New legislation to administer estates in Ontario after 2012 is coming …. do you have all the facts ? Click on the link to find out what’s coming.
http://www.cch.ca/newsletters/FinancialPlanning/August2011/article1.htm
Have you ever wondered if you are just like every other household when it comes to spending ? Many of us question our spending habits and in most cases, its the conversation topic most talked about amongst Canadian families. “Statscan” publish an annual survey on just that. I think it’s very well done as it is clear, simple and provides some interesting facts on what Canadians are spending their money on. It was very interesting to read that for the first time ever, cell phone services placed “ahead” of landline phone services as the annual cost was up 13% from 2008 and came in at $622 per year. Take a look at the link provided to learn some interesting facts and keep your eyes peeled in mid December for the 2010 survey.
http://www.statcan.gc.ca/daily-quotidien/101217/dq101217a-eng.htm
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Come join us Saturday October 22, 2011 for our Fall seminar that will address the good, the bad and the future of 2011. We have spent the summer asking the tough questions to money managers and grilling the investment firms on what is coming down the pipe so come out and hear our take so you can can leave with an informed opinion that is based on facts and not media or hysteria.
RSVP as soon as you can to this seminar as it will fill up and attendance is limited.
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After a great summer and lots of family time for all the Team, it’s time to say good-bye to summer and get back to school. The Team here at Ardagh Financial is well rested and anxious to explain our new Clear Vision Management Process with all of you and based on some great feedback from our clients over the last couple of months, we are even more convinced that our process must be shared and explained to each and every one of you.
We will beginning our annual client’s “Fall Call” and booking review appointments right away. The summer of 2011 has been very different from past summers in the stock markets and we are committed to relay our thoughts and research as well as summaries of the many interviews and conference calls we have had with a number of industry experts and investment firms that manage your money. Our team is ready to answer all your questions and provide insight to your “plan” moving forward.
There is lots of talk about “social networking” now-a-days and we are getting right into the thick of it. The ladies here are “really” excited about it and have launched Ardagh Financial’s first “Facebook” page. It’s an area dedictated to “women and financial affairs” led by our fanatastic team of Siobhan, Hadriana and Amy. Alot of time and energy has gone into this and it’s foundation is based on your feedback. They would love to hear from you and it only gets better if you get involved.
We wish everyone a happy return to “school mode” and “kid’s activities” and we look forward to hearing from you soon !
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Long-term wealth is the result of planning with clarity. Throughout your life, you may undergo various financial phases, from accumulation to conslidation to spending and, finally, to gifting. In each phase, the right investment decisions can protect your assets and ensure your financial security. The key is to thoroughly understand your situation. Our ClearVision Management ProcessTM is designed to provide you the information you need to make sound decisions. Moreover, our team is diversified in our specialty areas so you can find everything you need with just one visit or a call. No matter which financial phase you find yourself in, we will build a safe path for you to achieve your goals.
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