It is hard to believe it is officially fall with the warm weather we've been having the past couple of weeks. As our extended summer is coming to an end, we want to wish you a wonderful fall ahead and 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 due to the meaningful conversations and interactions we get to have with you. We hope you have a fantastic long weekend and are able to spend a few moments to appreciate the aspects of life in which you are grateful for.
Our team would like to share a few updates from our end and what we are thankful for:
As of April 11th, Jim is officially a grandfather! His eldest daughter, Laura, and his son-in-law, Erik, welcomed a beautiful baby boy named Maverik James into the family. Jim has been soaking in every minute by watching Maverik change and grow oh so quickly.
Paula is looking forward to her upcoming trip later this month. She will be going to Croatia and will make a stop in Italy where she will get to spend time with some extended family.
Ellen recently went on a trip to Sicily, Malta, and Rome with her younger siblings to celebrate their new roles as aunts and uncle. She is very grateful to have had the opportunity to travel with Sarah and Jacob.
We also want to highlight a few items from our office:
Quarterly Reports
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.
Upcoming Event – Longevity: Planning for the road ahead
Join us for an engaging, informative session on planning for your later life stages presented by RBC Royal Trust and Elder Caring Inc. Our expert guest speakers will share actionable insights, along with resources and services available to you, your family and caregivers, to help ensure your years to come are informed, connected, secure, and in your control.
Attendance is complimentary, but space is limited. Kindly RSVP by October 9th.
myGPS: Financial Projections
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. The myGPS page on our website, provides more detail of the information 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 as it is a very valuable resource that can also be used for Estate planning purposes.
Subscribe to our blog, Jim’s Thoughts
We share new blog posts every month that may be of interest to you. To be notified when we share a new post, you can subscribe through our website to receive an email notification or you can like our Facebook page and connect with us on Linkedin. Here are a few of our most recent posts:
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E-Statements
Please let us know if you would prefer to receive your monthly statements or quarterly reports electronically. Instead of receiving paper documents by mail, they can be uploaded to your RBC DS online access. If you would like to continue receiving paper statements, we will happily continue sending them. The choice is yours!
"How will you replace your current income in retirement?"™ - Jim Seyers