June 2016

Now that we’ve been graced with some decent weather the Trinity crew has been busy cleaning up our yards, getting summer-ready and, for some of us, running!

Rick, Lorna, and I participated in the Blue Nose 10km run over the May long weekend, running with the YMCA of Greater Halifax/Dartmouth’s Strong Kids team. On top of finishing the actual run, Trinity made a generous donation to the YMCA’s Strong Kids campaign, supporting the kids who ran (pictured) and who participate in YMCA programs throughout the city.
This spring we’re also celebrating two years since Patricia Bell joined us at Trinity Wealth. It’s been a pleasure having her and her clients in our office and now become hard to imagine not having her around. Her gift to herself? A new puppy!

This edition of our quarterly newsletter is full of some key insights into the market’s recent behavior from our advisors as well as the fund managers Rick often selects for your portfolios. Patricia talks about the importance of financial communication for newlyweds, Melissa highlights some recent changes to insurance eligibility, and Lorna discusses TFSAs for new Canadians. Happy reading!



Trinity's Team Market Watch

Posted 22 Jun 2016 by Rick Irwin, CFP, CLU; Patricia Bell, PFP; Melissa Allan; Lorna Maughan

Markets the world over have recovered somewhat over the past few months after a rocky start to the year, but a corresponding currency recovery in the Canadian dollar erased much of the gains for Canadian investors. The Toronto stock market,...

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Views From Our Fund Managers

Posted 17 Jun 2016 by Rick Irwin, CFP, CLU

One of the most important roles of a financial advisor is to identity and recommend fund managers to entrust with a portion of client assets. I do not pick a fund manager based on a recent hot streak or high...

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'Til Debt Do Us Part

Posted 01 Jun 2016 by Patricia Bell, PFP

Ah yes, long sunny days, flowers in bloom, warm starlit nights. It’s officially wedding season! We’ve already attended two weddings this year and our eldest son and his partner are busy planning their own celebration next year.

Exchanging various versions...

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Recent Insurance Eligibility Improvements

Posted 13 Jun 2016 by Melissa Allan

I’ve been a licensed insurance agent for over 10 years and cannot count the number of times I’ve explained to clients that insurance companies are cautious in certain situations and therefore we sometimes see ratings due to the increased risk...

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Can new Canadians open a TFSA?

Posted 06 May 2016 by Lorna Maughan

Now that I have been here in Canada for over a year I am starting to look into ways in which I can invest some of my savings in the most tax efficient way. In Canada one of your options...

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View the print edition of this newsletter.