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RRSPs /
TFSAs
Only 28 days
left! February 29th is the last day to make an
RRSP contribution for the 2011 tax year. The maximum contribution limit
for 2011 is the lesser of $22,450 or 18% of your previous year's earned
income.
Eligible investors also have the ability to contribute
another $5,000 to a Tax Free Savings Account this year
(or up to $20,000 if you've never contributed to a TFSA).
Give us a call (1-888-888-3147) if you want to discuss the best option for
you.
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How is Your
Portfolio Doing?
We've updated our
report on assessing investment performance. All
the market returns have been updated to December
31, 2011, and we've made a few small refinements. We've also
updated our supplementary report that uses the framework
to assess the performance of our hypothetical Balanced Income
Portfolio (see links below).
How is Your Portfolio Doing?
Balanced Income Portfolio
(Hypothetical)
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ETF Sales – Underwhelming and
Disappointing
Some context on
the 2011 sales numbers for
ETFs
Read More
First Rant of 2012: RRSP Transfers
Sounding off on
an
industry practice that's totally unacceptable.
Read More
Podcast: 2011 in
Review
Tom and Scott review
the year that was.
Listen Here
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