As we all work our way through recovery from the pandemic, it’s only natural to reflect on the past couple of years. One thing we know is that calamities may strike without warning – and if you’re not prepared, it can make it all the more challenging.
Preparing for the unexpected is the theme of an article on Page 4. We outline ways you can plan in advance for the financial consequences of situations or hardships that can happen to anyone.
In this newsletter, we cover two investment topics of interest. The article on Page 1 looks at one of the best times to invest. It should prove helpful if you’ve ever wondered about increasing contributions when markets are booming or holding off on investing when markets have fallen. The Page 3 article examines an investment style that’s flourishing in Canada – responsible investing.
Estate planning is the subject of the remaining articles. On Page 2, we describe several situations when you may want to control how your heirs receive their inheritance. An article on Page 4 highlights a way that couples can offset an estate’s tax liability, and it’s a strategy not everyone thinks about.
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