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Message From Terry |
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Main
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Financial
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About
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This newsletter is courtesy of Terry Fay and RetirementByDesign.ca. Please remember that while strategies outlined within this newsletter may be appropriate for some investors, you should always consult a financial advisor to determine if they are appropriate for you.
Sincerely,
Terry
Hello
:
As RRSP season and tax planning move up your priority list, let me remind you that it is always best to plan ahead.
To get a good start on this year's tax planning, book ahead. Call Lucie to set up an appointment.
This month I will be facilitating a workshop, Afterworks. The workshop goes along with this month's article; helping you prepare for retirement from a lifestyle point of view versus financial. Please contact us for more details.
- Terry
Retirement Starts; Then What?
Canadians are living longer, healthier lives. The average life expectancy for men is 76.3 years, for women, 81.7, and life expectancy at birth is continually rising. As a result, your retirement years may almost equal your working ones – 20, 30 or more. With that in mind, this information guide was written to help you make the most of your retirement.
If
you have a pension plan, you'll want to read my eBook, Maximize
Your Pension, Maximize Your Retirement. 10 Important Questions, 10 Simple
Solutions.
I've put a lot of work into this eBook and it is resource you won't want to miss. It is free for you to download from my web site but I have one stipulation, please pass it along to your colleagues who will also be receiving a pension.
All you really need to know is that we are committed to helping our clients achieve financial security and peace of mind.
Our Mission: Enhancing peoples lives by creating a positive life vision and the money to support it through our unique approach to financial planning.
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Mutual Fund Products Offered Through Dundee Securities Corporation.
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