Colleen O'Connell-Campbell - ScotiaMcLeod Ottawa

Article Archive

This section will be updated with articles & presentations of special interest.

2011

Federal Budget - Update

Finance Minister Jim Flaherty delivered his federal budget yesterday, March 22, 2011.

Please find attached overview from a couple of Scotiabank Group sources.

2011 Federal Budget Highlights - SM.pdf
Canadian Federal Budget FY2011-12 20110322.pdf

Market Update - Japan

We hope that anyone you may know that lives in Japan or has relatives there, are safe, and our well wishes go out to all those affected. There are no words to express the sentiments for what we are seeing on television and over the internet on this unfolding tragedy. With that, global markets continue to be focused on Japan and what effects that will have on the markets and the global economy.

We are writing to you today to remind you that although unfortunate, the stock markets have been through this before.

While events are unfolding in Japan and around the world, the markets will go through fluctuations. It is possible anyone who rushes to sell, will be sorry that they did. Doing so might make them more comfortable in the short term (relieving stress of the unknown), but that action could come at a cost (unnecessary losses).

Through the financial strategy and roadmap we have created for you, we hope you have some peace of mind, at least where your financial plan is concerned. We have absolutely no control over what the market does, but we can and need to control how we react to it.

We are monitoring your portfolio and welcome any questions you may have. Please do not hesitate to give us a call.

We have attached a piece from our ScotiaMcLeod Portfolio Advisory Group that we hope you will find valuable.

Market Update Japan March 17 2011.pdf

2010

TAXATION

CRA has set up "My Account" to help you get organized.

Have your most recent income tax return handy, you will need to quote the amount that appears on line 150.

Once registered, you will be to access the secure service to:

Check your RRSP deduction limit
Arrange direct deposits for benefit payments
Make sure you have all your tax slips & receipts
Prepare and NETFILE your tax return online via www.netfile.ca
Track the status of your income tax return and any associated refund

Source: CRA

Income Trusts

This article appeared in the Global & Mail in June 2010

A new investment beast: The high yield corporation

http://www.theglobeandmail.com/globe-investor/investment-ideas/features/portfolio-strategy/a-new-investment-beast-the-high-yield-corporation/article1609877/

Income Trust Conversions

Update on the Income Trusts Sector as the End of the Tax Holiday Approaches

by Geoff Ho - Director, Canadian Equities, Portfolio Advisory Group

"The income trust sector was in parabolic growth mode between 2001 to 2006 as the investment vehicle offered tremendous appeal to income-oriented investors."

The Future of Income Trusts

by Geoff Ho - Director, Portfolio Advisory Group

"With 2010 being the last year of tax advantages for many income trusts, we expect to see a gradual decrease in the number of trusts over the coming months due to conversion into corporations or M&A activity."

read more... future_of_income_trusts.pdf

Mid Year 2010

After 2008's downturn and last year's strong recovery in stock markets, many had hoped that 2010 would see a return to relative normalcy and stability. And certainly, the year started on a positive note, as stocks turned in one of the strongest first quarter increases on record.

Mid Year 2010.pdf

Here is a useful link to the Government of Ontario Website outlining everything you need to know about the Harmonized Sales Taxes that will come into effect on July 1st, 2010.

http://www.rev.gov.on.ca/en/taxchange/taxable.html

Federal Budget -- March 4, 2010

Below you will find a summary of the recent Federal Budget.

ScotiaMcLeod

Scotia 2010 Federal Budget Highlights.pdf

2009

Special Conference Call - recorded May 1 2009

Click on the link below & enter your name... (expired)

https://www.callinfo.com/archives/playback.jsp?id=8q9bmxu6

A Generational Opportunity

Featuring: Chris Loveless & Patrick O'Shaughnessy

O' Asset Management

(Please note: There is a period of time were the guests are logging into the call.)

Economic and Market Outlook Seminar -

The material below is provided as follow up to the evening event on Wednesday, February 18, 2009.

Warren Jestin - Chief Economist, Scotiabank

The Global Economic Forecast includes Scotiabank's Outlook on the Canadian, US, & other major global economies.

Global Economic Forecast February 2 2009.pdf

Vincent Delisle - Investment Strategist, ScotiaCapital

Mr. Delisle suggested that our North American markets may retest the lows of November 2008, however there are glimmers of hope for a rebound in the equity markets before the end of 2009. The following powerpoint presentation includes a few charts that he used to express his points.

OttawaFEB20091.ppt

Federal Budget - January 27, 2009

Fiscal Pulse - Published by Scotia Economics.

Summarizes the Federal Budget announcements.

Fiscal Pulse The 2009 2010 Canadian Federal Budget.pdf

Simplified report prepared by Invesco Trimark.

Invesco January 27 2009 Budget Summary.pdf

2008

Outlook 2009 -- Finding Direction in Uncharted Territory

This report reflects on the event of 2008 and it also provides insight for the next 12 months.

2009outlook.pdf

BCE

Attached is a report that provides an update on the BCE Privatization deal that is expected to close December 11, 2008 BCE.pdf

Beat The Odds June 2008 - May it be Black Jack, Roulette, or even the slots, the “House” always seems to win in Las Vegas. Fortunately, the odds are historically in your favour when it investing in equities. The key, however, is to stay invested. Download PDF Here.

The Only Thing We Have to Fear is Fear Itself - Market commentary presented by Jim O’Shaughnessy. September 2008. Download PDF Here.

It’s Not Different This Time - Historical Magazine Headlines compiled by O’Shaughnessy Asset Management.September 2008. Download PDF Here.

Don’t Miss Out - Buy Low – Sell High. It’s the ideal long term investment strategy. Except without a crystal ball, it’s impossible. And the costs of getting it wrong are high. Every time you buy and sell, you incur additional cost, and worse still, you risk missing out on the market’s best days. Download PDF Here.

Psychology of Investing - It would be prudent for many investors to review some of the key findings of ‘behaviour finance,” which studies the way people make financial decisions. Download PDF Here.