Each month-end we publish total return data for various investment market indices, as well as a composite portfolio return benchmark for model portfolios of three different asset allocations. These may be useful guides to reasonable performance of your own portfolio or its components.
Click to view the Index Return Table.
Click to view the Portfolio Benchmarks.
Our year-end edition recaps rules, limits and deadlines for tax-sheltered accounts (RRSP and TFSA), as well as over-contribution penalties, along with our usual investment market overview and interest rate outlook.This has been distributed to our clients and will be posted here once our next quarterly newsletter is published. If you would like a copy before then, please subscribe to the newsletter.
Our quarterly newsletter, including our usual investment market commentary, interest rate trends, benchmark index returns and an article on updates to the Canada Deposit Insurance Corporation (CDIC) limits.
Click to view this issue.
Our quarterly newsletter, including our usual investment market commentary, interest rate trends, benchmark index returns and an article on developments in urban Canadian Real Estate markets.
Click to view this issue.
Our quarterly newsletter, including our usual investment market commentary, interest rate trends, benchmark index returns and an article on market benchmarks.
Click to view this issue.