Cultivating Relationships
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Our NEWSLETTER has articles and insight that address the specific needs of our four distinct client groups.

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Newsletter Archives:

Issue:	Articles:
WINTER - 2012	Should You Dodge Probate? \| Changes to the Canada Pension Plan \| Zoomer Issues
FALL - WINTER 2011	A Little More Security Please \| Your Market Uncertainty and Your Long Term Plan \| Joint Tenancy Does Not Always Mean Joint Ownership
SPRING/SUMMER 2011	Investing In An Unpredictable World \| Your Vision For Your Retirement \| Five Ways To Ensure Your Children Will Fight After You Pass Away \| Passing It On – Ensuring a Tax-Effective Transfer Of The Family Cottage
WINTER 2011	Senior Planning - Downsizing Options and Ideas for Seniors \| Do We Have Enough to Retire? \| Tax Free Savings Accounts (TFSAs) \| Tax Planning Tips
WINTER 2010	Charitable Giving \| Product Allocation \| Registered Education Savings Plans \| Meaningful Christmas Gifts that Count
SPRING/SUMMER 2010	Face retirement confidently \| Easing Cottage Capital Gains \| Making the Bridge Easier to Cross \| Reward Yourself
FALL/WINTER 2009	Managing Risk in Volatile Markets \| What Kind of Life is Left in Your Years? \| Preparing Yourself and Your Business for the 2010 Olympics
SPRING 2009	Aging Gracefully – Beginning the Family Dialogue \| An Avalanche of Cash Coming \| Real Life
WINTER 2008	Tax Free Savings Accounts (TFSA) \| Elder Planning \| Year-End Strategies for 2008
FALL 2008	Tools for Proper Estate Planning \| Passing it on - Ensuring a tax-effective transfer of the family cottage
WINTER 2007	Why You Should Consider a Trust \| Socially Responsible Investing...Thoughts and Ideas \| Top Ten New Tax Breaks for 2007
SUMMER 2007	Financial Directions \| Renewable Energy \| Post Secondary School Preparation \| Top Ten Mistakes Made on Scholarship Applications
WINTER 2006	Education Savings \| The Role of Philanthropy in your Financial Plan \| Splitting pension income is no cure-all: There is still a place for spousal RRSPs
SUMMER 2006	The LifeFirst Approach \| Investment Spring Cleanup \| Long Term Care - Should You Be Concerned? \| Is your business ready for the GST/HST Rate Reduction?
WINTER 2005	Parenting Your Parents \| Joint Ownership \| Year End Tax-Planning
SPRING 2005	Critical Illness Coverage

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