Spring 2022 Newsletter

Spring is in the air, and we hope you and your family enjoy this season of hope and change.

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

• Canadians are living  longer, with more retirement years to relax and enjoy life. See the page 2 article on what’s needed to fund a retirement that may last 30 years or more.
• Are you expecting a tax refund? It might feel like free money, but it’s your own hard-earned dollars. Page 3 has an article on how your refund can give you a financial boost.
• Many people end up with different investments in various places. You’ll see on page 1 why putting everything under one roof may help you come out ahead.

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View the full newsletter here.