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An Event-Driven Approach to Technical Analysis 

March 7, 2018
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Replay recent webinars

Video. Webinar replay. Tax-Effective Estate Planning. 51:51.

Jamie Golombek
Tax-Effective Estate Planning video (51:51)

Jamie Golombek shares his 10 basic steps for effective estate planning.

Transcript
Webinar replay.

Conrad Martin and Alex Szatan
Introduction to Option Strategies video (39:33)

A review of the basics, plus yield enhancement and directional strategies.

Transcript
Video. Webinar replay. Building an Exchange Traded Fund (ETF) Portfolio. 52:45.

Mark Noble
Building an Exchange Traded Fund (ETF) Portfolio video (52:45)

Learn basic strategies for using Exchange Traded Funds (ETFs) to build an investment portfolio.

Transcript
Video. Webinar replay. Where in the World Are We? 55:15.

Andrew Grantham
Where in the World Are We? video (55:15)

A closer look at where Canada is situated relative to global trends.

Transcript
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Economic and market insights


Videos

Video. Benjamin Tal. The Housing Market: When the Fog Clears. 2:50.

Benjamin Tal
The Housing Market: When the Fog Clears video (2:50)

How rising interest rates and other changes will affect the Canadian housing market in 2018.

Transcript
Video. 2018 Oil Outlook. 3:38.

Brian See
2018 Oil Outlook video (3:38

How OPEC production cuts and world events could affect oil prices. 

Transcript
Video. Small Business Slowdown Signals Sluggish Economy? 4:59.

Benjamin Tal
Small Business Slowdown Signals Sluggish Economy? video (4:59)

The challenges small businesses face today, and how they affect the 2018 economic outlook. 

Transcript
Video. Inflation Outlook Calls the Shots. Perspectives. October 2017. 4:11.

Luc de la Durantaye
Inflation Outlook Calls the Shots - Perspectives: October 2017 video (4:11)

The outlook for inflation, plus potential risks and impacts on portfolios.

Transcript
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Articles

An improving economic picture
Recent improvements in global financial markets, plus the NAFTA talks and rising oil prices.
Market Spotlight: November 2017 (PDF, 125 KB) 

Inflation ahead?
Inflation, the global outlook and alternative scenarios.
Perspectives: October 1, 2017 (PDF, 515 KB) 

Global markets take a pause

In a month filled with dramatic headlines, markets barely moved.

Market Spotlight: September 2017 (PDF, 215 KB) 

Global markets optimism 
Optimism over improving global economies kept global financial markets on the rise again in July.
Market Spotlight: August 2017 (PDF, 90 KB) 

Global Bright Spots Emerge 
A review of changing economies in the global landscape.
Perspectives: July 1, 2017  (PDF, 690 KB) 

Financial markets and equities go higher
Political events dominated headlines in May as markets and equities rose.
Market Spotlight: June 2017 (PDF, 125 KB) 

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Tax and financial planning

Learn how smart planning can help you reduce your taxes and preserve your wealth.

Videos

Video. Jamie Golombek. Revised Private Corporation Tax Proposals. 4:01.

Jamie Golombek
Revised Private Corporation Tax Proposals video (4:01)

How could the government's proposals for taxation of private companies affect you?

Transcript
Video. Thumbnail of 2017 Year End Tax Tips. 3:17.

Jamie Golombek
2017 Year End Tax Tips video (3:17)

Year-end tax tips, information on tax deadlines and discussion on effective planning for tax changes.

Transcript
Video. Jamie Golombek. When Does Trading In Your TFSA Become a Business? 4:20.

Jamie Golombek
When Does Trading In Your TFSA Become a Business? video (4:20)

Why most investors don`t need to worry about heavy trading in their TFSAs.

Transcript
Video. Jamie Golombek. Give a Little Bit. Tax Planning and Gifting. 4:53.

Jamie Golombek
Give a Little Bit: Tax Planning and Gifting video (4:53)

Strategies for gifting money and property to help minimize taxes for the entire family.

Transcript
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Articles

Buying your first home? Already a homeowner?
Keep Jamie Golombek’s tax tips in mind.
Home Sweet Home – Tax Tips For Homeowners (PDF, 565 KB)

Own a private corporation? Read this.
Modifications to proposals for taxation of private corporations.
Taking Action: Revised CCPC tax proposals (PDF, 640 KB) 

Jamie Golombek’s Tax planning tips for 2017
Year-end will be here before you know it. Take advantage of Jamie Golombek’s tax planning tips for investors.
2017 Year End Tax Tips (PDF, 660 KB) 

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Platforms and tools training