Slade Wealth Report

January 2022

Time: Your Most Important Planning Tool

Time is one of those daily realities that we usually take for granted. But when it comes to building wealth and managing investments, it is tremendously important. How you view, manage, and interact with "time" will deeply impact your financial success more than any other variable that you personally control.

The ability to think about the future - and emotionally relate to how present-day decisions impact distant financial successes - is an important skill to cultivate. Canadian sociologist, academic and consultant, Elliott Jacques, the originator of the concept of "just-in-time" manufacturing processes, wrote extensively about this concept - which he referred to...

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The 50-30-20 Rule

"At this point last January, I was determined to change my relationship with money forever," says Daniel. This is a New Year’s resolution he shared with 69% of Canadians last year1. However, unlike most others, Daniel has been able to stick with his promise to get control of his financial life. "I’d say 100% of my success comes down to working with a financial advisor who offered me a powerful way to get started and keep going."

Daniel was wise to begin his journey under the expert guidance of a financial advisor who took the time to understand his long and short-term goals.

"Without that guidance," says Daniel, "I would have given up in the...

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Building Wealth in Your 50s and Beyond

If you’re in your 50s, and thinking about your financial future makes you anxious, you’re not alone. 70% of Canadians are worried they won’t have enough money to retire1. While you can’t go back in time to save more or spend less, it’s not too late to get started.

Even if you’ve been saving diligently, your 50s are a good time to assess where things are at. Financial choices you make today could have a big impact on where you are ten years from now.

Here are some helpful tips for you to consider:

Create (or revise) a plan

Even if you already have a budget and...

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In my experience, there is only one motivation, and that is desire. No reasons or principle contain it or stand against it.

Jane Smiley

Gravitas Securities Inc. (GSI) advisors are currently licensed to sell equity securities, bonds, mutual funds, GICs and other securities that are subject to available regulatory exemptions. Your advisor may also offer insurance related investment products, life and health insurance, etc. These services are not offered through GSI, however, your advisor is duly registered to provide these services under applicable insurance legislation and the dealer approves such activity to be conducted outside of the dealer. The articles provided by various authors in this e-newsletter are general in nature and do not necessarily reflect the opinions of GSI. They do not represent a solicitation to purchase or sell any securities, whether specifically mentioned or implied. Contact us for advice regarding your unique situation before making any financial decisions based on anything discussed in these articles.

Slade Wealth Management
265N-8500 MacLeod Trail SE Calgary, AB T2H 2N1
Ph: (403) 242-1366