Hi Everyone, the temperatures are falling but our Fall Newsletter is hot! Click here to read!
If you’re wondering what we can do for, this article explains three (of the very many) ways a financial planner can add value. Here’s the link! Happy reading and Happy Canada Day to all. https://www.fidelity.ca/fidca/en/expertinsights/personalfinance/financial-professional-add-value
Joint accounts can be a useful tool for estate planning but beware of some pitfalls. Things to consider before placing assets in a joint name
Had a great holiday with lots of warm weather and I’m ready to share our latest newsletter with you! Hope you enjoy and call me with any questions. Happy Spring! Click the link – Spring 2018