For the week of October 24, 2012

Breaking News

► Step one: set your goals, says David Christianson

► Economic update: Dispelling global uncertainty

► Evelyn Jacks: New relationship? Beware of tax consequences

Your News

Poll Question: Should governments increase taxes on investment income dividends and capital gains to increase revenues and meet their responsibilities?

DISTINGUISHED PRACTICES: Tips for Real Wealth Managers™: Broader interpretation of transfer pricing

Did You Know? Legislation in both official languages

Tax Tips: How the CRA is helping small business

Our News

Featured Book: Master Your Money Management

Featured Web Tools: Featured Program: EverGreen Explanatory Notes

Featured Event:

Building portfolios to navigate the post-crisis waters

"Excellent quality of speakers and topics - a class act in every way."
M.D. Hodgson, MB
Don't miss this session:
Featuring Morningstar CEO Scott Mackenzie
One of 18 Thought Leaders on the theme,
Each financial crisis provides insights into what research and techniques work well in assisting with better portfolio construction in volatile times. Explore how current research and techniques can assist in asset allocation and investment selection strategies designed for the post-crisis environment. Learn what the researchers know works, and what doesn't and what this means for your clients' portfolios.
Save the date and your spot by completing the application form.
Or let us do it for you: For assistance call 1-866 953-4769
Nov. 11 to 14 in beautiful Naples, Florida.