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Life Income Funds

Life Income Funds

Learn how to use a Life Income Fund (LIF) to your advantage.

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The Financial Fitness Solution

The Financial Fitness Solution

Where do you stand right now financially?

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Tax-Free Savings Accounts

Tax-Free Savings Accounts

The Government of Canada introduces a tax savings incentive program.

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Marlatt News

February 01, 2010

RRSP Deadline is March 1st, 2010. Make Your Contributions Online

RRSP deadline is March 1st, 2010 for RRSP contributions to qualify for 2009 tax year. Make your contributions online for added convenience and to save time! If you have an RRSP mutual fund account with us, you can make your RRSP contribution to Manulife Securities via online/telephone banking.

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January 27, 2010

Economic News: Week Ending January 22, 2010

Attached is an informative article on current economic news from Chief Investment Officer, Martin Hubbes of AGF for the week ending January 22, 2010. This article touches briefly on global economic news, with topics that include: Bank of Canada leaves benchmark unchanged, U.S housing starts fall unexpectedly, Googles earnings soar, and U.S jobless claims raise.

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January 05, 2010

Winter 2010 Solutions Magazine

In the most current Winter edition of the Solutions magazine you will find interesting articles such as: Could you use more broccoli in your portfolio? - GIC's offer predictable investment returns - and some have insurance benefits too Ready to ride a market recovery? - Guaranteed investment funds provide flexibility, growth potential and valuable benefits Lower your family's tax bill. - How to take advantage of income splitting using intra-family loans.

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December 16, 2009

Holiday wishes from all of us at Marlatt

Another eventful year is coming to a close and all of us at Marlatt wanted to wish you a very happy and safe holiday season for 2009. Whether we are the advisor for your company group plan, insurance products, or your financial and retirement needs, Marlatt is proud to support the following charities this year in lieu of sending out Christmas cards: -Multiple Sclerosis Society of Halton Region- this group helps people and their friends and relatives cope with this disease, it’s treatment and is fighting to find a cure -Sleeping Children Around the World- an organization that distributes bed kits around the world. These bed kits provide school-aged children the opportunity to know what a new set of clothing feels like and to have a clean, warm blanket to sleep on at night -Children’s Aid Society- to their Christmas Toy program to ensure gifts are under the tree for needy children in Ontario this Christmas morning We hope you find time in this busy season to relax with your family and friends and to reflect on all that you are thankful for this year. Best wishes and all the best for 2010 from all of us at Marlatt.

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November 24, 2009

Community Support For Halton Family Services

Marlatt is committed to supporting local community organizations and we have received a letter from Halton Family Services of Oakville asking for support for their community projects this holiday season. We have attached the letter and their website is http://www.haltonfamilyservices.org/ so you can see what valuable services they provide to the Halton Region.

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October 07, 2009

2009 Golf Tournament Success

We would like to say thank you for your support for our seventh annual golf tournament on September 21, 2009. Your generosity to such a worthy cause is truly amazing and does not go unappreciated. Without the help from each and every one of you we would not have been able to raise close to $ 30,000 on behalf of the Ian Anderson House and Rotary Club of Oakville. Not only was our golf tournament a great deal of fun, it was also a huge success. Thank you once again for your generosity. It is greatly appreciated.

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