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RRSP deadline is February 29, 2012

January 24, 2012
Filed under: Investments    

If your RRSP is with Manulife Securities, you can make your RRSP contribution via online/telephone banking. Start by setting up Manulife Securities Investment Services Inc. as a vendor or payee. The account number will be your RRSP account number listed on the statement (please call or e-mail our office if you don't have it). Make the deposit as if you were paying any other bill. Payments typically take one to three business days to arrive at Manulife Securities. Deposits to RRSP accounts will be coded as contributions as soon as they are received at Manulife Securities and we will be able to email you a receipt directly from our office.

If you don't already have an RRSP account set up with us and would like to talk to Brad, Terry or Kris about this before the deadline, please give us a call or send us an email and we will be happy to speak with you.

Consider a Dollar-Cost Averaging approach starting this year. This enables you to ease into the market gradually and without the concern of investing a lump sum at the wrong time. You will be able to take advantage of the highs and lows of the market while smoothing the overall cost of the investment over time. If you don't already have a PAC (pre-authorized chequing plan) set up, we can set up a weekly, bi-weekly or monthly PAC to your plan directly from your bank account for amounts as low as $25 (depending on the fund company you are investing with).

Don't forget about the Tax-Free Savings Account (TFSA): it allows Canadians aged 18 and over to save tax-free for any number of financial goals and can be an effective way to supplement your income in retirement. There is no deadline for a TFSA (see attached article with some details)

AGF week in Review :  Week ending January 27, 2012

January 31, 2012
Filed under: Investments    

This article briefly touches base on global economic news as well as news on top companies this past week

AGF week in Review :  Week ending January 20, 2012

January 24, 2012
Filed under: Investments    

This article briefly touches base on global economic news

Traveling abroad? Make sure you have the right travel insurance

January 05, 2012
Filed under:

The benefits available to you include:

Emergency Medical Insurance: Covers you up to $5,000,000 for expenses as a result of emergency medical attention required during your trip.

Trip Cancellation & Interruption Insurance: Available as a single plan or as a single-trip All-Inclusive Plan and covers you up to the amount of coverage you purchased to a maximum of $3,500 before your departure date and up to the actual cost after your departure date to a maximum of $3,500 (up to a maximum of $5,000 per trip and $7,000 per policy year for a Multi-Trip All-Inclusive Plan) if you are unable to travel or your trip is interrupted due to a covered event.

Baggage Loss, Damage & Delay: Covers you up to $1,000 per trip (up to a maximum of $3,000 per policy year for a Multi-Trip All-Inclusive Plan) for loss or damage to your baggage and covers you up to $500 per trip (up to a maximum of $1,500 per policy year for a Multi-Trip All-Inclusive Plan) for baggage delay.

Flight Accident: Covers you for $100,000 for death or double dismemberment, or $50,000 for single dismemberment.

Travel Accident: Covers you for $50,000 for death or double dismemberment, or $25,000 for single dismemberment.

To get a free quote or apply on-line click on Manulife Travel Insurance

Winter 2011/2012 Winter Solutions Magazine

December 15, 2011
Filed under:

• Find your comfort zone - Putting risk into perspective is the key to long-term investing success

• Is borrowing to invest right for you? - Investment leverage can be a powerful wealth - building strategy

• Because life happens - You can't predict the future but you can protect it

Please click on the attachment to read the Winter Solutions magazine.

To order a hard copy, please email your request to: .(JavaScript must be enabled to view this email address)

Fall 2011 Solutions Magazine

November 17, 2011
Filed under: Retirement & Estate Preservation    

Please click on the attachment to read the Fall 2011 Solutions magazine.

To order a hard copy, please email your requests to .(JavaScript must be enabled to view this email address)

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