Quarterly Newsletter: Why goals-based investing matters

Why goals-based investing matters

We hope you and your family are doing well and enjoying the start of spring. 

We’re pleased to provide you with the latest issue of our newsletter, covering a variety of financial topics – from investing and wealth planning to personal finance and retirement planning. Here are some highlights:

• After many years of meagre returns, GICs have recently offered more attractive yields. An article on page 3 discusses what this means for your investments.
• It’s well known that a Tax-Free Savings Account (TFSA) can meet a variety of needs in our working years. Find out on page 2 how a TFSA is also versatile in retirement.
• Sometimes you might wonder if a large expense will affect your financial situation. Read about the spending-saving balance on page 3.

Here is the Spring 2024 edition of our quarterly newsletter, including these useful articles:

476ACP-INV-SPRING2024

Please get in touch anytime you want to discuss your investment program, whether for a brief chat or a formal portfolio review.

Have any questions? Reach out to us.