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December 2019 Book a Meeting Client Login
 
 
Anyone ready?
 
 
Anyone ready?

I know, I know, it happens at the same time every year … but does anyone else feel like this Christmas has snuck up on us? Are you ready?

Ready for the family, friends, presents, food … this time of year is so busy with activities and events. We stopped recently to gather around our little office tree and...

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The Magic Wealth Ingredient
 
 

There is a legend about a successful financial advisor in Warren Buffett’s stomping grounds of Omaha, Nebraska. It is reported that this advisor has learned the art of communicating the basics of wealth building with the local farmers. The advisor, who we will call Fred Smith, greets clients in his office with a window behind his desk that overlooks fields of blowing wheat and corn.

Many clients look at him skeptically when he explains the simple power of investing for the long-term and multiplying their savings into large amounts of money from their modest savings. They often blink at him with glazed over eyes and ask: ’How can this be?’.

To demonstrate his point about the magic of compound growth by owning a share of the growing profits over time of a group of world class equities...

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Choose Wisely
 
 

Almost everyone agrees that it’s a good idea to have a will. However, it is estimated that about half of Canadians do not have one, and it is likely that many wills are out of date, perhaps even invalid.

Not having a will can make the sorting out of your estate unnecessarily expensive, complicated and time consuming. When having your will prepared, one of the most important decisions you will make is who you would like as executor.

An executor’s responsibilities include finding out what your assets are, where your assets are and what your assets are worth; protecting your assets; paying outstanding debts; preparing your final tax returns; and, making distributions to your beneficiaries. It’s important to choose the right person to take care of this often demanding task.

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To succeed in life, you need three things: a wishbone, a backbone and a funny bone.
 
Reba McEntire
 
Mutual Funds Provided Through FundEX Investments Inc. 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.   Full Disclaimer - Privacy Notice