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News & commentary

News & Commentary

Get fresh perspectives on the latest investment and financial news and trends from the Luft Financial team, as well as from leading experts in Canada and around the world.

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February 2021 Portfolio Management Team Update

Market & Economic Environment The record-setting rally in global equities came to a temporary halt in the last week of January, as stocks posted their worst weekly performance in three months. Investors were unnerved by surging prices for the most heavily shorted stocks like GameStop, on concern that hedge funds would have to reduce their […]

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Permanent Life Insurance… an effective estate transferring strategy

Your New Client Portal starter’s guide

The Client Portal offers a simple and convenient way for you to view your investment portfolio anytime, anywhere. Please review this guide and contact us if you have any questions. New Client Portal User Guide

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When Will You Get Your Tax Slips?

There are different mailing dates for different account types. Please click on the link below to view the expected delivery for both mail and online tax slips and reports. 2020 Client Tax Slip Mailing Schedule Checklist

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January 2021 Portfolio Management Team Update

Market & Economic Environment Global equities added to their record November gains last month, to cap a strong quarter and end one of the most volatile years in memory on a positive note. As the rollout of vaccines to combat Covid-19 commenced in December, optimism that economies would gradually return to normal helped prop up […]

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Insuring yourself to the “Bones”

RRSPs and Your Estate

Most people are aware that they are able to roll their RRSP/RIF to a spouse, common-law partner or financially dependent child or grandchild with a mental or physical disability. What some people don’t always understand, is what happens to the RRSP/RIF if it is being left to anybody other than a spouse, common-law partner or […]

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