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

PRESS GALLERY ARCHIVES: First Quarter 2005

The globe and mail • march 29, 2005
Rate fears prompt investors to switch off utilities
Share prices have risen

the montreal gazette • march 28, 2005
Long look ahead recommended
Planning for retirement

national post • march 26, 2005
Easing of LIF rule a welcome change
You Ask, We Answer

national post • march 22, 2005
Hedge funds are simply too complicated
You shouldn't need a huge checklist before you buy

national post • march 21, 2005
Insatiable demand fuels IPOs
Soaring demand for income trusts

investment executive • march 2005
Canada mortgage bonds offer investors a sweetener
Safety of principal and a slightly higher yield

edmonton journal • march 5, 2005
Hedging your investment portfolio can be a complex, tricky business
If you don’t understand it, better to stay away

national post • march 5, 2005
Possible to time RRSP deductions
You Ask, We Answer

bankrate.com • march 2, 2005
8 RRSP resolutions
For the rest of the year

investment executive, february 2005
Mixing assets to improve income fund performance
Slightly different approach to investing

Treasury Management Association of Canada, february 2005
Adjusting to diminished income yields
Personal finance

The Province • february 27, 2005
Federal Wizards perform RRSP sleight-of-hand
SAVINGS: Politicians make mundane seem like miracle

national post • february 26, 2005
Add foreign content in measured steps
Balanced investors 'won't need much more than 30%'

national post • february 26, 2005
Retire your RRSP worries
RRSP clinic 2005

Victoria Times Colonist, february 24, 2005
Business community offers measured praise for budget
Reaction to Federal Budget

the globe and mail • february 24, 2005
New RRSP rules scrap 30% foreign content limit
2005 federal budget measures

reuters • february 23, 2005
Toronto stocks close higher on oil profit surge
Market comment

investment executive, february 2005
How five books influenced the lives of five advisors
Books that have improved their outlook

advisor.ca, february 22, 2005
Bond ladder mitigates interest rate risk
Spreading the interest rate bets

edmonton journal • february 17, 2005
Personal finance 101
You don't need to be Einstein to be smart with your money

national post • february 11, 2005
The tax implications of an RRSP contribution
RRSP clinic 2005

reuters • february 11, 2005
Bay Street week ahead
Street agog at hedge fund drama

the globe and mail • february 9, 2005
Remember: Pay yourself first
Will it be the RRSP or debt paydown?

globe investor gold, february 2005
Finding your balance
Investing in your 30s

North Shore News • february 6, 2005
All the (financial) world's a stage
The fundamentals from long ago still work very well

investment executive, february 2005
The calling card of the 21st century
Having a web presence

national post • january 31, 2005
Home economics
If you're a stay-at-home spouse

reuters • january 19, 2005
Toronto stocks drift lower in uninspired session
Market comment.

the globe and mail • january 19, 2005
Your future: A juggling act
Almost $300-billion of unused RRSP room.

national post • January 17, 2005
Why stress over RRSPs?
Minimize stress of deadlines by planning.

national post • January 15, 2005
It's never too late to start saving
Spend less, save more and earn more.

national post • January 8, 2005
Advisor predictions for 2005
Prepare for inevitable surprises in 2005.

national post • January 3, 2005
Smart money weighs in
Prepare for inevitable surprises in 2005.

Canadian Investment Guide 2005, January 2005
Plotting a course
It’s easy to lose sight of your goals.

Canadian Investment Guide 2005, January 2005
Active vs. Passive
Both strategies have investor appeal.


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