Arbutus Financial Services Ltd.
3rd Flr - 1275 - West 6th Avenue
Vancouver, B.C. V6H 1A6

DIRECTIONS TO OUR OFFICE

Tel: 604.731.1100
Fax: 604.731.2001

Toll free: 1.877.228.2171

Neil Menzies
Financial Advisor
nmenzies@arbutusfinancial.com

Bart Aldrich
Financial and Estate
Planning Specialist
baldrich@arbutusfinancial.com

Bruce A. H. McRae
Senior Advisor
bmcrae@arbutusfinancial.com

A MESSAGE from the Team

It is with great excitement that we present you with our inaugural newsletter.

We have been working hard to improve marketing and communications to our clients and professional colleagues. Our goal is to continue to educate you on important and significant financial planning issues, especially those that relate and impact your life.

We welcome your feedback and hope you will share our new communications with your friends and family. There are several significant ways to learn more about Arbutus Financial, our approach to financial planning and our team. You can visit us on our new web site at www.arbutusfinancial.com, subscribe to our email newsletter, read articles in our eLibrary or simply call us.

Thanks for letting us serve you better.

FEATURED ARTICLE:

Critical Illness Coverage

Coping with an illness is not inexpensive. Recovery costs are significant; involving losses to personal wages, hiring replacement staff, paying business expenses, child care costs and costs for care and treatment. Critical Illness insurance is designed to help fund these costs so you don’t have to worry about them. It provides you with a lump sum benefit if you’re diagnosed with one of the covered illnesses . CLICK HERE COMPREHENSIVE eSUMMARY

ARTICLES:	>> Medical Crisis Can Hit Even Low-Risk Clients
	>> Hedging Against Dread Disease

ABOUT US:

At Arbutus Financial, we help our clients achieve financial and life success. We work hard to cultivate strong relationships with our clients first and foremost. We focus on knowing our clients well, not just their finances. To provide high quality advice and service, we need to truly understand our clients. Then, and only then, can we help them achieve the financial security and success they aspire to.

At Arbutus Financial, we work with four distinct groups.

Click here to learn more about Our Team.

Please remember that while strategies outlined within this newsletter may be appropriate for some people, you should always consult us to ensure they are appropriate for you.

The statements and statistics contained herein are based on material believed to be reliable but we cannot guarantee they are accurate or complete. This newsletter is solely the work of Arbutus Financial for the private information of our clients. Although we are registered Mutual Fund Representatives with Dundee Private Investors Inc. (“Dundee Private Investors”), this is not an official publication of Dundee Private Investors. The views (including any recommendations) expressed in this newsletter are those of the author alone, and they have not been approved by, and are not necessarily those of, Dundee Private Investors.

Insurance products provided through multiple insurance carriers.

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