Spring 2014

This quarter’s newsletter is full of exciting content for our clients!

First and foremost, we have newly redeveloped our website! I (Natalie) have been excited for this project since I started with Trinity over a year ago, and now I am happy to lead you to the brand new trinitywealthpartners.ca

The focus of our new site is on building a resource centre for clients to turn to for financial questions and information. We already have a database of articles from past newsletters and will be updating the new site frequently to keep you in-the-loop with industry changes or topics that would be of interest to you.

Social Media will be a big part of utilizing the new website. You can keep informed of new updates from us via Twitter (@WealthTrinity), or  by subscribing to our new Monthly Digest which will share with you the highlights and popular content of the past month, in addition to our quarterly newsletters which will have more company-based news.

This issue of Money Wise hits every corner: Rick will discuss the speculation about the 2014 markets and the results of our market-prediction quiz for 2013, Melissa discusses the options of employee health benefits vs a raise in salary, and I will talk about saving by “paying yourself first”, all along with some third-party resources to help get you thinking about your finances.

Enjoy!


Articles:

2013 Market Predictions Contest

Back in September 2012 we published a contest to predict where some of the major markets and currencies would be in a year’s time. We have obviously been very remiss in posting the results of this quiz!

Your Retirement Lifestyle

Complete this quick assessment to get a snapshot of your retirement years. Even if retirement seems a long way off, this assessment can help you begin to shape your plans.

Next time you meet with us, share this information so that together we can create a clear plan. Feel free to select more than one option!

Recessions don't just "happen"

Posted 06 Jun 2014 by Rick Irwin, CFP, CLU

Markets have struggled so far in 2014, leading some to claim that the current recovery is about to hit a wall. The fact of the matter is that bull markets do not end because the markets had one especially good...

Read More

Benefits vs. a Raise

Posted 06 Jun 2014 by Melissa Allan

Many studies have shown that an employee benefit plan is actually more valuable to employees compared to a raise.  If given the option, employees indicate extreme value in their health benefits. 

The Sanofi-Aventis Health Survey1 in 2011 indicated when a...

Read More

Why Pay Yourself First

Posted 06 Jun 2014 by Natalie LeBlanc

All too often we allocate our “saving” dollars to whatever happens to be leftover at the end of the month. But is that really saving?

It can certainly be easier to let the chips fall where they may: pay the...

Read More

View the print edition of this newsletter