• Dave Hutchinson
  • Your Financial Team
  • Services and Fees
  • Severance Package
  • Severance Buyout
  • Pension Transfer
  • Tax Return Preparation
  • Life Stages
  • Investor Learning Centre
  • Resources & Calculators
  • Market Facts & Commentary
  • Account Access
  • Seminars & Events
  • Testimonials
  • Contact Us

Questions?


Contact UsDave Hutchinson
613-592-2422 x222
dave@panoramawealth.ca

Lorraine Baechler
613-592-2422 x224
lorraine@panoramawealth.ca

Investor Learning Centre

Information, Strategies and Ideas:

  • Registered Disability Savings Plans [PDF 1.3Mb]

 

Dave's Quarterly Report archives:

  • Late Fall 2012 Quarterly Report [PDF 723.4Kb]
  • Spring 2012 Quarterly Report [PDF 830.6Kb]
  • Fall 2011 Quarterly Report [PDF 2.0Mb]
  • Spring 2011 Quarterly Report [PDF 695.7Kb]
  • Winter 2011 Quarterly Report [PDF 4.3Mb]
  • Fall 2010 Quarterly Report [PDF 1.1Mb]
  • Summer 2010 Quarterly Report [PDF 1.1Mb]
  • Spring 2010 Quarterly Report [PDF 1.1Mb]
  • July 2009 Market Commentary [PDF 662.3Kb]
  • April 2009 Quarterly Report [PDF 906.7Kb]
  • February 2009 Quarterly Report [PDF 810.1Kb]
  • December 2008 Quarterly Report [PDF 831.6Kb]

 

MoneyTalk archives:

  • MoneyTalk July 2010 [PDF 2.4Mb]
  • MoneyTalk May 2010 [PDF 2.4Mb]
  • MoneyTalk March 2010 [PDF 2.4Mb]
  • MoneyTalk January 2010 [PDF 2.3Mb]
  • MoneyTalk October 2009 [PDF 2.3Mb]
  • MoneyTalk July 2009 [PDF 2.2Mb]
  • MoneyTalk May 2009 [PDF 2.3Mb]
  • MoneyTalk February 2009 [PDF 2.3Mb]

 

Interesting articles from other sources: 

  • Fraud and Identity Theft(external link)  (www.moneysense.ca(external link))
  • Creating a budget(external link)   (financialplan.about.com(external link))
  • Protect What You Have (insurance/wills/estate plans)(external link)   (financialplan.about.com(external link))
  • Income Challenges Facing Investors [PDF 359.5Kb]   (www.ci.com(external link))

 

[investialogo.gif] Mutual Funds Provided Through
Investia Financial Services, Inc.(external link)
Disclaimer: 

This website is provided “as is” without any representations or warranties, express or implied. Investia Financial Services Inc. makes no representations or warranties in relation to this website or the information and materials provided on this website.

Without prejudice to the generality of the foregoing paragraph, Investia Financial Services Inc. does not warrant that: this website will be constantly available, or available at all; or the information on this website is complete, true, accurate or non-misleading

Nothing on this website constitutes, or is meant to constitute, advice of any kind. If you require advice in relation to any financial or investing you should consult an appropriate professional.

Mutual Funds are not guaranteed, their values change frequently and past performance may not be repeated. Mutual Fund securities are not covered by the Canada Deposit Insurance Corporation (CDIC) or any other government deposit insurer. Please read the fund prospectus carefully and seek professional advice before investing. Commissions, trailing commissions, management fees and expenses may be associated with mutual fund investments. There can be no assurances that the full amount of your investment in the fund will be returned to you.

____________________________________________________________________________________

 

Life Insurance products sold through National Financial Insurance Agency Inc.(external link)

Mutual funds are offered via Investia Financial Services Inc. (Investia). All non-mutual fund related business conducted by your Representative is not in his/her capacity as an Investia Representative. Non-mutual fund related business includes, without limitation, advising in or selling any type of insurance product, advising in or selling any type of mortgage service, estate and tax planning or tax return preparation. Accordingly, Investia is not liable and/or responsible for any non-mutual fund related business conducted by your Representative and non-mutual fund related business is the responsibility of your Representative alone.

____________________________________________________________________________________

 

Investia Privacy Policy(external link)

 

____________________________________________________________________________________

Investia Client Complaint Process(external link)

 

© Copyright 2010-2022 - David Hutchinson CFP. This site is powered by CMS Made Simple