Hitting Your Financial Goals – Despite Economic Uncertainty
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Let’s be real–there’s always something going on in the world that makes you question if now is the right time to invest or save. One minute it’s inflation, the next it’s interest rate hikes or global turmoil. But here’s the truth: financial success isn’t about timing the perfect moment. It’s about building habits and sticking to a few core principles, no matter what’s going on out there.
Here are five time-tested concepts that can help you reach your financial goals–even when the headlines are screaming doom and gloom...
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Are You Missing the Mark on Retirement Planning?
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Here’s the thing–many Canadians are great at setting money aside in their workplace retirement plans. But when it comes to actually figuring out how much they’ll need in retirement and whether they’re on track to get there? That’s where things fall apart.
A survey from Ipsos Reid back in 2015 found that only about half of Canadians follow a financial plan–and even fewer are saving regularly for long-term retirement goals. That’s kind of a big deal...
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The Unexpected Reality of Eldercare
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Scott Havens* is the kind of guy everyone wishes they had in their life. At 35, he’s the go-to mechanic in Vancouver who never hesitates to lend a hand–whether it’s helping a buddy fix a transmission or pulling over to help a stranger with a stalled engine. He’s the definition of dependable.
But nothing prepared Scott for what happened when his mom, Anne, needed him in a whole new way.
Anne, who lives in a downtown...
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My best friend is the one who brings out the best in me.
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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
209-1069 Wellington Road, London, ON N6E 2H6
Ph:(519) 641-8019
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