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T o p i c s
Financial

• Fall 2009 Snowbirds need to fly right to stay on a tax-efficient course

• Spring 2009 Long-term care financial assessment service

• Spring 2009  Lessons from history

• Spring 2009 Budget tax break means big IT savings for MDs

• Winter 2008 Tax free savings accounts: Information for incorporated physicians

• Fall 2008  The temptation of market timing

• Summer 2008 Estate planning and your professional corporation

• Spring 2008 Tax saving strategies for the incorporated physician

• Winter 2007 Exploring the U.S. opportunity

• Fall 2007 Rebalancing your portfolio

• Summer 2007 Educate yourself about executor duties

• Spring 2007 Get corporately-owned insurance working for you

• Winter 2006 Market commentary: What has happened in the markets to date

• Fall 2006 Start up your own adventure capital fund

• Summer 2006 Dollar may be strong, but still need to invest abroad

• Spring 2006 Top 5 tax-saving best practices

• Winter 2005 Registered Retirement Savings Plans

• Fall 2005 Return of capital

• Summer 2005 Individual Pension Plan (IPP)

• Spring 2005 How income is distributed, reported by mutual funds

• Fall 2004 Tax implications of capital gains and losses

• Fall 2004 Pros and cons of universal life insurance

• Summer 2004 Bond fundamentals

• Spring 2004 Reducing taxes

• Spring 2004 Why do I need an estate plan?

• Winter 2003 Incorporation: Is it right for you?

• Fall 2003 RRIF Strategies

• Summer 2003 Market downturns and recovery

• Spring 2003 Financial planner offers tax reducing tips

• Fall/Winter 2002 Registered savings plans: tips for all ages

• Fall/Winter 2002 Changing model in disability insurance for the professional