Articles, References and Links

The more knowledge you have, the better armed you become to make educated decisions for your financial future. We have assembled a list of links and articles that will help to give you a broader perspective on the world of investments and insurance.

While reading through these resources, if something sparks your interest please feel free to be in touch with one of our investment advisors for more information.

Investment Education 101

Bull-Bear Market Cycles in US Since 1946 (60 KB)
Dollar Cost Averaging: A Strategy for Volatile Markets (680 KB)
I Don't Want to Invest My Money Now Because... (420 KB)
Putting Market Volatility into Perspective (172 KB)

Articles

Taxation
Catch Up Contributions (316 KB)
Foreign Investments (136 KB)
Home Buyers Plan (HBP) (388 KB)
Lifelong Learning Plan (636 KB)
Tax Tips: Filing Your 2007 Income Tax Return (756 KB)
The Way of the Pension Adjustment (PA) and the ATRF / LAP (368 KB)
Top Ten Tax Tips (592 KB)
Under Contribution and Over Contribution (264 KB)

Family Basics
Back to Basics: Balancing Risk & Reward (1.3 MB)
Diving into the Investment Pool (1 MB)
How About a Guarantee: GIC's (400 KB)
Payroll Deduction: Gain Without Pain (436 KB)
Quick Tips: Do Your Homework (940 KB)
Redefining Risk: Put The Odds in Your Favour (504 KB)
Strategies for Success (560 KB)
When is the Right Time to Invest: Dollar Cost Averaging (396 KB)

Retirement Planning
Count Down to Retirement (1.4 MB)
Do the Math with the Other Half (1.4 MB)
How Much is Enough? (576 KB)
Incoming: Turn RRSP's into a Retirement Income (1 MB)
Pension Income Splitting (1.8 MB)
Quick Tips: Put Your House to Work (1.5 MB)
Smart Investing for Retirement (1.4 MB)

Estate Planning
Bequests of Farm Property (292 KB)
Cottage Succession Planning (96 KB)
Principal Resident Exemption (156 KB)
The Cascade Plan (88 KB)
The Estate Bond Insured Annuity (552 KB)

Specialized Planning
How Much Personal Life Insurance is Needed (196 KB)
Some Uses of Trusts in Estate Planning (320 KB)

Reference Materials & Tables

Glossary of Terms (1.9 MB)
Government Pension Plans: Benefits and Contributions for 2008 (440 KB)
RRSP Return Table (264 KB)
Tax and Estate Information Service / Quick Reference Card (860 KB)

Links

Canada Revenue Agency (CRA)
Canada Pension Plan (CPP)
Old Age Security (OAS)
Statistics Canada
Canada Deposit Insurance Corporation (CDIC)
Assuris (formerly CompCorp)
Canadian Investor Protection Fund (CIPF)
Alberta Finance