...to it's existing clients, new visitors of this website and anybody who wants to know more about how this company can help them with their future.

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Commentary   

Weekly Investor Letter  (.pdf format)

"As most of you are well aware, stock markets around the world have been severely battered during the past months. Since their peaks in 2000, the market declines now rival the worst bear markets since the Second World War. "           
Click here for the full story.
 

Lessons in Tax Efficient Investing  (.pdf format)
   
"We all have high hopes for investments. But sometimes they drop in value. The good news is sometimes you can use these “capital losses” to your advantage. By selling a declining investment the same year in which you realize a capital gain, you can offset part or all of that gain, and thereby reduce your tax bill."
Click here to learn how.
 

Canada Now a Middle-Aged Country: Statistics Canada  (.pdf format)

"Baby boomers have started reshaping the demographic map of Canada again, as they enter late middle age. Statistics Canada released the second round of data from the 2001 census recently. The data covering age and sex reveals dramatic changes in Canada’s population that have ramifications for financial advisors and their clients. In short, we are a nation with older workers, fewer young workers, more octogenarians and fewer babies."
Click here for full story.

Nations Gather to Plan for "Grey Cloud" on Horizon  (.pdf format)

"According to United Secretary-General Kofi Annan the unprecedented aging of the world’s population is becoming the dominant theme of this century. In addition, one of the key elements of this demographic trend, said Annan, is the adequacy of the pensions and financial resources of the elderly."
Click here for full story.
 

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The Archives

 "Charting Financial Futures"

Once again, thank you very much for your visit. Feel free to contact us with any questions you may have regarding your financial future, and how we can help make it better.

Canadian Vendex