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Market Outlook for 2015
What challenges do investment managers foresee for the
coming year?
How will we be effected by oil prices, interest rates and currency swings?
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 SPRING SEMINAR SERIES in Barrie, ON
April 1, 2015
Special Needs Planning & the RDSP
May 12, 2015
The Role of the Executor**Watch your inbox in the coming weeks for your invitation
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For those of you that made
'Putting your Financial House in Order' a New Years Resolution, here are
some helpful tips and reminders:
- RRSP Contribution deadline for the 2014 tax year is March 2, 2015
- Have you made your 2015 Tax Free Savings Account deposit yet for this year?
- Need help with managing your cash flow? We have a helpful tool on our website to help you. Complete our Calculator, save your file and email it to us for evaluation/suggestions.
- If writing/updating your Will and speaking with your family about your wishes is on your Resolution list, send us an email and request a copy of a 'Will Planning Workbook' and/or an 'Executors Reference Guide' to assist you in the process.
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To Hedge or Not to Hedge, that is the question ...
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Failure Provides Deep Roots for Growth
Do you sometimes feel like you are banging your head against the wall and not getting ahead?
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 | Rethink Retirement Planning |
Here is a very brief, simple, message on planning
for your future and retirement.
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Will you be Traveling this Season? Here are a few tips so that you can enjoy your holiday to the fullest! |

We are very pleased to introduce you to, Jeffrey Schreiter, CLU, CFP, CH.F.C. the newest addition to our Spectrum team!
Jeff is taking on the role of Business and Personal Insurance Specialist and will be available to assist our Ontario clients with providing the comfort and security that comes from knowing that their lifestyle, income and loved ones are properly protected. Welcome Jeff !! "Jeffrey Schreiter is associated with Spectrum Financial Strategies only and is not registered in any capacity with Worldsource Financial Management Inc. (WFM). WFM is responsible for mutual fund-related business activities conducted by its Registrants, and is not responsible for the business activities of other related or unrelated individuals and/or organizations."
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"The pessimist complains about the wind; the optimist expects it to change;
the realist adjusts the sails."
- William Arthur Ward
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