Ryan Webster, Investment Executive

Turning the corner: The year in perspective

After a rocky start, North American stock markets performed better than expected in 2009, and the Canadian economy is recovering faster than economists had predicted.

The stock market rally began in March and by the end of September — exactly one…

What's New?

Fred Ketchen

Presentation Details
Date: March 26th 2009
Format: Video
Duration: approx. 3 min.

This year's Ontario budget was announced on March 26, 2009. Fidelity's Peter Drake, VP Retirement and Economic Research, explains how it may impact you. Special Event

Watch the video.

Stick to the basics in an uncertain housing market

Written January 6th, 2009 in New Items

With a cooling housing market and uncertainty about the direction of interest rates, there’s much to think about if you’re buying a larger home, downsizing to a condo in the city, or even helping your children with their first purchase.

Home…

Insiders, Winter 2009

Written January 6th, 2009 in Newsletter

Insiders, Winter 2009

On June 18, the federal government passed its 2008 Budget bill into law. This was a milestone for investors because it meant that the new Tax-Free Savings Account (TFSA) would be available to millions of Canadians beginning in January 2009. No doubt you have…

Retirement savings: How much will you need?

Written January 6th, 2009 in New Items

You’ve spent many years saving and investing for retirement, in line with your objectives and risk tolerance. But when was the last time you stepped back and asked yourself how you want to spend your retirement? Perhaps you’ve developed a new interest or are keen to change…

Tax Loss Selling 2008

Written December 5th, 2008 in New Items

Each year, whether bull or bear market there are opportunities to crystallize losses for tax purposes in non-registered accounts. Needless to say, the list of potential candidates this year is extensive.

Five brief months ago, the TSX Composite Index was at…

Take advantage of new tax-free savings accounts

Written September 29th, 2008 in New Items

Beginning next year, Canadian investors will be able to deposit $5,000 each year into a new tax-free savings account (TFSA). 

How it works. Deposits into your account are not tax-deductible. However, any interest or investment earnings, including capital gains, are not subject to tax. As well, you can withdraw money…

Year-end tax-planning tips

Written September 29th, 2008 in New Items

While the end of the year is approaching, there’s still time to take steps to minimize your tax bill for 2008.

Here are a few ways to avoid paying more than you need to.

  • Tax-loss selling. Plan any tax-loss sales of securities before…

How to maintain a tax-efficient portfolio

Written September 29th, 2008 in New Items

No matter how high the returns from your investments, the real indicator of success is how much is left in your hands after taxes. Taxes can have a significant impact on your overall investment returns, and their effect increases as your income rises.

One of the many…

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