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Jeff McCartney, CFP

Wealth Advisor

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Issue # 7
September, 2007
The Wealth Letter
Couple on bench by the sea
 
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.
 
Investments
The Roller Coaster Markets
Man reading newspaper

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

Investments
What Rate of Return do you Expect from Your Portfolio, Part 2?
Woman WorkingDid 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.
 
Insurance Strategies
Your choices your goals!
ChiropracterWe'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
 
Wealth Management Strategies
Registered Education Savings Plans (RESPs)
Grandmother and grandchildDo 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.

 
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
In This Issue
Roller Coaster Markets
What Rate of Return do you Expect from Your Portfolio?
Critical Illness Insurance
Registered Education Savings Plans (RESP)
Quick Links
About Jeff McCartney
Jeff McCartney, CFP
Investment Executive

This email was sent to jeff_mccartney@scotiamcleod.com, by jeff_mccartney@scotiamcleod.com
ScotiaMcLeod | 40 King Street West | 48th Floor | Toronto | Ontario | M5H 3Y2 | Canada

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Jeff McCartney, CFP, Wealth Advisor, ScotiaMcLeod, 40 King Street West, 48th Floor, Toronto, ON, M5H 3Y2, (416) 865-6392, (800) 387-0489, Email

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