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!