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January 2022 Newsletter

Posted on: January 6, 2022

Market and Portfolio Update

Surprisingly with all that has happened, markets were not nearly as volatile as one would have expected. 

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Monthly Feature

TFSA and RRSP Contributions

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You asked, we listened.

Estate Planning: A Will that Works

Estate planning is an essential component of a successful wealth management program. A good estate plan will provide you with the peace of mind that comes from knowing your family will be taken care of, and your financial affairs will be in order and administered according to your wishes. An important key element of any estate plan is a Will.

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We hope you enjoyed this month's newsletter. 
We are dedicated to keeping you informed and believe that higher, continuous education will push the securities industry to become more inclusive, transparent and accessible. 
If you know someone, be it a family member, colleague or friend, who can benefit from what you have learned today, please feel free to share this newsletter.