Drew Ross - Financial Advisor

Sorry, one other key take away.

Market volatility like what was experienced Q4 2018 will continue for a while.

For anyone saving for goals 5+ years out, this is awesome news and where the bulk of our returns will come from for the next decade.

For anyone starting to flow money from saving into their retirement cash flow, ensure the income plan is set and protected. Volatility at this point can wreak havoc if reacting to markets after the fact. Easily done with simple, well-tested concepts like a cash wedge, GIF strategy or guaranteed income plan.

Federal Budget 2019 Sun Life Global Investments brings together the strength of one of Canada’s most trusted names in financial services, Sun Life Financial, with some of the best asset managers from around the world to offer a lineup of innovative, world-class investment solutions.

Word is getting around about using RRSPs as a deliberate tax planning tool .... as opposed to the assumption that RRSP contributions are a default transaction.

No doubt, RRSPs are great... at the right amount, in the right circumstances, at the right time, for the right outcome, in the right product.

Yes you do need to save and to plan, but don't assume RRSPs are for you!

Client appreciation event update:

Last year the client appreciation event, and advance screening of "The Last Jedi" was amazing!

Thank you to all my amazing clients for your trust!

I am DEFINITELY doing another event this year, but postponing until the March Break 2019.

March Break is March 11-15... hopefully some better options at the box office by then!