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Newsletters and Education Centre

Welcome to the Newsletter and Education Centre, the hub of my insight and thoughts for our esteemed investment clients. From market trends and economic outlooks to plain speaking explanation of investment strategies and concepts, this section is designed to enrich your financial acumen and guide you towards achieving your investment goals as a retiree. Stay ahead of the curve, stay informed, and let me be your trusted partner on the journey to financial success.

Blog

Charity Giving in Canada

Artificial Intelligence Scams

Enhancing Portfolio Performance with Alternative Investments - Part 2

Common Investment Mistakes During Trade Wars and Emerging Opportunities

Introduction to Retirement Income Decumulation in Canada

Covered Put Funds: A Potential Income Strategy for Retirees

Structured Retirement Income

Managing an Inheritance Prudently in Canada

Adapting Bonds to Modern Retirement Portfolios

Fee-based Investment Accounts

Enhancing Portfolio Performance with Alternative Investments, Part 1

Boosting Retirement Income with Covered Calls Funds

Protecting Online Investment Accounts

Financial Longevity for Women in Retirement

Gentlemen, are you approaching retirement?

Impact of Rising Military Conflicts on Your Retirement Portfolio

Helpful Documents

Personal Income Tax Checklist

2024 Wealth Planning Information for Canadian Residents

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