January 3, 2023

Winter 2023 Newsletter

Happy New Year!

We hope you had a pleasant holiday season and enjoyed ringing in 2023. Best wishes for a year of good health and happiness for you and your family!

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

  • Have you thought about making a financial New Year’s resolution? See the page 1 article for a way to make a resolution you will keep.
  • When should you retire? Find out on page 2 to determine your retirement date.
  • We’re now entering RRSP season. Or are we? An article on page 3 tells why “RRSP season” is all year round.

Please get in touch with us anytime - whether for a brief chat or a formal strategy review.

View the full newsletter here.