FEBRUARY 2016
Estate Planning
We consider Estate Planning a vital part of a healthy financial situation. For those who would like to know more about the process, here’s a link to our Estate Planning Checklist. The Checklist provides you with a quick introduction to what’s involved. We work with you to ensure your Tax, Estate, and Financial Planning needs are covered. Talk to us if your plan needs an update, or if you want to begin the planning process. Our clients with written plans in place are one step closer to financial peace of mind.
— Dwight View checklist RRSP and TFSA reminder The deadline to contribute to your RRSP for the 2015 tax year is Monday, February 29, 2016.
Read full article “Red Notice” by Bill Browder Book review by Dwight
It occurs to me that perhaps it’s a sad commentary on our times that non-fiction books about the financial world can read like best-selling spy novels, but that’s exactly what composed my Christmas reading list… five books, one by Zane Grey on blue water fishing in Tahiti, and four on the world of finance and geopolitics. Read full article Guaranteed Investment Certificates (GICs) Did you know you can purchase GICs from Jefferson|Steele Wealth Management?
After our piece on Guaranteed Investment Certificates (GICs) in our September Newsletter, we have had many good discussions with clients who had not realized we could buy GICs on their behalf. We thought it would be timely to remind clients of a couple reasons to talk to us about GIC investing.
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