Family of Investment Funds
Mutual Fund Disclosure
Fees - Investment Funds
Performance

Management Reports
Quarterly Summary
Financial Statements
Proxy Reports
IRC Reports

  Planning Matters Archived Files

Planning Matters
"Whose Money is it Anyway?
Taking Ownership of your Investments"
(March 2010)
Contributing Writer:
Andrew Hoffman, CFA,
VP, Portfolio Manager
Leith Wheeler Investment Counsel Ltd.
"Federal and Provincial Taxes"
(December 2009)
Contributing Writer:
Brad Weldon, CA, VP Operations
Leith Wheeler Investment Counsel Ltd.
"The Premium is not Problem,
The Premium is the Solution"
(September 2009)
Contributing Writer:
Frank Malinka, BCom, CFP, CLU, ChFC
Malinka Financial
"Trusts in Estate Planning"
(June 2009)
Contributing Writer:
Genevieve N. Taylor
Legacy Tax & Trust Lawyers
"Tax Topics"
(March 2009)
Contributing Writer:
Kay E. Gray, CGA
Partner, Tax Services
Grant Thornton
Chartered Accountants & Management Consultants
"Charitable Giving in Tough Times"
(December 2008)
Contributing Writer:
Doug de Savoye, CFP
L.D. de Savoye & Company Ltd.
Financial Advisors
"Powers of Attorney"
(September 2008)
Contributing Writer:
Emma McArthur
Associate
Tax, Trusts & Estates
Bull, Housser & Tupper LLP
"The Responsibilities of An Executor"
(June 2008)
Contributing Writer:
John Blakmer
CEO, Solus Trust

The following publications are available for download;
NOTE: You will need the free Adobe Reader software to view these documents. If you don't already have it, please click on the icon at left to download the software now.

 
    Terms of Use & Privacy Policy