Cindy David

Decorative pattern

Universal Truths

The market has seen more than its share of trouble lately. This isn't news—nor is the fact that the instability has affected clients' investment portfolios in their personal and corporate non-registered accounts, as well as their RRSPs, RRIFs and TFSAs. However, it might surprise some that the market issues have also affected the investments in […]

By Cindy David |May 1, 2010

4 min read

Decorative pattern

Maximize tax savings in 2010

Thanks to significant changes in 2008 and 2009, in addition to dependable, long-standing tax planning strategies, you now have many different approaches to help your clients defer their taxes and save this year and for years to come. Here are some discussion points your clients will be grateful you raised: Retirement income In June 2009, […]

By Cindy David |March 1, 2010

5 min read

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