March 28, 2024

Spring 2024 Newsletter

Good Afternoon,


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:

  • 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.

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


Happy Easter!


The Adamson Wealth Group Team

View the full newsletter here.