H&M Financial Blog

Rule #1: Buy Quality

The following commentary is courtesy of Cardinal Capital Management Inc., the sub-advisor for the VPI Canadian Equity Pool and the VPI Canadian Income Pool. The opinions, market outlook, and asset allocation strategies are those used in the design of the mutual funds they manage that we utilize in client portfolios.

What could be more obvious than this Cardinal Rule? For many […]

Cardinal Quarterly

The following commentary is courtesy of Cardinal Capital Management Inc., the sub-advisor for the VPI Canadian Equity Pool and the VPI Canadian Income Pool. The opinions, market outlook, and asset allocation strategies are those used in the design of the mutual funds they manage that we utilize in client portfolios.

Market Outlook
By Timothy E. Burt, CFA

The stock market performed reasonably well […]

The Perspective – The Bold & The Beautiful

Spring 2013

The Perspective Newsletter from Worldsource Financial Management Inc. 

Soap operas can trace their ancestry back to the 1930’s, when the manufacturers of soap products such as Proctor & Gamble first produced affairs of love and drama for the radio. By the early 1950’s, soap operas transitioned to television, and daytime TV changed forever. Propelled by captivating story lines, compelling characters, conflict, […]

The Tax Man Cometh

Finance Minister Jim Flaherty unveiled the federal budget yesterday.

Our friends at Renaissance Investments offer a nice succinct explanation about what the new federal budget means for investors.

Click here to read more about it.

If you have any questions about it give us a call. 250 953-6816

Retirement Income – You Need To Plan

From Kathryn Boothby – Postmedia News

Whether a RRIF is opened at 60 or 71, the most important aspect is structuring a portfolio correctly prior to conversion, says Robin Muir, a certified financial planner and managing partner of Hatch & Muir LLP in Victoria.

After years spent paying into a registered retirement savings plan (RRSP), investors eventually have to use the funds […]