By We hope you and your family are doing well and that you’re enjoying the fall.
We’re pleased to provide you with the latest issue of our newsletter, covering a variety of financial topics – from investing and retirement planning to family finance and estate planning. Here are some highlights:
• It’s common in a couple for each spouse to assume responsibility for specific tasks or duties. Find out on page 3 why financial matters should involve both spouses.
• If you wait until December to take care of all financial to-dos with an end-of-year deadline, you could be in for a hectic month. A page 4 article shows the to-dos you can start planning now.
• Start Canada Pension Plan (CPP)/Quebec Pension Plan (QPP) benefits early and you’ll collect for more years. Delay the start and increase your benefit amount. Deciding when to begin isn’t always easy, but you’ll find some helpful information on page 3.
Please get in touch anytime you want to discuss your investment program, whether for a brief chat or a formal portfolio review.
Here is the Fall 2024 edition of our quarterly newsletter, including these useful articles:
Please get in touch anytime you want to discuss your investment program, whether for a brief chat or a formal portfolio review.
