Fall colours are starting to turn a bit grey now that Halloween has passed, the leaves are populating the ground more-so than the trees, and the sun is setting earlier and earlier. We at Trinity hope you all enjoyed your Thanksgiving and Halloween holidays!
In Trinity news, Rick has had many opportunities to meet with fund managers at various companies over the past few weeks. Specifically, Cecilia Mo, manager of the Dynamic Dynamic Dividend Advantage Fund, and Noah Blackstein, manager of Dynamic Power Global Growth. He has met with several other fund company representatives as well to keep up-to-speed on developments and new funds available to you.
Melissa is also busy working toward her CFP designation and we hope you will join us in congratulating her on finishing the first stage of the course. Congratulations Melissa!
I (Natalie) was invited to participate in a graduate panel discussion at Acadia University, my alma mater, a few weeks ago with second and third year business students. I was joined by two other former students, and we were thrilled to enlighten the group on life “after school” and getting the most out of their time in university.
In this edition of our quarterly newsletter Rick discusses the recent market volatility that he anticipated in our last newsletter (and why the news isn’t always right) along with the very recent announcement of new tax breaks for Canadian families, and finally the inclusion of alternative investments in your portfolio; I provide a brief introduction to RRSPs and their benefits; and Melissa gives reassurance on saying “No” to the things and people that try to persuade you to overspend.
As always, we welcome and encourage your feedback and input into the topics we discuss in our newsletters and on our website.