With a Living Will
    . Planning Your Business Succession

     

  • Winter 2006

    . O'Canada Market Commentary 2005
    . Be Scam-Wary
    . Tax Slip Time Again

     

  • Fall 2005

    . Thinking About Retirement
    . Fully Insured at Work? - Maybe Not!
    . Foreign Content - Restrictions Eliminated

     

  • Summer 2005

    . Current Fluctuations
    . RESP Withdrawals
    . Review Your Life Insurance
    . Mortgage Brokers

     

  • Spring 2005

    . LEAVING - Ready or Not
    . Short Term Management
    . Individual Health & Dental Insurance
    . Continuing Life Insurance Coverage
    . Options for Employer - Sponsored Pension Plans
    . Alternative to Group Disability Insurance
    . Re-Employment Services
    . What to Bring When You Meet wit Your Nakamun Advisor

     

  • Winter 2005

    . Marketing Commentary 2004
    . Information For 2004 Tax Returns
    . Health & Dental insurance - for those without coverage
    . Understanding Life insurance (part 3)