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In a world of
confusion, we simplify the winding road to realize a better future.

PRESS GALLERY ARCHIVES: First Quarter 2002

North Shore News • March 31, 2002
Time to perform a spring finance tune-up
Keys for the 2002 spring tune-up.

national post • March 30, 2002
Wait until April to lend to your spouse
Charge 2% interest and effectively split income.

national post • March 30, 2002
Lofty retirement goals not impossible
Tara Orme wants to retire at 55.

The Province • March 24, 2002
Talk about relationships of the money kind
Prescribing the interest rate on spousal loans.

North Shore News • March 17, 2002
Spousal loans prescribed at two percent
Bridge that tax bracket parity.

the Vancouver Sun • March 16, 2002
Canada Revenue Pitches In With Hint On Easing Tax Bite
Here's a prescription for saving money.

Vancouver Board of Trade • March 2002
Five Wisdoms To Build Your Nest Egg
Retirement nest egg with ease and simplicity.

Financial Post • March 9, 2002
You Ask, We Answer
Read the fine print on a self-directed RRSP.

Morningstar Canada • March 5, 2002
Are you facing extinction?
Fee advice is the way of the future.

North Shore News • March 3, 2002
Finances: Teach Your Children Well
Kids copy what you do, not say.

the vancouver sun • February 25, 2002
Why Women Worry
When you live longer and earn less than men, it makes sense to invest for the long term.

national post • February 23, 2002
Unwrap Your RRSP Personality
Investors need to periodically review profile and portfolio

national post • February 16, 2002
Beware Seven Sins of Portfolio Building
Beyond greed and fear.

the Globe and Mail • February 16, 2002
B.C. father of three seeks to rebuild his pension
Rebuilding a retirement fund isn't easy.

Sounding Board • February 2002
Why Choose an Investment Counsel
An investment counsel has no affiliation with products.

the Globe and Mail • February 14, 2002
A Page From the Pros' Books
Learn some lessons from the experts.

North Shore News • February 10, 2002
Gauge Your Investment Personality
Becoming acquainted with your investment profile.

Financial Post • February 9, 2002
Investing In Your Employer Risks Too Many Eggs
Investors are well advised to limit exposure.

North Shore News • February 3, 2002
Income Portfolio Strategy for Falling Rates
What a difference a year makes!

Financial Post • February 2, 2002
You Ask, We Answer
Taxation of foreign pensions.

Financial Post • January 26, 2002
You Ask, We Answer
Hang on to that RRSP for as long as possible.

Sounding Board • January 2002
Developing Your RRSP Strategy
What is the best way to manage my RRSP?

Gazette • January 16, 2002
Rate at 42-Year Low
Banks drop key interest again, by quarter point.

Financial Post • January 15, 2002
Plan for RRSP Marathon
The best way to succeed is to assemble a strategy.

IE Money Magazine • January 2002
Calculated Moves
It's time for an RRSP strategy review.


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