BeaconPoint Financial Security Limited

As Certified Financial Planners, there are many ways that we can help clients both now & well into the future.

The attached charts shows the most underutilized advice based categories that clients either don’t ask for help on or that Certified Financial Planners don’t make their clients aware of.

We are here to help you with all of these needs to ensure that we are meeting both your short-term & long-term financial goals & then planning for your legacy goals to ensure that they are taken care of as per your wishes.

We’re all about financial planning for the entire family, so that the wealth that we build up over the years stays within the family & transfers to future generations as tax efficiently as possible.

If you have questions or need help with any of these areas, here’s a link to schedule a time on my calendar for us to connect when it’s convenient for you: https://calendly.com/jamiemadigan/intro

Have you filed your taxes?

Do you need a referral to either a bookkeeper &/or accountant? If so, let us know as we have a few great ones in our network.

The tax deadline is Monday May 1, 2023.

If you love numbers, charts & analysis as much as we do, then you may also appreciate the seasonal performance data for the major North American stock market indices.

2022 has been the worst performing year in the markets dating back to the 1970s. However, we know that markets always recover with time.

The key is having a well diversified portfolio to allow you to recover as quickly as possible. Ensure that you’re not too dependent on any one geography or industry.

The charts are a perfect example that typically not everything performs well at the same time. In October, small & medium companies outperformed the big tech giants, as can be seen with the Dow Jones outperforming the S&P & Nasdaq.

Feel free to book some time with us to review your investment portfolio options: https://calendly.com/jamiemadigan/intro

Let’s get your money working harder for you & protect what matters most to you - your family, business, health & wealth.

Every Canadian should have a critical illness (CI) policy & here are 4 reasons why.

A critical illness policy can pay out in 1 of 4 ways:
- if you are diagnosed with 1 of 20+ critical illnesses that are identified in your policy
- if you have the second event rider (optional) & are diagnosed with 1 of the top 3 conditions (heart attack, stroke or life threatening cancer, but not the same condition twice)
- if you pass away & a claim hasn’t been made & you have the return of premium at death option
- if you reach a certain age or number of years into your policy & have the return of premium upon cancellation option

Feel free to book some time with me to review your critical illness insurance options or your existing coverage to ensure that you’re properly protected: https://calendly.com/jamiemadigan/intro

Let’s protect what matters most to you - your family, business, health & wealth.