Spectrumly Speaking
August 2015  


We hope this newsletter finds you and your family well and having an amazing summer!   It sure has been a warm one!

As we slowly creep into the fall season, our thoughts begin to change from summertime fun to perhaps more rigid schedules with work and school.   This is the perfect time to review and update your planning.  We want to ensure we are on track to meet your goals and discuss any upcoming challenges or obstacles that we need to prepare for.   Please give Sheila a call to schedule a time for us to get together.

Wishing you many more sunny days ahead!

   Karen, Richard, Jeff, Janet, Ingrid and Sheila
Do you travel a few times a year?
 
Then you need to explore this innovative, new  Emergency Medical Travel Insurance Plan

  • One policy that covers any number of 30 day trips
  • Guaranteed renewable, even if your health changes, up to age 80
  • Lock in your age at application time
  • Returns 50% of your premiums if claim-free for 10 years

If you are young, in good health and plan on being a long-term traveler, then this policy is for you!


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Indulge your love of travel without worrying about
your health insurance every time you  

take a trip.  

 

Call us today for details and a free quote on this unique  

Travel Insurance program from Manulife Financial. 
   
What would you do with
2,000 more hours??

With each passing year, people only seem to get busier.  Between work and personal commitments, many of us struggle to find time for everyday responsibilities, let alone free time.

Continue Reading ...
Our Top Investment Tips for making Big Bucks in 2015

Click here for
"Your Investment Chuckle
of the Day !!"
Thinking of Incorporating
Your Small Business?   

Written by our colleague Marcy Ages, Vice President & Certified Professional Consultant on Aging, B.A, CIM, CFP, CPCA, CLU at TE Wealth 
We are very pleased to be sponsoring the Autism Dragon Boat again this year in the 2015 Barrie Dragon Boat Festival.  

If you are in the area on Saturday, August 22nd, be sure to come by the waterfront, check out the event and cheer Karen & the A2O team on!!

Click here to go direct to the Festivals website and event details.

Spectrum Team


Following your  

Spectrum Team ...  


We have upgraded our Client Database software to benefit from newer technology and efficiencies.     

However ~ There is always a learning curve and a tedious data migration process we are initially challenged with.    We are being extremely careful to verify the accuracy of the data in our new system. 

If you do happen to notice anything that has changed or is incorrect with your contact information, please inform us immediately.              Thank you!!