May 2019 Book a Meeting
 
 
Looking at Investment Returns

A major Canadian financial institution ran an investment promotion earlier this year that promised attractive returns for GIC-type investors, who needed higher returns to generate income.

While dealing with an advisor from this particular institution on another matter, the conversation turned to the details of their offer.

The highlighted promotion offered a much higher monthly income than a normal payout GIC. The advisor confirmed that the product was a...

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Be Prepared for Emergencies & Opportunities

Randy worked for a small business. When the owner died suddenly, the business accounts were frozen and it took several weeks before they could be accessed to meet payroll. Randy had trouble meeting his financial obligations and had to find a new job.

Jane worked at a small company for many years. When the owner decided to retire, she offered to sell the business to Jane. As she didn’t have the funds available, the business was sold to someone else. The new owner let Jane go shortly after taking over.

Joe and Gayle had been renting a house for several years. When the owners decided to sell, they offered it to Joe and Gayle first. Because they didn’t have enough for a down payment, they couldn’t afford to...



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Will I Need Long Term Care?

Many mistakenly believe that if they need Long Term Care, either in their home or in a facility, the cost will be covered by provincial health care or other government agencies.

While certain programs are available, a large portion of these costs become the responsibility of the patient or their family.

John and Ellen, in their early sixties, retired. They were looking forward to traveling and visiting with their grandchildren.

Within a few months, Ellen’s parents were no longer able to look after themselves and asked John and Ellen for help. They extensively renovated...



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Life is like riding a bicycle. To keep your balance, you must keep moving.
Albert Einstein
 
Jason Pugliese provides investment advice and securities/products through Aligned Capital Partners Inc. (ACPI). Jason Pugliese is a member of ACPI, a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). Jason Pugliese provides financial planning services and is licensed for the sale of life insurance products and investment products. Jason Pugliese is registered through separate organizations for each purpose and as such, you may be dealing with more than one entity depending on the products purchased. Jason Pugliese will provide the name of the entity being represented when insurance/financial planning business is conducted. The sale of insurance/planning products is not the business of or under the supervision of ACPI, and ACPI will not be liable or responsible for such activities. All non-securities related business offered by Fundeco Financial is not covered by the Canadian Investor Protection Fund (CIPF). Non-securities related business includes, without limitation, advising in or selling any type of insurance product, advising in or selling any type of mortgage service, estate and tax planning or tax return preparation.
 
Fundeco Financial
50 Main St. E. P.O. Box 690 - Beeton, ON L0G 1A0
Ph: (905) 729-0598