BTR Newsletter - January 2022
STAYING CONNECTED & INFORMED
Welcome to the latest edition of our Newsletter! Feeling connected is vital to our well being, especially during these difficult times. We hope this communication helps to achieve that. If you have any questions or comments, please reach out- we would love to hear from you!
Bryan Rindal B. COMM, CFP
FINANCIAL PLANNER - MANULIFE SECURITIES INCORPORATED
LIFE INSURANCE AGENT - BTR FINANCIAL PLANNING INC.
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Preston Rindal B. COMM
FINANCIAL ADVISOR - MANULIFE SECURITIES INCORPORATED / BTR FINANCIAL PLANNING INC.
Happy New Year!
We hope everyone is doing well. Some office news… first of all, welcome to our newest Administrative Assistant – Shannon Siwak. Shannon has a financial background and a warm, welcoming personality and we are happy to have her be part of our team.
If office visits may seem to “take a little longer” than usual, chances are they will. In our continued effort to provide the best possible service, all personal client information will be updated more frequently – so please allow yourself a few extra minutes. A “Personal Financial Worksheet” can be found at the bottom of the page in our Client Centre section on our website. This will be our information gathering template. Collecting and updating regularly: general information, annual income, net worth, monthly cash flow, provides us a clearer picture of where you are, where you want to be, and also helps us ensure proper risk placement of your funds.
Just a reminder, signing up to Manulife.ca allows you to keep track of your account online and access any tax documents, statements at your convenience.
As always, if you have any questions, concerns or if you would like an account statement, please call our office.
Take care,
BTR Financial Planning Team – Bryan, Preston, (Gloria), Shannon and Candice.
BTR Financial Planning Market News - Q4 2021
We’ll get to our destination but there will be pit stops along the way
Many of us have fond memories of piling into the car and embarking on a road trip to a desired destination. There were often ‘pit stops’ along the way—those that we anticipated, like stopping for meals or gas, and those that were unexpected, like road construction or a flat tire. Despite these short-term setbacks, we would inevitably reach our destination.
Good News!
Your Manulife Securities account statements and trade confirmations are now available on Manulife online access.
Learn more about the important updates and new features.
FROM OUR INSIGHTS & ARTICLES
As financial professionals, part of our job is to keep our clients aware and informed. Here are insights and articles that we found particularly helpful.
Estate Planning in 2022: Do You Have These Documents Prepared?
Estate planning is an often complex financial process that nearly all investors should consider. It includes reviewing legal and tax implications, investment strategies and personal questions to ensure your estate is set up efficiently.
How Your Money Mentality Should Change in Retirement
Retirement changes everything. If you’re retired (or nearing retirement), you’ve worked long enough to see a vastly transformed economy. Has your money mentality changed with it?
Business Owners: Should You Consider a B Corporation?
If you prioritize sustainability and environmentally focused business practices, your company may benefit from obtaining a B Corporation designation.
Back to Basics: 9 Common Insurance Mistakes to Avoid
Choosing an insurance policy that works best for you and your family is so important. When you shop around and find the correct one, it can not only benefit your health but save you money.
LET'S STAY IN TOUCH
We are committed to promoting a good balance of market news, personal updates and helpful lifestyle articles. View our website, and connect with us on any comments or questions you may have.
B T R Financial Planning
MANULIFE SECURITIES INCORPORATED
1102 - 1St Ave W, Prince Albert, Saskatchewan, CA S6V 4Y6
Phone: (306)763-8287 | Toll Free: 1-888-697-0457 | Fax: (306) 763-8285
Email: [email protected]
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