Recent News
Maturity Matters - Winter Edition
In this issue of Maturity Matters, produced by the CPCA: Seniors and Gambling, Correcting a Person with Alzheimer's Disease, and other healthy living tips.
Assante Well-Advised Winter Newsletter
The most recent Winter 2012 newsletter is now available.
In this issue: Wondering what to do when markets are uncertain? // Prepare to enjoy a long and happy life // Take action now to pay less tax next year // How to keep your New Year's financial resolutions
Fall Newsletter
The most recent Fall 2011 newsletter is now available.
In this issue: Your investor personality: Key to lifelong financial planning // Are you on track in funding your child's education? // Marital status changed? So should your financial plans
The Cost of Retirement
In this issue of the Maturity Matters Newsletter Cheri Crause, CPCA discusses the cost of retirement. Also included: Heart Healthy Recipies and learning how to care for your parents when you learn that they have diabetes.
Aging Issues
Do you have aging parents? Stay informed with practical advice by reading the recent Maturity Matters Newsletter.
Summer Newsletter
The most recent Summer 2011 newsletter is now available.
In this issue: Is a buy-and-hold strategy still valid? // A portfolio to keep your income, health and family safe // Advising your family // Prepare for the hidden challenges of an empty nest
Spring Newsletter
The most recent Spring 2011 newsletter is now available.
In this issue: Wondering how much you need to retire? // Spousal strategies for saving tax // Diversification makes a world of difference // How to plan for possible long-term care.
Winter Newsletter
The most recent Winter 2011 newsletter is now available. This issue covers the relevance of an RRSP as well as equalization in estate planning.
November, 2010
We are pleased to announce Don and Josie have each earned the Certified Professional Consultant on Aging (CPCA) designation. For more information on this designation, please visit: http://www.cpcacanada.com/outstanding_service_public_protection.html
October, 2010
Our Client Audit results have been tabulated and we are pleased to report 80 pf our client families participated in the survey and our team received an average score of 4.9 out of 5. We will be discussing pertinent aspects of the survey during our client meetings. Thank you for participating!
Recent Newsletter
Our most recent newsletter can be read by clicking here. You can always check back on past newsletters by browsing our Newsletter Archive as well.
