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Topical Bulletins

Periodically, Rogers Group Financial publishes helpful bulletins and brochures to enhance client education, or provide frequently requested information. In the future, we will be making more of these publications available to our clients on this website.

To view the bulletins we currently have available in pdf format, please click on the link below.

DateTopic
Adobe Acrobat PDFNov 2008
PDF [87 KB]
"TFSA"
Adobe Acrobat PDFJun 2008
PDF [45 KB]
"Income Splitting"
Adobe Acrobat PDFJan 2005
PDF [35 KB]
"Long-Term Care Insurance"
Adobe Acrobat PDFJan 2005
PDF [35 KB]
"Critical Illness Insurance"
Adobe Acrobat PDFApr 2007
PDF [33 KB]
"Registered Retirement Income Funds (RRIFs)"
Adobe Acrobat PDFJan 2005
PDF [36 KB]
"Minimizing Probate Fees"
Adobe Acrobat PDFJan 2005
PDF [33 KB]
"Life Annuities"
Adobe Acrobat PDFYear End
PDF [148 KB]
"Important Year-End Tax Filing Information" (non-registered plans)

Please contact your financial advisor should you wish additional information, or if you require assistance interpreting these bulletins.


Contact Information:

Mailing Address:

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