Hot Topics
This section will be frequently updated as new 'hot topics' arise. Please check back often.
 In This Section:
Market Update
As we all know, the media loves to print bad news, which has become evident with the recent turbulence in the World Financial Markets. Over time, Equity Markets have experienced a series of ups and downs, which are a normal and inseparable part of market activity. The best way to deal with these market fluctuations is to remember your investment goals and to stay focused in the long term. Unfortunately, emotions and anxiety are often created by market volatility and the subsequent 'media frenzy' and fast, emotional decisions tend to be made.
In this volatile time, it is good to reflect on your Financial Objectives in the short, mid- and long term as well as your Financial Security Plan. This will allow you to make logical decisions, rather then exclusively emotional decisions, on how you can take advantage of the opportunities that are unfolding.
Fidelity Investments have come out with a series of interactive tools to help investors understand the markets in these volatile times. Topics include Market Crises, Timing the Market, Stock Picking and Unpredictable Returns. These tools can be viewed here.
If you have any questions or concerns, please do not hesistate to contact us.
Survey Contest Winner Announcement
Thank you to everyone who helped us out by completing the online Survey in May. We really appreciated all of the comments and suggestions and we used these to re-develop our site.
Congratulations to our survey winner, Jeremy Cook, who won 4 tickets for the upcoming Arts Club Theatre season!
Quarterly Newsletters
Since the beginning of 2008, we have been sending out quarterly newsletters to our clients as a way of improving our communcation levels even further.
Please do send us any feedback or questions that you may have.
2008 Winter Newsletter
2008 Summer Newsletter
2008 Fall Newsletter
Tax Free Savings Accounts
A number of initiatives have been proposed in the 2008 Federal Budget that are designed to encourage Canadians to save. Of particular relevance is the proposal for a new type of savings plan, called the Tax-Free Savings Account (TFSA).
The TFSA is a registered savings account that would allow taxpayers to earn investment income tax-free inside the account. Individuals residing in Canada who are 18 years of age or older would be eligible to establish a TFSA.
Learn more about the initiatives proposed in the 2008 Federal Budget Analysis here
Learn more about the Tax Free Savings Account on the CRA Website
Socially Responsible Investing
Socially Responsible Investing (SRI) is the practise of making investment decisions based on ethical, social and environmental criteria, rather than purely on financial performance. A growing number of investors are now demanding greater accountability with respect to where and for what purpose their money is being invested, so as to align their investments with their moral and social values.
To learn more about Socially Responsible Investing, please click on topic on the left hand tool bar.
Contributions through Online Banking
You can now make an online deposit or contribution to your RRSP or Investment Account as easily as you pay your bills through your bank's internet banking features. The participating Financial Institutions are the following:
- Royal Bank of Canada (RBC)
- Bank of Montreal
- Scotiabank
- CIBC
- National Bank
- Credit Union Central of BC
- TD Canada Trust
To make an online contribution, log on to your online banking account, go to the bill payment and/or transfer funds function and add �Dundee Private Investors Inc.� as a payee. Include your account number as you would for a bill payment and authorize the transaction as you normally would. Please remember to let us know that you have made a contribution so that we can send you the appropriate form for authorization.
If you do not have your Dundee Account Number, which ends in the letter 'C' please contact Tanya Wilson.
Charitable Giving
Investing in a Charitable Giving Fund gives you all of the advantages of a private foundation, but you do not have to worry about the time and money required to manage it. You can make tax-deductible contributions to the fund, where the earnings accumulate tax-free and you have the choice of which charities to support. It is an easy, flexible and cost-effective way for you to make a difference.
For more information, please click on the following links:
|
