Protect Your Wealth From Inflation
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Have you ever stopped to think about the sneaky little dance happening in your wallet every single day? It’s a constant tango between inflation and its inseparable partner, purchasing power. The truth is, you really can’t have one without the other!
Most of us don’t spend our free time pondering economic concepts, but understanding purchasing power is absolutely crucial if you want to hit your long-term goals and...
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Group Insurance Will Look After Me, Won’t It?
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Sally has been working for the same company for over twenty years. About a year ago, she was given a new group benefits booklet because her employer had switched insurance companies. Like most people, she put it aside and intended to read it when she "had the time.” Sally was just diagnosed with terminal cancer and made the time to read her group booklet. She was upset to learn that the life insurance coverage with the new insurer was only one times annual earnings. The previous coverage had been two and a half times annual earnings.
Peter had a serious lung infection and spent several weeks in hospital for treatment. He also stayed at home for over a month to recover...
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Make Your Retirement Savings Go the Distance
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Hey there! If you’re gearing up for retirement–or already enjoying it–you might be wondering how to make your hard-earned savings stretch as far as possible. It’s a huge milestone, and no matter how modest your starting balance is, you want to ensure your nest egg lasts just as long as you do.
Many people think that upon retiring, they must completely change how they manage their investments. The old-school rule of thumb used to be: "Once you stop working, move everything into...
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Don’t watch the clock; do what it does. Keep going.
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Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed or covered by the Canada Deposit Insurance Corporation (CDIC). For funds other than money market funds, unit values change frequently. For money market funds ,there can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Past performance may not be repeated. The information in this email newsletter is general information only and is the opinion of the owners and writers. It is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. The information contained here may include estimates, projections and other "forward-looking statements." Actual events may differ substantially from those presented herein. We make no representation that future investment performance will conform to past performance and it should never be assumed that past performance foretells future performance. All information provided is believed to be accurate and reliable, however, we cannot guarantee its accuracy. Please consult an appropriate professional regarding your particular circumstances. Worldsource Financial Management Inc. will not be held liable for any inaccuracies in the information presented. Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Additional services provided through Fitzsimons Financial.
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Fitzsimons Financial 785 Wonderland Road S
Suite 251A, London, ON N6K 1M6
Ph:(519) 641-8019
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