The Recent Market Volatility: What Can We Learn From It?

By: James Parkyn

With frequent news reports of market ups and downs, clients often ask: “Are the markets more volatile today?” The answer is: “Yes” and “No.”

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U.S. Financial Reform Update: What it Means for Canadians

By: Cameron Passmore

With one of the strongest financial services sectors in the world, Canadians have been able to watch the recent volatility in the U.S. and other economies at a relatively safe distance. While we may have felt their ripple effects, Canadians largely avoided the trauma of bank failures, scores of corporate bailouts, massive foreclosure rates and decimated investment portfolios.

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• Savvy Investment Advice for Women By: Hélène Gagné

Bridging Your Life’s Financial Plan With Your Investment Management Strategy

By: Kathleen Clough

So, you’ve got money in RRSPs, more in the bank, some property, and a thriving business or career on the go. These are your life investments, but are they tied to your life’s long-term financial plan? Do you have a plan for yourself or family that identifies your financial goals, expectations or where you want to go in life?.

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• Employees with Stock Options: No Tax Deferral But Special Relief Available By: Nathalie Marchand

• Attention Montreal! We’re on the move…
• PWL Client Events
• Waterloo: PWL Expands with its Newest Branch