January 2019 Book a Meeting
BHAG for 2019!

As you look to 2019 for a fresh beginning, we invite you to set your intentions to have a breakthrough year! To do that, you are invited to reach for and set some Big Hairy Audacious Goals (BHAG)!

That’s right! Why look to set incremental goals when you can set goals that cause you to expand your horizons and reach for results beyond your wildest expectations. The idea is to invite yourself to reach beyond what you think is possible or realistic with your goals.

Perhaps this means that you will need to examine and stretch beyond limiting beliefs that hold you back from...

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How to Get the Most from Your RRSP

Introduced in 1957, the Registered Retirement Savings Plan (RRSP) is an incentive program to entice the Canadian population to save for retirement. In order to get the most from this type of savings vehicle, it is essential to plan future investments and avoid panicking to meet deadlines or taking action without fully understanding the long-term effects.

Let’s take a look at some of the most practical investment strategies to get the most from a savings scheme like the RRSP:

Make regular RRSP deposits

Most families make use of a monthly budget...

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Dealing with the Challenges of Eldercare

Scott Havens has been a great friend to everyone he’s met. Friends love Scott the mechanic from Vancouver because he helps them with car troubles and just about anything with an engine that gives them problems. He’s been known to help complete strangers stuck on the side of the road.

But this 35-year-old was not prepared to help his mother with her elder care needs. Anne Jenkins lives in one of the high rise apartments that pepper downtown Vancouver and recently discovered that her Parkinson’s Disease is advancing more quickly than expected. She stopped work and Scott has temporarily moved in with her to take care of her as her disease worsens. Now, Scott fears for the future...

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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.
Carte Wealth Management
6755 Mississauga Road Suite 425 - Mississauga, ON L5N 7Y2
Ph: (905) 366-1151