Reports & Newsletters


"Knowledge is power"

We believe in keeping our clients up to date on all aspects of wealth management. Our team delivers several publications on a regular basis. If you wish to receive one of our free reports or newsletters by email, please contact us.


The Black Financial Team Newsletter

September Issue - Act now to protect assets from business creditors

July Issue - Put business assets on ice to save tax

June Issue - Sudden Wealth

May Issue - Split business income with family to save tax

April Issue - Tax refund = Missed opportunity to build more wealth

March Issue - April Enewsletter - Take a Bird's Eye View of Your Investments

Archive

Intelligent Investor

August Issue - IPC's Intelligent Investor (Understanding the Risk/Reward Trade-off)

May Issue - IPC's Intelligent Investor (Acts of God)

April Issue - IPC's Intelligent Investor (The Wisdom of Warren Buffet)

February Issue - IPC's Intelligent Investor (Avoid a Big RRSP Mistake)

January Issue - IPC's Intelligent Investor (2009 – A Year in Review)

November Issue - IPC's Intelligent Investor (Why You Need to Rebalance Your Portfolio)

October Issue - IPC's Intelligent Investor (Where does your retirement plan stand?)

September Issue - IPC's Intelligent Investor (Markets are dynamic not static)

August Issue - IPC's Intelligent Investor (Markets Don't Lose Money — People Lose Money)

July Issue - IPC's Intelligent Investor (Your Decisions Do Matter)

June Issue - IPC's Intelligent Investor (The Irrational Investor)

May Issue - IPC's Intelligent Investor (Is This The Rally?)

Special Report

July Issue - IPC Special Report (Are you Being Swayed)

April Issue - IPC Special Report (Canada Pension Plan)

January Issue - IPC Special Report (Facts about Your RRSP for this Tax Season)

November Issue - IPC Special Report (To ETF or not to ETF?)

March Issue - IPC Special Report (Segregated Funds vs Mutual Funds)

February Issue - IPC Special Report (2009 Federal Budget)

December Issue - IPC Special Report (Facts about your RRSP)

December Issue - IPC Special Report (Should you borrow for your RRSP?)

December Issue - IPC Special Report (Retirement Savings Update)

November Issue - IPC Special Report (Results of the US Election)

October Issue - IPC Special Report (Keep a Cool Head)

September Issue - IPC Special Report (What‘s going on with the Markets?)

August Issue - IPC Special Report (Tax Free Savings Account)

August Issue - IPC Special Report (Cost for Education)

February Issue - IPC Special Report (Portfolio Management Service)

January Issue - IPC Special Report (Borrowing to Invest)

January Issue - IPC Special Report (RRSP Facts 2007)

January Issue - Election 2006 - The Impact of Conservative Government for Investors

Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.