We hope our electronic newsletter finds you and your family well and having a great 2018 so far! With the mild temperatures we are currently seeing, it certainly feels more like spring than winter!
We have put together a few interesting articles and updates that we hope you may find of value. Perhaps a little something to browse between Olympic events. We are so very proud of our Canadian athletes and wish them continued success ~
Go Canada Go !!
Just like our
accomplished athletes, we strive to give you our very best. If you have any questions or concerns, we want to hear from you. Please be sure to reach out to us.
With kind regards,
Karen, Richard, Jeff, Janet, Ingrid and Sheila
MARCH 1, 2018 is the deadline to make an RRSP contribution for the 2017 tax year
Please be sure to let us know ASAP if you are planning on making a deposit before the deadline. Are you set up for electronic purchases?
RRSP Benefits - Fake News?
"In recent years, RRSPs have gotten a bit of a bad rap", notes our friend Jamie Golombek, Managing Director, Tax & Estate Planning at CIBC . His video speaks to some common myths concerning RRSP 's.
It is important to read the contract when you sign up for a credit card. Many are not aware that when you take a cash advance, you'll be charged interest starting that day. When you receive your bill, you could be charged close to a month's interest on your cash advance-even if you pay your balance in full, on time.
Spectrum Financial is a proud sponsor and supporter of LiveUp2.
Monthly Features Seminars, Market Watch, Office News & Tips
Having difficulty accessing your Investor Net ??
With the change to Worldsource's computer systems, many of you have had difficulty logging into your online account.
If you are still having an issue and not able to sign-in successfully, we would ask that you call Worldsource directly at 1-800-341-1013 and choose option #7.
They have set up a special password reset line to assist you in getting set up once again
.
We apologize for any inconvenience you may have experienced and ask for your continued support and patience during this software transition period.
SPECIAL NEEDS PLANNING SEMINAR
- March 28th
If you have any family, friends or co-workers that have a child with a disability and would like to learn more about planning for their future, please pass along this information.
