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Affiliated with National Financial Insurance Agency Inc. |
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What's New
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Free Educational Seminar |
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What will really happen to your estate? |
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With Guest Speakers:
James Campbell
Lawyer |
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Jean-Paul Lafrance
Accountant
Tuesday,
November 7th,
2006
7:00 PM - 9:00 PM
Click
here
for details. |
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OPEN HOUSE
Friday, Nov 3, 2006
3 pm - 8pm
1087 Concession St |
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Open an
ING Direct Account before Dec. 31st & get $13!
Call us today to find out how. |
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Don't forget to vote!
November 13th, 2006 |
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Your Money Matters
As
fall season continues, we'd like to encourage you to check out our
website, at
www.moneyconceptsrv.com. We have several power point
presentations on various topics of interest. Please see the link on
the side.
In
addition, there have been several calculators added to the site that
we thought might be of interest.
Our
new office in Russell is officially open, so if you are in the
neighbourhood, do stop in.
Watch
for our upcoming seminar in January 2007, that will be about
Retirement Income strategies.
On
the Income Trust Front
Income Trusts and changes to Pension Income sharing are the
big news this week. Clients who have money in income trusts saw a 3%
-7% downward adjustment in these funds. However, due to
diversification in your portfolios most clients are still up from
the September 30th statements.
The market correction
overshadowed the bigger news about being able to split with your
spouse up to 50% of your pension income. In addition the age credit
was also increased. If you have any questions on any of these
issues, please don't hesitate to give Lise Shannon or myself a call.
As
always we thank you for your trust & do appreciate your business.
Theresa Wever and the Money
Concepts Team. |
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Russell Location |
Vankleek Hill
Location |
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1087 Concession Street, P.O. Box
269
Russell ON K4R 1E1
Tel: (613) 445-8624 |
116 Main Street
East, P.O. Box 459
Vankleek Hill, ON K0B 1R0
Tel: (613) 678-3861 |
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Toll-Free:
1-800-250-5557 -
www.moneyconceptsrv.com |
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