June 2006, Issue 228 – Market Volatility

• Market Volatility
• Fidelity International Portfolio becomes Fidelity Global Fund
• iUnits become iShares
• Recommended Reading: Investment Portfolio Quarterly
• Recommended Surfing: Find the Money
• Your Team Keeps Working Together and Working for You
• Link of the Month – Morningstar
   

May 2006, Issue 227 – A personal investment BLOG?

• Our email newsletter: A personal investment Blog?
• Budget 2006
• The yield curve – where are the best rates?
• Wonderful things really do happen to nice people: A referral story
• Recommended Reading: Understanding fund dividends – and your return
• RBC O'Shaughnessy U.S. Growth Fund Closing June 30th
• Link of the Month – Aim Trimark on estate and tax planning
   

March 2006, Issue 226 – RESPs More Important Than Ever

• RESPs More Important Than Ever
• Recommended Reading - A Computer Looks at Canada
• Mackenzie Capping Popular Mac Cundill Recovery Fund
• Mackenzie Tax Guide offers Tips
• Link of the Month - CBC Rick Mercer Report
   

February 2006, Issue 225 – Last Minute RRSP Reminders

• Last Minute RRSP Reminders
• Short Term Rates Rising
• What are the Qualifications of your Financial Planner?
• Recommended Reading - IPQ Winter 2006
• Dynamic Short Selling
• Tax Receipt Tips
• Link of the Month - Financial Planners Standards Council
   

January 2006, Issue 224 – RRSP Special Issue

• 2005 in Review
• RRSP Contributions on the Rise
• RRSP Order Sheet
• Your Mutual Fund Reality Check
• Annual Labour Fund Review
• Ontario Ending Mandatory Retirement
• AGF Elements
• Link of the Month - Your Burn Rate
   

TOP

2005

December 2005, Issue 223 – Seasons Greetings

• Seasons Greetings from Your Investment Team
• Dividends and Distributions
• 2005 Canadian Investment Awards
• Higher 2.75% Daily Interest Rate On CashPerformer
• Recommended Reading - Scotiabank Global Outlook
• Recommended Link of the Month - GoogleEarth

November 2005, Issue 222 – Life cycle funds

• Special Report - Life Cycle Funds Provide Complete Cruise Control
• What A Difference A Month Makes
• Reminder about Benefits of Investment Consolidation
• Tax-loss Selling
• CI Bids for Clarington
• Recommended Link of the Month - The Fund Library

October 2005, Issue 221 – October is over

• October is over
• Asset allocation - What the bank's pension fund managers do
• Recommended reading – Investor Portfolio Quarterly
• US investors favouring funds – Record Canadian fund assets
• LSIF consolidations pending
• Recommended site of the month – How'd they vote?

September 2005, Issue 220 - The Cheque is in the Mail

• The cheque is in the mail
• Markets making new highs
• Recommended reading - Income trust bubble?
• CI investors approve fixed operating expenses
• Ontario ending LSIF tax credits
• Recommended site of the month - Canada News Wire
  

July/August 2005, Issue 219 - Summer Reading

• Summer Reading
• RRSP Clone Funds Quickly Being Eliminated
• CDIC Insurance Increased to $100,000
• AIC, AGF, CI, Templeton, Investors Group Settlements expected this Fall
• Summer Fund Investments at Record Levels
• Growthworks Merging Funds
• Recommended Site of the Month
  

June 2005, Issue 218 - Income for Life

• Income For Life
• Financial Planning
• Fund Loads - Our ScotiaMcLeod Zero Load Options
• Investing In Alternative Energy
• Our Email Policy
• Recommended Site of the Month
  

May 2005, Issue 217 - Investor Psychology

• Investor Psychology
• Fund Fees Dropping
• ScotiaMcLeod Investment Portfolio Quarterly
• 2.4% Daily Interest Available: Altamira Cash Performer
• Scotiabank Top Performing Bank
• Recommended Site of the Month
   

April 2005, Issue 216 - Why Diversify?

• Why Diversify?
• Income Trust Market
• Investing in China
• Current Interest Rates
• Fun with Numbers - Build Your Own Index Linked GIC
• Recommended Site of the Month
  

March 2005, Issue 215 - Mutual Fund Reporter Named One of Canada's Best

• Mutual Fund Reporter Named One of Canada's Best Sources for Fund Info
• Tax Tips - What's Your Tax Rate
• Canada Savings Bonds on Sale
• The Latest on 30% RRSP Foreign Content Elimination
• Fun with Numbers - How Much Foreign Content?
• Recommended Site of the Month
  

February 2005, Issue 214 - Federal Budget Update

• Federal Budget Update
• Warren Buffett Documentary
• Active vs. Passive Management
• Tax Receipts
• Recommended Reading
• AIM/Trimark Introduces Innovative Interest Fund
• Fun with Numbers - Statements & Performance
• Recommended Site of the Month
  

January 2005, Issue 213 - Your 2005 RRSP Contribution: What to do?

• Your 2005 RRSP Contribution
• Tax Receipts
• Canadian Mutual Fund Assets Continue to Grow
• Lower Fees on Fidelity Funds
• Tsunami Relief
• Fun with Numbers
• Recommended Site of the Month
   

TOP

2004

December 2004, Issue 212 - Seasons Greetings, Fund Settlements, Etc.

• Warm Seasons Greetings From Your Investment Team
• Fund Companies, Brokerages Settle Market Timing Charges
• Labour Funds Review
• Trimark Funds Vs. Real Estate
• Fun with Numbers: The Big Mac Index
• Recommended Site of the Month

November 2004, Issue 211 - Market Commentary

• Market Commentary - A Steady October
• How is Your Insurance?
• Fund Codes: Which fund are you in?
• Recommended Site of the Month

October 2004, Issue 210 - International Funds & the C$

• Understanding International Funds and the Canadian Dollar
• The Automatic Millionaire
• Canada Savings Bonds vs. GICs
• Fun with Numbers - Your Net Worth
• Recommended Site of the Month

September 2004, Issue 209 - Funds Investigated - What does it mean?

• Investors Group, AIC, AGF, CI Investigated
• Time to Look at Your Big Picture
• Resource Funds - A Way to Beat Price Increases at The Gas Pump?
• Short Term Rates Rise Again
• Address Change
• Recommended Site of the Month

July/August 2004, Issue 208 - Summer Reading & Viewing Issue

• Summertime Reading & Summer Holidays
• New Address for Your Investment Team - 15th Floor
• Carl Spiess TV Interviews
• Fun with Numbers: 30,000 and Retirement
• New Clarington/Jarislowsky Fraser Fund
• Recommended Site of the Month

June 2004, Issue 207 - The Funds Issue

• Carl & Allan's Recommended List Updated
• Fred Ketchen Presents Carl Spiess with "Golden Jacket"
• Most Canadian Mutual Funds Outperform Index over Last 5 Years
• Fun With Numbers
• Due Diligence - Meeting with George Morgan, Templeton Growth Fund
• Fund News
• Recommended Site of the Month

May 2004, Issue 206 - The Investment Process

• Investment Process
• Market Update
• Index Fund Update
• Fund News
• Staff Profile - Christopher Kelly
• Recommended Site of the Month

April 2004, Issue 205 - Tax Issue

• Spring Edition of Investment Portfolio Quarterly
• The Importance of Planning
• Tax Rumour (Rhymes with Humour) of the Month
• Staff Profile - Andrew McGoey
• Recommended Site of the Month

March 2004, Issue 204 - Pensions - Fact or Fiction?

• Pensions - Fact or Fiction?
• Time for Prudence & Concern?
• 2004 Budget Update
• Administrivia
• Fun with Numbers
• Due Diligence
• Recommended Site of the Month

February 2004, Issue 203 - Last Minute RRSP Thoughts

• Last Minute RRSP Thoughts
• The Importance of Setting Goals & Sticking to Your Plan
• Deposit Insurance: What is Covered?
• Be Careful Out There
• Fund News
• Recommended Site of the Month

January 2004, Issue 202 - RRSP Issue

• RRSP Special Issue
• Fund Assets Hit Record Levels
• 2004 Economic Outlook
• Privacy Policy
• Due Dilligence
• Fund News
• Recommended Site of the Month

TOP

2003

December 2003, Issue 201 - Season's Greetings

• Season's Greetings
• Fun with Numbers - Most assets in Above-Average Funds
• Due Diligence - Jeremy Siegel
• Labour Sponsored Funds Update
• Fund News
• Lighter Side - Insuring Santa
• Recommended Site of the Month
   

November 2003, Issue 200 - Year-end Tax Planning

• Year-end Tax Planning
• Late Trading & Market Timing
• Fun with Numbers
• Due Diligence
• Staff Profile - Nalini Singh
• Fund News
• Recommended Site of the Month
   

October 2003, Issue 199 - RESPs & Foreign Funds

• RESPs - Stats show parents want secondary education for their children
• Canada Savings Bonds
• Investing 101 - Foreign Funds and the Canadian Dollar
• Recommended Reading
• Due Diligence
• Staff Profile - Sharon Calvert
• Account Maintenance - Beneficiary Designation
• Recommended Site of the Month
   

September 2003, Issue 198 - Markets Trend Up

• Markets Moving Again
• A Tax Efficient Balance
• Due Diligence
• Scotia Ranked Best Online Banking/Brokerage Service
• CI Signature High Income Increases Distributions
• Fund News
• Recommended Site of the Month
   

July/August 2003, Issue 197 - Summer Reading

• A Relaxing Summer
• Recommended Site of the Month
   

June 2003, Issue 196 - RRSP Top-ups, Bank Yields

• The Summer RRSP Top-Up
• A Closer Look - Bank Stocks
• Fun With Numbers - LSIF Returns
• Fund News - StrategicNova Name Changes
• Recommended Site of the Month
   

May 2003, Issue 195 - Markets Rebound

• Market Commentary- Performance Jumps in April 
• Fun With Numbers 
• Income Funds - Recommended Reading
• Looking at After Tax Returns
• Fund News - Trimark Advantage Closing, AGF Hires Graham
• Recommended Site of the Month
   

April 2003, Issue 194 - Segregated Funds

• Market Commentary - A Month Later
• Segregated Funds Revisited 
• Fun With Numbers
• Income Trusts - Good News / Bad News
• Looking at ETFs for Fee Savings?
• Fund News - E&P Equity to be Rotated into history
• Recommended Site of the Month
   

March 2003, Issue 193 - Special Tax Issue

• Market Commentary
• Tax Report 
• Staff Profile - Brenda Cordeiro
• Looking Back 3 Years Since the NASDAQ High
• Fund News - Mackenzie Announces Lower Management Fees
• Recommended Site of the Month -  The Electricity Market
   

February 2003, Issue 192 - Final RRSP Reminder

• Ten RRSP Myths and Facts
• RRSP Deadline Reminder
• Economic Commentary 
• Fund Profile - Synergy Canadian Style Management
• Staff Profile -  Allan McGlade
• Fund News - Scotia Funds Saving Trees and Costs
• Recommended Site of the Month - Canada Newswire
   

January 2003, Issue 191 - RRSP Special Issue

• Special RRSP Report - Who Contributes
• RRSP Investment Options - What to Do This Year?
• Recommended Reading - The Vault
• Investment Profile - Income Trusts
• Staff Profiles - Jane-Ann Crombeen and Fiona Ali
• Fund News - Scotia Partners Portfolios
• Recommended Site of the Month
   

TOP

2002

December 2002, Issue 190 - Season's Greetings 

• Season's Greetings
• Annual Labour Funds Report
• Bond Quiz
• Recommended Reading - Sterling Report on Iraq, Oil and The Economy
• News - RSP Limits to Rise?
• Staff Profile - Carl Spiess
• Recommended Site of the Month - Scotiabank Volunteerism Site

November 2002, Issue 189 - Tax Strategies for Non-RRSP Accounts

• Tax Strategies for Non-Registered Investment Accounts
• Market Commentary
• Fund Manager Meeting - Larry Sarbit
• Fund Profile - AIC American Focused Fund
• Staff Profile - David Hillier
• Fund News - Working Ventures
• Recommended Site of the Month - Mackenzie Financial

October 2002, Issue 188 - Monitoring Your Fund Holdings

• Monitoring Your Fund Holdings
• Recommended Reading - Four Historical Perspectives
• Fall Quarterly Strategy Now Online
• Canada Savings Bonds On Sale Now!
• Fund Profile - Fidelity Canadian Asset Allocation
• Fund News - Fidelity Changes, StrategicNova/Dynamic Switches
• Recommended Site of the Month - fundlibrary

September 2002, Issue 187 - Back to School - RESP Time

• Back to School - Time to Think About RESPs
• Recommended Reading - Battling A Bear
• 10 Years Ago - How to Beat Low Interest Rates
• Staff Profile - Nicole Keeler
• Fund Profile - TD Real Return
• Fund News - Spectrum Funds Renamed to CI
• Recommended Site of the Month - HRDC SIN# Site

August 2002, Issue 186 - The Death of Equities?

• The Death Of Equities
• Fund Profile - Royal Dividend Fund
• The Benefits of Consolidation
• Scotia Online - It is a Free Service
• Recommended Site of the Month - Canoe Webfin

July 2002, Issue 185 - Reflections as the Bear Growls

• Reflections as the Bear Growls
• Improved Fund Information on Scotia Online
• Fund Profile - Templeton International Stock Fund
• Fund News - Dynamic to Acquire StrategicNova
• Recommended Site of the Month - Scotia Online

June 2002, Issue 184 - Transitioning Your Investments for Retirement - Part 2

• Transitioning Your Investments for Retirement - Part 2
• AIC Advantage vs. AIC Advantage II   (4 Stars Or 2?)
• Ontario Savings Bonds
• Fund News - AGF International Value
• Recommended Site of the Month

May 2002, Issue 183 - Transitioning Your Investments for Retirement

• Next Generation Systematic Withdrawal Plans
• April 2002 - A tough month in the markets
• Five More Great Reasons to Invest in 2002
• Online Account Access
• Fund News
• Recommended Site of the Month - CCRA

April 2002, Issue 182 - More Fund News than Ever

• The Best Performing Fund Families 
• Explaining Survivor Bias
• What to Do About Rising Interest Rates
• An Update on AGF International Value Fund
• Reviewing Commentary from Trimark from March of 2000
• Recommended Site of the Month - How Much is your Home Worth?

March 2002, Issue 181     HTML or PDF (59k)

• Mutual Fund Reporter Goes Online Exclusively
• RRSP Season Update
• Update on Index & Exchange Traded Funds

February 2002, Issue 180     HTML or PDF (170k)

• Lifepoints Portfolios - Are they right for you?
• Fund News

January 2002, Issue 179     HTML or PDF (70k)

• What to do in 2002 – RRSP Edition
• Turn $50,000 into $113,206 with Stripped Bonds
   

TOP

2001

December 2001, Issue 178     HTML or PDF (58k) 

• LSIFs – Is the extra risk worth the tax benefits?
• Fund News
   

November 2001, Issue 177     HTML or PDF (69k)

• How to turn a Loss into a Gain
• Tax Loss Example

October 2001, Issue 176     HTML or PDF (54k)

• Time of Crisis - What Now?

September 2001, Issue 175     HTML or PDF (51k)

• Universal Life Insurance: Investment & Insurance - All in One
• Fund News

August 2001, Issue 174     HTML or PDF (51k)

• Paying Down your Mortgage vs. Contributing to your RRSP
• Team News

July 2001, Issue 173     HTML or PDF (59k)

• Innovation in Global Investing
• Fund News

June 2001, Issue 172     HTML or PDF (53k)

• Investing for your children's future
• RESPs vs. In Trust
• Young Investors Fund

May 2001, Issue 171     HTML or PDF (103k)

• The Best Is Yet To Come - Emotions of Investing
• Reader Survey
• Fund News

April 2001, Issue 170     HTML or PDF (51k)

• Fund Myths Uncovered
• Bear Market Recoveries
• Fund News

March 2001, Issue 169     HTML or PDF (48k)

• Socially Responsible Investing
• Nortel Nosedive
• Fund News

February 2001, Issue 168     HTML or PDF (54k)

• Finding Calm in the Eye of the Storm
• Economic Update
• RRSP Carry-Forwards
• Fund News

January 2001, Issue 167     HTML or PDF (54k)

• Retirement Strategies
• Mutual Funds for Kids
• John Zufelt Steps Down

TOP

2000

December 2000, Issue 166     HTML or PDF (40k)

• The Next Generation of Tax Efficient Money Market Funds
• Fund News
   

November 2000, Issue 165     HTML or PDF (55k)

• Labour Sponsored Investment Funds
• Fund News
   

October 2000, Issue 164     HTML or PDF (66k)

• Where to Invest
• Corporate Group RRSPs
• Fund News

September 2000, Issue 163     HTML or PDF (45k)

• Looking Back - Ten Years
• Fund News

August 2000, Issue 162     HTML or PDF (49k)

• Small Funds vs. Large Funds
• Managing Your Money
• Fund News

July 2000, Issue 161     HTML or PDF (49k)

• Protecting Your Estate
• Universal Life
• Fund News

June 2000, Issue 160     HTML or PDF (154k)

• Do hot funds stay hot?
• MFR via e-mail
• Fund News

May 2000, Issue 159     HTML or PDF (68k)

• What's happening with these markets?
• Sector Update
• Fund News

April 2000, Issue 158     HTML or PDF (44k)

• Budget 2000 - How it affects YOU!!!
• The People Behind The Mutual Fund Reporter
• Fund News

March 2000, Issue 157     HTML or PDF (74k)

• Internet Hype – Analyzed
• Fund News

February 2000, Issue 156     HTML or PDF (99k)

• The Year To Max Out Unused RRSP Contributions!
• Index Funds
• Guaranteed Investments
• Fund News

January 2000, Issue 155     HTML, PDF (58k)

• Index Heavyweights
• Latest Fund News
• Renewing Your Mortgage?

TOP

1999

• Labour Sponsored Investment Funds
• Latest Fund News

November 1999, Issue 153     HTML Version or PDF Version (59k)

• How to Get the Most for Your Money
• 10% Free Redeemable Units
• Powers of Attorney
• Self-directed Registered Education Savings Plans
• Canada Savings Bonds
• Fund News

October 1999, Issue 152     HTML Version or PDF Version (59k)

• How and Why You Should Diversify Your Portfolio
• Updating Beneficiaries
• Scotiabank Funds Transfer
• Addressing Y2K concerns
• Fund News

September 1999, Issue 151     HTML Version or PDF Version (68k)

• The New Wave in Mutual Funds: Breaking the 20% Foreign Content Barrier
• AIC Advantage Recommendation
• Other Fund News

August 1999, Issue 150     HTML Version or PDF Version (47k)

• Demutualization of Canadian Life Insurance Companies: Implications for the Policyholders
• Labour-sponsored Funds

July 1999, Issue 149     HTML Version or PDF Version (59k)

• The Use of Benchmarks
• Foreign Content Solution
• Fund News

June 1999, Issue 148     HTML Version or PDF Version (73k)

• Your Mortgage vs. Your RRSP - Investing In Your Future
• Team Changes
• Fund News

May 1999, Issue 147     HTML Version or PDF Version (52k)

• Insurance Products Update - Universal Life Insurance
• Segregated Funds

April 1999, Issue 146     HTML Version or PDF Version (96k)

• Investment and Taxation
• LSIF Tax Credits
• Attention All 'Parkers'

March 1999, Issue 145     HTML Version

• Are You Planning to be Wealthy?
• Pension Adjustment Reversal
• Fund News

February 1999, Issue 144     HTML Version

• Making this Year's RRSP Investment
• Year 2000: Preparing for the Future
• Fund News

January 1999, Issue 143     HTML Version

• How Interest Rates and Inflation Affect Investments
• New TSE60 Index
• Fund News

TOP

Pre-1999

Issue 142, December 1998
LSIF Revisited, Manulife GIF Evolves, Mutual Fund Dividends, Fund News

Issue 141, November 1998
Does the Foreign Property Rule Affect Me?, Fund News

Issue 140, October 1998 - HTML - PDF
Market Update - Recommended List Outperforms TSE, RESPs, Fund News

Issue 139, September 1998 - HTML - PDF
Is There Life Beyond Mutual Funds? - Delegating Decisions, Fund News, Reminder to Gif Investors

Issue 138, August 1998 - HTML - PDF
A View from the Trenches - The Fund Managers Speak, Fund News

Issue 137, June 1998 - HTML - PDF
Universal Life - An effective solution for a variety of problems, Extended Hours, Recent Fund News

Issue 136, May 1998 - HTML - PDF
Client Survey Results, Criteria for our Recommended Funds, Fund News, Quicken98 Winners

Issue 135, April 1998
What Is Driving These Markets? - Boomers are Back, RESP Rules Change - Worth Looking At, New Investment Options

Issue 134, March 1998
Patience, Patience - A Long-term Example, RRSP Deadline Extended for Ice Storm Victims, Client Survey

Issue 133, February 1998
The Last Minute RRSP Rush: Where to Invest, Investment Options, Recommended Funds, Follow the Manager, Guaranteed Growth Funds, RRSP Loans at Prime; Guaranteed Rates with Coupons

Issue 132, January 1998
Market Outlook, Guaranteed Growth Funds, AIC Advantage Fund Reopens, Bisset, Sceptre Funds Now Available, Recommended Funds, Trimark Performance Scrutiny, RRSP Loans at Prime, Get Great Guaranteed Rates using Coupons

Issue 131, December 1997
The Year in Review, What To Do This Year?, Ask Us!, Extra Staff to Serve You, C.I. Introduces Segregated Funds

Issue 130, November 1997
GICs With Guts, Fee Elimination, Quicken Update, LSIFs Tax Savings & Insurance Info

Issue 129, October 1997
How Long is Long Term?, Not Talking About Money Has Its Price

Issue 128, September 1997
Let ScotiaMcLeod Handle All Of Your Investment & Life Insurance Needs

Issue 127, August 1997
Market Commentary, GS Small Cap Fund Re-opens, Improved Statements, Congratulations to our Team & How to get an extra 2% on Guaranteed investments

Issue 126, July 1997
Top Manager Moves Firms - Creates New Funds, Buy A Term Certain And Invest The Difference

Issue 125, June 1997
The "Easy Way" To Save For Your RRSP, How to Get Guaranteed Rates Using Coupons

Issue 124, May 1997
Better Rates, Improved Statements and How to Protect Your RSP/RIF from Revenue Canada, Estate Planning

Issue 123, April 1997
The Long Term Perspective

Issue 122, March 1997
Growth Funds with the Principal Guaranteed!

Issue 121, February 1997
RSP Deadline - March 1st. Don't Delay!

Issue 120, January 1997
Your RSP Contribution And Where To Make It!, Estate Planning Specialist On Board!

Issue 119, December 1996
Seasons Greetings and Happy New Year - Our Financial Future Looks Promising!!

Issue 118, November 1996
Cut an Extra $1,050 from Your Taxes with LSIFs!!!

Issue 117, October 1996
Scotia Leaders Program

Issue 116, September 1996
AGF & 20/20 Request Vote From Unit Holders, AIC Caps Old Fund & Starts New One

Issue 115, August 1996
New Pacific Special Equity Fund, More Canadians Buying Mutual Funds, Market Commentary

Issue 114, July 1996
G.T. Global Conquers the World of Telecommunications

Issue 113, June 1996
Trimark launches Discovery Fund, Working Ventures On Hold for One Year, Dynamic & 20/20 Change Fund Names

Issue 112, May 1996
BPI Small-Cap Fund A Winner, Portfolio Manager Conference Call, Estate Planning Seminar

Issue 90, June 1994
Market Comment, New Offices, Congratulations MFR Staff, Stripped Bonds

Issue 81, September 1993
New International Funds, New MFR Staff, Improved Statements

Issue 70, October 1992
5 Year Review Since Oct 87 Crash, Stripped Bonds

Issue 69, September 1992
What To Do About Low Interest Rates, Dynamic Dividend Fund, Limited Partnerships