A MESSAGE from the Team

Welcome to our Fall Newsletter. It is designed to make it easy for you to do a quick scan and click on areas that catch your eye. As always, we include content we feel will be of most interest to you. In this issue, we encourage you to take a read through Managing Risk in Volatile Markets from Manulife Investments. It looks at how mutual fund managers "manage" investment risk.Our second article, What Kind of Life is Left in Your Years? is also from Manulife Financial. It addresses the impact nursing care and/or long term care will have on your financial plan. Finally, browse through the article entitled Preparing yourself and your Business for the 2010 Olympics, from Arbutus Financial.  This article provides some important dates and information you should consider as you plan for the Olympic Games.  Print this information out and put it on your fridge.

We are excited to introduce to you a new member of our team. Aaron Yick has recently joined us in the role of Client Services Assistant. Aaron, another St, George's grad (as are Neil and Gardy), graduated from McGill with a degree in Finance. He has experience in currency exchange and various areas of investments.  Aaron has a great sense of humour, is very tech savvy, and loves to get things done. His strong analytical skills are a real benefit for us, as we work on a greater number of detailed projects with our clients. Aaron works closely with Paul, Gardy and Neil, supporting their work with clients. You can learn more about Aaron by clicking here.

We thank you for the opportunity to work with you and your family. We understand and appreciate the level of trust you've placed in us to help protect you and your family's financial security and success.

If you have a suggestion for a topic you feel may be of interest to others, please let us know by contacting info@arbutusfinancial.com.

Best wishes for an enjoyable Autumn.

Featured Articles

Managing Risk in Volatile Markets

How do mutual fund managers "manage" investment risk? 

If you have invested in mutual funds, the good news is that you have hired a team of investment professionals who have been trained to manage certain types of investment risk. Unlike index funds, which simply track market indices, actively managed mutual funds can benefit from a number of tools and strategies that aim to protect investors' capital.

Mutual fund managers use a number of different approaches to help protect valuable investment capital, while they pursue long-term investment.

Click here to learn more about this important topic...

What Kind of Life is Left in Your Years?

The reality for most of us is that there's a very good chance our health and/or our spouse's health will change during our retirement years and we'll require nursing services and/or long term care. Will the retirement nest egg you've built be adequate to cover unplanned expenses? Imagine what the costs would be? Will there be enough money? And what about that legacy you'd like to leave your loved ones?

A little planning now is a step in the right direction as you head into your later years.

Click here to learn more about this important topic...

Preparing Yourself and Your Business for the 2010 Olympics

In four months, Vancouver will celebrate the opening of the 2010 Olympic and Paralympic Winter Games. This is an enormous event that our city is hosting. Almost everyone will be impacted in some way during the two week event. Some businesses will benefit greatly from the Olympics, while others will face significant logistical challenges as the city welcomes the world to this once-in-a-lifetime event.

We have put together a list of important dates, and things to consider as you plan for the Olympic Games.

Click here to learn more about this important topic...

If you have a suggestion for a topic you feel may be of interest to others, please let us know by contacting info@arbutusfinancial.com. 

Arbutus TEAM Update

To hear about the latest events happening in the lives of Neil, Paul, Gardy, Aaron, Dana, and Eddy click on the name of the individual you are interested in.

Click here to learn even more about Neil, Paul, Gardy, Aaron, Dana, and Eddy

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 to which they aspire.

At Arbutus Financial, we work with four distinct groups.
Click here to learn more about Our Team »

Please remember 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 Services for the private information of our clients. 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, Arbutus Financial Services.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.