As part of ScotiaMcLeod, we have access to a wide array of resources to help you reach your financial goals. In addition to the topics listed, below, we can draw on the resources of:

• ScotiaMcLeod
• Scotiabank

A large part of our role as your advisor involves educating you about wealth management. We like to provide you with all the information you need to make wise choices. Below are links to more information from ScotiaMcLeod on several topics that are of interest to many of our clients. Take a look at those that are of interest to you and as always, we are available to help you determine how these topics might fit into your overall financial plan:

• Bonds, Bond funds, GICs and Stripped bonds
• CCPC (Canadian Controlled Private Corporation) Shares
• Deferred Profit Sharing Plans (DPSPs)
• Dividends and Mutual Fund Distributions
• Dollar Cost Averaging
• Estate Planning
• Ethical Funds
• Exchange Traded Funds (ETFs)
• Foreign Content
• Home buyer's Withdrawal
• Index Funds
• Insurance
• Labour Sponsored Investment Funds (LSIFs)
• Life Long Learning Program
• Managed Account Programs (WRAP Accounts)
• Market Conditions
• Registered Education Savings Plans (RESPs)
• Spousal RRSPs
• Systematic Withdrawal Plans

Please contact us for more information on these or any other financial topics of interest to you. We are glad to help.