Download PDF of this Issue

• The Recent Market Volatility: What Can We Learn From It? By: James Parkyn
• The Piggy Bank Index: Gauging Whether Your Retirement Dreams Match Your Savings By: Hélène Gagné
• Attention Montreal! We’re on the move…
• Bridging Your Life’s Financial Plan With Your Investment Management Strategy By: Kathleen Clough
• U.S. Financial Reform Update: What it Means for Canadians By: Cameron Passmore
• Employees with Stock Options: No Tax Deferral But Special Relief Available By: Nathalie Marchand
• PWL Client Events
• Savvy Investment Advice for Women By: Hélène Gagné
• Waterloo: PWL Expands with its Newest Branch

Download PDF of this Issue

• A Strong bond of Trust By: Anthony S. Layton
• Meet Bengest – Our Strategic Partner for Growth By: Brenda Bartlett
• Is There a Place for Leveraged ETFs in my Portfolio By: Raymond Kerzérho
• Thought Leadership and Client Appreciation
• Thoughts on TFSAs By: Caroline Nalbatoglu
• Investment News
• Strategic Alliances
• Tax Time is Just around the Corner
• Are Our Fees Still Taxable? – An Update
• The Uncertain State of US Estate Tax

Download PDF of this Issue

• Top-down investment philosophy delivers better risk management By: Kathleen Clough
• GMWBs: The Price of Security
• It’s Time to Take Action! By: Anthony S. Layton
• Tax Relief for Home Renovations By: André Morin
• Transfer of Capital Losses to Spouse By: Caroline Nalbatoglu
• Are Our Fees Still Taxable?
• Save-the-date! Client Event - Guest: Leonard Mlodinow
• Spousal Loan Strategies By: James Parkyn
• H1N1 Update
• PWL’s Cheryl Gillies runs the 2009 Ottawa Marathon!
• Hélène Gagné’s book, Votre retraite crie au secours gets media attention!
• U.S./Canada Tax Treaty

Download PDF of this Issue

• Lessons from 2008 – Managing risk starts with fi xed income By: James Parkyn
• Winter reading
• New book by Hélène Gagné!
• PWL’s Strategies Hold their Own! By: Cameron Passmore
• Tax Time around the Corner By: Caroline Nalbatoglu
• Happy New Year from Ottawa!
• PWL in the News
• PWL is Growing!

Download PDF of this Issue

• Staying the Course Pays Off By: Anthony S. Layton
• Active Management: You Don’t Always Get What You Pay For By: Kathleen Clough
• New Creditor Protection for Registered Funds By: Nancy Graham
• The Beat Goes on at PWL By: Brenda Bartlett
• Changes to Federal Locked-in Accounts
• PWL in the News