Financial Planning Resources

• Building a Financial Plan
• Fidelity: Planning for Income to Last a Lifetime

Research & Publications

• Weekly Market Strategy
• Global Forecast Update
• Quarterly 'Insights' Newsletter (Fall '11): English  |  French
• Investment Portfolio Quarterly - NEW Fall '11 Edition!
• Exchange Newsletter

Articles of Interest

• Click here to read the "Week 50: Putting Out The Fires." edition of Eddy Leung's Weekly Market Commentary. Eddy is a Wealth Advisor for Farwell Wealth Management.
• Tax-Free Dividends: One of Canada's Best Kept Secrets
• TFSA confusion leads to costly penalties for 70,000
• Cottage succession: Avoiding the bites and burns

Media and Videos

• Darren Farwell on BNN!
  Darren has recently done a couple of interviews on the Business News Network that focus on Canadian Equities. To watch the videos, click on the links below:

Canadian Equities and Strategies (June 27, 2011)
Canadian Equities (June 13, 2011)

• ***NEW DATE AND TIME FOR CP24*** Catch Darren Farwell on CP24 every FRIDAY at 5:45 P.M. EST for the latest updates and commentaries on today's market. If you've missed the commentary, don't worry! CLICK HERE to view all past videos on the Farwell Wealth Management YouTube Channel.

• To access our tax webcast by Adam Salahudeen (LL.B, Senior Manager Taxation Advisory Services, ScotiaMcLeod) entitled "Managing the Tax Burden and Using Your Tax Refund Effectively", please click on the link below. The approximate duration is 9 minutes and covers:
  - What are capital gains?
  - Valid reasons to trigger and not to trigger capital  gains
  - Perfect time to take advantage of the Market and the uncertainty
  Click here to watch the video

Account Information

What is a…

• Registered Retirement Savings Plan (RRSP)
• Spousal Registered Retirement Savings Plan (Spousal RRSP)
• Registered Retirement Income Fund (RRIF)
• Locked In Retirement Plan (LIRA)
• Registered Education Savings Plan (RESP)

• Tax-Free Savings Account (TFSA)
• In-Trust Account
• Mutual Fund Pre-Authorized Contribution Plan
• Home Buyers Withdrawal
• Lifelong Learning Plan