November 2019 Book a Meeting
Simple Goals for Living Well

This seems to be an increasingly topsy-turvy world with wacky politics and trade wars between the US and just about everyone else. And in Canada we have all just witnessed another hard-fought federal election that ended with a minority government. The question is how to navigate such tricky waters in daily life?

For example, a young client a few years ago agreed to purchase a starter life insurance program. When his insurance was approved, and it was time to deliver the contract, he wanted to wait a few weeks.

At the time, there was a lot of media buzz about...

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What You Don’t Know Could Cost You

The age old saying, ’Ignorance is bliss’, may apply to many things in life. However, when it comes to your finances, ignorance can be absolutely devastating.

Even the government is calling the startling low rate of financial literacy among Canadians an epidemic that can have catastrophic consequences for the nation’s economic future. A lack of knowledge on even the most basic financial matters has already led to a cascade of calamities that will have a far-reaching and long lasting affect on all of us.

Most of these people didn’t plan to fail; the problem is that they simply failed to...

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The Family Meeting

Phillip and Betty want their estate settled as smoothly and cost effectively as possible when the time comes. They have taken a number of steps to make sure this happens.

Phillip and Betty review their wills on a regular basis and make changes as necessary. They have discussed their wishes with each other regarding funeral and burial, and their financial and healthcare issues in the event either loses the capacity to make their own decisions.

They each completed a Personal Estate Record of their important documents and other information required to ease the settling...

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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