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October 2021 Book a Meeting Client Login
 
 
Revisiting Your Financial Plan
 
 

The hits keep coming! With the recently concluded Federal election essentially changing nothing in Ottawa, there is little doubt that annual spending deficits will probably continue to reach new levels. Along with this renewed deficit spending Canadians can expect to see higher consumer prices as various economic disruptions continue to impact Canada and other nations around the globe.

What do you do? The first thing to do is do a SWOT analysis of your family situation. Review your Strengths, Weaknesses, and the Opportunities you are positioned to capitalize on and don’t forget to review any possible Threats to your financial well being...

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Moving Your Employer Pension Between Jobs
 
 

As the pandemic slowly recedes, work-life balance trends emerge. A 2021 survey1 revealed that 19% of Canadians would quit or look for a new job if required to return to the office. 25% of survey participants stated that they would return to the office but immediately begin looking for new employment.

If this sounds like your situation and you have a pension in your current job, it’s important to consider the most beneficial way to handle the funds you’ve accrued before you move on. One option is transferring your pension savings to an insurance company to purchase a life annuity. This can offer you a predictable, recurring income stream after retirement, but you won’t have any control over the management of the funds, and the...

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You may have to fight a battle more than once to win it.
 
Margaret Thatcher
 
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.