We hope you and your family enjoyed the holidays, and we wish you a happy new year.
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:
•Several to-do’s arise when retirement nears. On page 1 you’ll learn what they are, which items you do on your own, and which to-do’s you take care of with our input and guidance.
• It’s common to name your spouse or child as the beneficiary of a registered plan without giving the choice further thought. Find out on page 2 why you should consider all options.
• In recent years, tens of thousands of Tax-Free Savings Account (TFSA) investors paid overcontribution penalties. An article on page 4 helps make sure you’re not one of them.
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 Winter 2025 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.
