Dear Jeff,
Welcome to The Wealth Letter (previously The
McCartney Report). The change of format is
designed to simplify the report for you, the
reader. By scrolling through the e-mail, you can
choose the articles that are of interest to you and your
family. Simply click on the link.
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Investments The Roller Coaster
Markets
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Over
the past month, volatility in global financial markets
has increased substantially. Although this is a
difficult time, we've been here before. Continue
Reading
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| Investments
What Rate of Return do you Expect from Your
Portfolio, Part 2? |
Did you take last
month's challenge? For those who are receiving the
Wealth Letter for the first time, I issued a challenge
in last month's issue. To take the challenge or find out
what the next step is click here.
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Insurance Strategies
Your choices your
goals! |
We've all thought about our
future at one point or another; we've all dreamed about
the things we plan to accomplish in our lifetime.
And, by living well and making healthy choices, we keep
our goals in sight - living out our dreams in a happy
and healthy retirement. That's the plan. But
what about the things we can't plan for?
If you
were faced with a critical illness tomorrow, how would
your plans for life change? Continue reading
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| Wealth Management Strategies
Registered Education Savings Plans
(RESPs) |
Do you have young children,
grandchildren, or nieces and nephews? Would you
like to contribute to their education and do it in a tax
efficient manner? Click here to learn
more.
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I hope you've enjoyed this new format for
delivering Investment, Insurance & Wealth Management
Strategies to you and your family. Any comments
that you have would be welcomed and encouraged..
Sincerely, Jeff McCartney, CFP
Investment Executive ScotiaMcLeod (416)
865-6392
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Jeff
McCartney, CFP Investment
Executive
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