Lismar E-Newsletter

August 2022

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New Investia Mobile App!

We are pleased to introduce the Investia app, our brand new application that lets clients navigate through the Investia Client Portal directly from their mobile devices.

With the Investia app, you can access your account information easily and free of charge.

Ready to use our new app? Click on the link below for instructions!

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How’s Your Group Life Insurance?

Owen is married and has two children. He has been working at the same company for over five years and relies heavily on his employee group plan for his life insurance needs. A new single co-worker got the same benefits after only 90-days and Owen wonders if his group insurance can let him down.

Owen learned that group benefit plans treat all employees the same, regardless of individual needs. Coverage amounts may be determined by income, but a single worker with the same earnings will get the same benefit as a married worker with children.

Many plans offer the option of additional coverage for extra premium. However, the total amount of coverage available is limited and...

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Dealing with a Family Cottage

When Jesse and Kae Burke purchased a vacation cottage 30 years ago, they knew it was a good investment, but creating time for family was their primary goal. Indeed, the property value had appreciated considerably, but more importantly, it had given them a lifetime of memories with their children and, more recently, their grandchildren.

Today the couple is in their 70s with two grown children. Jennifer lives nearby with her husband and children. Doug and his wife live in the USA. The Burkes own their primary residence and have sufficient investments to maintain their lifestyle.

However, they no longer want the responsibility of maintaining their cottage. Uncertain about how to move...

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You don’t always need a plan. Sometimes you just need to breathe, trust, let go and see what happens.

Mandy Hale

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Please read the prospectus of the mutual funds in which you invest. 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. Mutual funds, and/or exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. (Investia).

Lismar Financial
#43 First Street Orangeville, ON L9W 2E3
Ph: (888) 265-6669