A MESSAGE from the Team
Dear [fname],
Welcome to our Fall/ Winter Newsletter. In this issue we are introducing three interesting topics. A Little More Security Please connects with you investment strategies appropriate for today’s economic climate. In Market Uncertainty and Your Long Term Plan, we share a bit of history to put today’s market volatility in perspective. Finally, in Joint Tenancy Does Not Always Mean Joint Ownership, we raise some important planning points for those considering joint names on assets such as homes, bank accounts, and other investment vehicles.
Don White has recently joined our Arbutus Financial Nanaimo office. After a 30+ year career in banking, we are looking forward to Don’s insight in our team approach to financial planning.
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.
Featured Articles
A Little More Security Please
- By Paul Tidey and Gerry Bickerton
Often we are asked by clients to provide them a little more security or a little more safety or a lot less volatility, a little risk BUT I want a good return! Have we got a deal for you! We know we are starting to sound like a property vacation promoter in Afghanistan (great opportunity right now, low prices, distressed market and plenty of upside potential). So where do we look for some of the elusive “better, safer, guaranteed deals”?
Well a life insurance company for a start. Oh, did I touch a nerve? Why the heck do I want to invest my hard earned money with a life insurance company? Well let’s look at the benefits and consider your options.
Click HERE to learn more about this important topic…
Market Uncertainty and Your Long Term Plan
- By Gardy Frost and Dana Russell
Obtaining a better understanding of what has happened in the past during a market downturn will help you remain objective. Being informed of the past helps you decide on the best course of action today.
Click HERE to learn more about this important topic…
Joint Tenancy Does Not Always Mean Joint Ownership
- By Floyd Gradley, Mackenzie Financial, Estate and Trust Lawyer Tax and Estate Planning Team
Joint tenancy provides many estate planning benefits, and has some potential pitfalls if you don’t create a legal document indicating your intentions. The three joint tenancy options include “true” joint tenancy, creation of a “resulting trust” and gift of a “right of survivorship.”
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,
Gerry,
Dana,
Eddy, and
Sandra
click on the name of the individual you are interested in.
Click here to learn even more about
Neil,
Paul,
Gardy,
Don,
Gerry,
Dana,
Eddy, and
Sandra
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.
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