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Aug 10
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- Estate Documentation
- Your Will and Definition of Estate
- Power of Attorney
- Representation Agreement
- Trusts
- Asset Distribution
- Death and Taxes
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May 09
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- 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
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Nov 08
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Sept 08
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- Stock Market Volatility
- Tax-Free Savings Accounts
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Oct 07
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- A Brief Economic Statement
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Dec 06
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- A Post Mortem on Income Trusts
- Proposed (Tax Saving) Legislation for Pension Income Splitting
- The CI Canadian Investment Fund: A New Manager
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Mar 06
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- 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
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Aug 05
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- A Statement About Statements
- My September Absence
- Congratulations Jeanette
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Apr 05
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- The Model Portfolio Initiative
- A Client Appreciation Event
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Feb 05
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- February 2005 Federal Budget
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Dec 04
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- Thank You
- A Brief Economic Statement
- Long-Term Financial Projections
- Investment Planning...The "Model Portfolio/Fee-Based" Approach
- The Soaring Loonie
- Congratulations Jeanette
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Jul 04
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- 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
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Feb 04
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- 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
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Dec 03
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- Should You Convert a Portion of Your RRIF to an Annuity?
- Congratulations to Trivia Question Winners
- Looking to the Future...Fee-based Financial Planning
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Jul 03
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- "RRIF RRAF"
- US Tax Filing for Registered Accounts
- My Big Fat Greek Vacation
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Apr 03
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- Today in History
- Interest Rates, Up or Down?
- Conservative Investment Strategies
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Jan 03
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- A Stock Market Commentary
- Fee-Based Financial Planning
- What is a Financial Plan?
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Jun 02
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- 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
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Dec 01
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- Economic and Investment Update
- The Transition of The Rogers Group
- Thank You and Best Wishes to Nancy Custodio
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Sep 01
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- 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
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May 01
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- The financial planning process
- Setting investment objectives
- The appropriateness of financial products
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Oct 00
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- This issue focuses on the subject of life insurance.
- I'm also providing an update on my support team
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Jun 00
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- The Volatility of Stock Markets
- Investment Styles
- Selecting Investments
- Reorganization of Staff
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Mar 00
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- Wills, Powers of Attorney, and Representation Agreements
- Clone Mutual Funds
- A Brief Update on Wrap Accounts
- Pooled Fund Accounts
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