Our quarterly newsletter, including our usual investment market commentary, interest rate trends, benchmark index returns and comparison of the COVID-19 pandemic bear market with other recent bear markets, with outlook on the future recovery of the economy and investment markets.
Click to read this issue.
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.
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.
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.