Financial Wisdom

March 2024

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Announcement

Years of study, exams and experience have culminated in the attainment of my designation of Portfolio Manager.


As I look for further ways to enhance the efficiency of my practice and utilize my new designation, I will be introducing additional investment strategies using a Unified Managed Account (UMA) platform. This platform allows me to create a suite of investment mandates specific to a client’s risk profile, account size and overall financial needs while reducing overall management cost to you by taking advantage of the scale the platform provides.


Benefits:

  • Access to a wider range of investment products at institutional level pricing
  • Access to additional professional asset managers hand selected by me.
  • Periodic rebalancing as per our agreed upon mandate

I will be reaching out to any clients I feel will benefit by this new offering. However, if this interests you, please reach out to my office to arrange a meeting.

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Now is the Time to be Especially Wary

Uncertain economic times and rising rates of unemployment often create a new breed of desperate people. Some turn to frauds and scams as a way out of their troubles. Others become more susceptible to schemes promising to help but, instead, getting bilked out of their dwindling cash reserves. Challenging times tend to bring more frauds and scams out of the woodwork.


Fraudsters are becoming more and more creative at their craft. This comes at a time when financially desperate people are more likely to fall prey to scams as they seek ways out of money troubles. You can protect your hard-earned resources by being wary.


Karen got a phone call from someone claiming to be from a charity she often supported and was...

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The Five Insurance Must Haves

Insurance is, and has always been, a tool to manage risk. If you cannot afford to ’lose’ something, it is best to insure it. As with many other financial situations, there are various solutions designed to protect against financial losses. The five types of insurance everyone should have are:


Life Insurance – The primary reason to have life insurance is to replace an income that will be lost on death and to meet financial obligations that are left behind. No person’s debts should last longer than them and life insurance can be a very economical way to pay them off if you die too soon. Also, it is becoming more common for people to carry significant debt into their retirement.


If someone is relying on your income, they will...

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Everything you’ve ever wanted is sitting on the other side of fear.

George Addair

The information in this email newsletter is general information only and is not intended to constitute specific legal, accounting, financial or tax advice for any individual. Every effort has been made to ensure accuracy in these commentaries at the time of publication; however, accuracy cannot be guaranteed.

Fundeco Financial
50 Main St. E. P.O. Box 690, Beeton, ON L0G 1A0
Ph: (905) 729-0598