Financial Strategies

February 10		• Investing in Established, Profitable Companies
Summer 09		• Canada’s Outlook • Asia Emerging First • The Upside of Being Down • Canada Revenue Agency Online Access • Congratulations Ethan! • Review Meetings
January 09		• 2009 Outlook • Tax Free Savings Account (TFSA) Strategies • Financial Reviews • Introduction: Amy Beeskau
November 08		• The Equity Markets • The economy, interest rates and inflation • The BIG picture: The US and China • Canada’s Position • Credit Unions – Deposit Insurance • Financial strategies and reviews
September 08		• Falling Giants • The Canadian Financial System – relative safety • The downside • The upside • Financial Strategies – for any market environment
April 08		• Financial Planning Process
March 08		• Tax Update • Proposed Legislation • Mortgage Strategy: Amortize “Long”

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Sandra V.