ClienTel is a newsletter published by David Chalmers and Dylan Reece to provide information of specific interest to clients. Download a copy by clicking on the issue number that interests you.

			Article Titles
	May 09		The Stock Market: A Leading Indicator Calculation of Percentages Overview of Current Economic Position Rebalancing Portfolios Interest Rates and Inflation Bonds and Bond Funds Gold and Precious Metals Equity Recommendations
	Nov 08		Tax-Loss Selling
	Sept 08		Stock Market Volatility Tax-Free Savings Accounts
	Oct 07		A Brief Economic Statement
	Dec 06		A Post Mortem on Income Trusts Proposed (Tax Saving) Legislation for Pension Income Splitting The CI Canadian Investment Fund: A New Manager
	Mar 06		Risk and Reward (A Visit to the Casino) Investment Portfolio Structure (With Due Regard to Risk and Reward) An Update on Our Advisory and Support Team
	Aug 05		A Statement About Statements My September Absence Congratulations Jeanette
	Apr 05		The Model Portfolio Initiative A Client Appreciation Event
	Feb 05		February 2005 Federal Budget
	Dec 04		Thank You A Brief Economic Statement Long-Term Financial Projections Investment Planning...The "Model Portfolio/Fee-Based" Approach The Soaring Loonie Congratulations Jeanette
	Jul 04		Critical Illness Insurance and Long Term Care Insurance Personal Health Services Plans Individual Pension Plans A Visit with my Support Staff David's (Second Annual) September Vacation
	Feb 04		A New Model for my Relationships with Clients A Brief Commentary on the Outlook for Stock Markets and Interest Rates The Price of Financial Products and Financial Advice New Investment Approaches in a New Economic Environment A New Model for My Practice: A Second Look
	Dec 03		Should You Convert a Portion of Your RRIF to an Annuity? Congratulations to Trivia Question Winners Looking to the Future...Fee-based Financial Planning
	Jul 03		"RRIF RRAF" US Tax Filing for Registered Accounts My Big Fat Greek Vacation
	Apr 03		Today in History Interest Rates, Up or Down? Conservative Investment Strategies
	Jan 03		A Stock Market Commentary Fee-Based Financial Planning What is a Financial Plan?
	Jun 02		An introduction to my support team "On-book" accounts and "Off-book" accounts Advisory coverage for client accounts Change of a fund manager E-mails Representation Agreements/Powers of Attorney
	Dec 01		Economic and Investment Update The Transition of The Rogers Group Thank You and Best Wishes to Nancy Custodio
	Sep 01		A few thoughts on the financial/investment implications of world events The challenge that I shall be faced with in providing account information to clients over the next few months
	May 01		The financial planning process Setting investment objectives The appropriateness of financial products
	Oct 00		This issue focuses on the subject of life insurance. I'm also providing an update on my support team
	Jun 00		The Volatility of Stock Markets Investment Styles Selecting Investments Reorganization of Staff
	Mar 00		Wills, Powers of Attorney, and Representation Agreements Clone Mutual Funds A Brief Update on Wrap Accounts Pooled Fund Accounts

ClienTel is a newsletter published by David Chalmers and Dylan Reece to provide information of specific interest to clients. Download a copy by clicking on the issue number that interests you.

			Article Titles
	May 09		The Stock Market: A Leading Indicator Calculation of Percentages Overview of Current Economic Position Rebalancing Portfolios Interest Rates and Inflation Bonds and Bond Funds Gold and Precious Metals Equity Recommendations
	Nov 08		Tax-Loss Selling
	Sept 08		Stock Market Volatility Tax-Free Savings Accounts
	Oct 07		A Brief Economic Statement
	Dec 06		A Post Mortem on Income Trusts Proposed (Tax Saving) Legislation for Pension Income Splitting The CI Canadian Investment Fund: A New Manager
	Mar 06		Risk and Reward (A Visit to the Casino) Investment Portfolio Structure (With Due Regard to Risk and Reward) An Update on Our Advisory and Support Team
	Aug 05		A Statement About Statements My September Absence Congratulations Jeanette
	Apr 05		The Model Portfolio Initiative A Client Appreciation Event
	Feb 05		February 2005 Federal Budget
	Dec 04		Thank You A Brief Economic Statement Long-Term Financial Projections Investment Planning...The "Model Portfolio/Fee-Based" Approach The Soaring Loonie Congratulations Jeanette
	Jul 04		Critical Illness Insurance and Long Term Care Insurance Personal Health Services Plans Individual Pension Plans A Visit with my Support Staff David's (Second Annual) September Vacation
	Feb 04		A New Model for my Relationships with Clients A Brief Commentary on the Outlook for Stock Markets and Interest Rates The Price of Financial Products and Financial Advice New Investment Approaches in a New Economic Environment A New Model for My Practice: A Second Look
	Dec 03		Should You Convert a Portion of Your RRIF to an Annuity? Congratulations to Trivia Question Winners Looking to the Future...Fee-based Financial Planning
	Jul 03		"RRIF RRAF" US Tax Filing for Registered Accounts My Big Fat Greek Vacation
	Apr 03		Today in History Interest Rates, Up or Down? Conservative Investment Strategies
	Jan 03		A Stock Market Commentary Fee-Based Financial Planning What is a Financial Plan?
	Jun 02		An introduction to my support team "On-book" accounts and "Off-book" accounts Advisory coverage for client accounts Change of a fund manager E-mails Representation Agreements/Powers of Attorney
	Dec 01		Economic and Investment Update The Transition of The Rogers Group Thank You and Best Wishes to Nancy Custodio
	Sep 01		A few thoughts on the financial/investment implications of world events The challenge that I shall be faced with in providing account information to clients over the next few months
	May 01		The financial planning process Setting investment objectives The appropriateness of financial products
	Oct 00		This issue focuses on the subject of life insurance. I'm also providing an update on my support team
	Jun 00		The Volatility of Stock Markets Investment Styles Selecting Investments Reorganization of Staff
	Mar 00		Wills, Powers of Attorney, and Representation Agreements Clone Mutual Funds A Brief Update on Wrap Accounts Pooled Fund Accounts