Spectrumly Speaking
Summer 2017   


 
Canada Day kicked off the start of summer and it was great to see so many "150" flags waving in celebration and serves as a welcome reminder that we live in a proud and wonderful country.  

With the summer mindset, everything seems to move at a more relaxed pace and at times we may be short a team member or two, while we all enjoy a bit of ``fun in the sun``.  Rest assured however, there will always be someone here to assist you with whatever you may need.
 
We hope your summer is going well and that August is filled with clear skies, relaxing days and special moments with family and friends!

 

Karen, Richard, Jeff, Janet, Ingrid and Sheila 
Sheila and Mark's Story

We would like to share a life-changing, true story with you.  A tale that we unfortunately hear about all too often. 

Are you prepared for the unexpected? 
How will you cope?   Let us help you gain the peace of mind you deserve.

The Fresh Air Brain Cure

  Here is an interesting article on how going outside can change the way we think.
   
Are you concerned that your savings may be invested in controversial companies? 
Are environmental concerns important to you? 


Then Sustainable investing may be right for you.  More information

If this type of investing interests you, ask us about how you can incorporate responsible investments into your portfolio.
Financial education begins at home
and summer is a great time to have an open and honest conversation with your children about money and how to have a healthy relationship with it for life.
Monthly Features
Seminars, Market Watch, Office News & Tips

Manulife Financial Shares
Class Action Suit
 
If you own Manulife shares you may have recently received a notice to be a part of a Class Action Law suit.

Does this apply to you? Do you need to submit the claim form before the October 9th deadline?  If you acquired Manulife shares between April 1st, 2004 and February 12, 2009 (January 26th to Feb 12, 2009 in Quebec) then the answer is 'yes'.

Many of our clients were awarded Manulife shares when the company demutualized in September of 1999 because they owned a Manulife insurance policy.   If this  is your situation and you have not purchased any shares since, you can destroy the package ~ you are not eligible to participate.   BUT, if you are a part of the dividend reinvestment share purchase plan and your quarterly dividends are buying new shares, then you may be eligible to be a part of this suit.

We suggest calling CST Trust Company at 1-800-783-9495 as they are the ones that hold your shares.  If you are buying new shares with your dividends, they should be able to provide you with a printout of the details for the period of time in question. 
 


Spectrum is proud to support our local Autism Dragon Boat in this year's Festival.

Go team A2O !! 

Wishing you the best  
of luck !!
 
 
Market Watch
Market Watch   

For those with more of an interest in what has happened in the markets this past week, click here for an update from TD Economics.
 
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Spectrum Financial Strategies
339 Huronia Road Barrie, ON L4N 8Z1

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