Newsletter Archive

• Summer 2011

. The Challenges of Estate Planning

. Added, Improved or Changed by the Budget

. Canada Pension Plan Changes

• Spring 2011

. Beware of "Donate Low/Deduct High" Charitable Donation Schemes

. The Challenges of Estate Planning

. Canadian Investors Thinking Outside Canada

. Understand Your Out-Of-Country Emergency Medical Coverage

• Winter 2011

. What Now? A Market Commentary

. Watch Out for Potential Pitfalls with your TFSA

. 2010 Tax Receipt Reminders

. New Pricing of Generic Drugs Enhances Appeal

• Fall 2010

. Using Capital Losses to Recover Taxes

. Planning an Affordable Retirement

. Your Insurance is Assured

• 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)