Contributors in this issue

 

Read more in Advisor Blog:

Lessons from 2008 – Managing risk starts with fi xed income

By: James Parkyn

Last year is very likely to go down as one of the most signifi cant years in capital market history. US large cap stocks delivered their worst returns since 1931, with the S&P 500 reporting a loss of 37%! During periods of extreme volatility, many investors reevaluate the level of risk they’re willing or able to take.

Winter reading

Are you looking to curl up by the fi re with a good book? Try some of these recommendations.

Portfolio Management
 

PWL’s Strategies Hold their Own!

By: Cameron Passmore

In spite of the recent market volatility, it’s at times like these that our investment approach proves itself.

Financial Planning
 

Tax Time around the Corner

By: Caroline Nalbatoglu

Although it’s been around for a year, the federal government’s provision for pension splitting may be new to you if you started to receive employer pension, annuity, or RRIF income in 2008. Since 2007, any Canadian resident who receives income that qualifies for the pension income tax credit is allowed to allocate up to 50% of that income to his or her spouse or common law partner, as long as the spouse or partner is a resident of Canada.

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New book by Hélène Gagné!

Hélène Gagné’s second book, Votre retraite crie au secours, (published by Transcontinental1), will be available on February 9.