Managed Money Reporter Newsletter — Issue 260, December 2010

Editors: Carl Spiess & Allan McGlade

Featured Articles

Season's Greetings

Here is our annual holiday greeting picture, please hover over it to see who is in charge this year (and has to wear the yellow jacket)!


Year End Tax Tips - 2010

Thankfully, with markets being up, there is not much tax loss selling to be done in taxable accounts this year. And Tax Free Savings Account (TFSA) and Registered Education Savings Plan (RESP) contributions can be made any time, so there is not really a year end rush on these newer types of accounts. But if you have questions about tax planning, please see our helpful list or contact us for details about your accounts. Please note, the last day for trades for tax loss selling for the 2010 tax year is December 24th.

More on tax tips


Canadian Investment Awards

The 16th annual Canadian Investment Awards were held recently, hosted by Peter Mansbridge.

We are proud that the Career Achievement award was given to John W. Kellett, Scotia Asset Management. Dynamic Funds, (which was recently acquired by Scotia), also won many awards and was ultimately chosen as Analysts' Choice Fund Company of the Year.

Those are the highlights. For a full list of winners, see:


Recommended Link of the Month

Once a year on Christmas Eve, NORAD uses their "radar, satellites, Santa Cams and fighter jets" to keep the children of the world informed about Santa's progress around the globe. You can track Santa's circumnavigation on the NORAD Santa Tracker website. Hope you've been nice!



Contact Us

T.  416.863.RRSP (7777)
F.  416.863.7479

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The Spiess McGlade Team is a personal trade name of Carl Spiess and Allan McGlade.