With the leaves changing colour and the weather being a little cooler, fall has officially arrived! We hope everyone had a wonderful summer and was able to find some time to relax and recharge. We know it has been a stressful time and a lot has been on everyones' minds. It is important to take time to do something you enjoy doing whether it is reading a book, going for walks, spending time with friends and family, or going on a trip.
Our team is doing well and over the summer we have taken some holidays. Jim took a trip to visit his brother in Kelowna and tasted some wonderful BC wines. Paula just returned from a vacation in Portugal and Ellen hit the courts and learned how to play tennis this summer.
With the long weekend approaching, we wanted to wish you a very Happy Thanksgiving! We are so grateful to have the opportunity to work with you. We absolutely love what we do and a large part of it is because of our meaningful conversations and interactions with you. We hope you have a wonderful weekend and are able to spend time with friends and family.
We also want to share a few updates from our end:
We will be sending out your quarterly portfolio reports within the next week. If you have any questions or would like to review it together, please do not hesitate to give us a call.
We have an amazing financial projection tool called myGPS. It allows us to generate a financial projection report that gives you a great snapshot of your current and future financial situation. On the myGPS page on our website, it provides more detail of the information that is included in the report. Please let us know if this is something you are interested in doing or if you would like to update your previous report. We highly recommend it and it is a very valuable resource.
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"How will you replace your current income in retirement?"™ - Jim Seyers