The time of year that we reluctantly throw on a sweater after supper has arrived. Summer isn’t over just yet, but we can certainly begin to feel the fall chill already. Hopefully you have had a good opportunity to enjoy the sunshine and didn't experience too much damage from the Arthur storm!
First of all, in Trinity company news, we are happy to inform you Patricia Bell has joined the team here at Trinity. Patricia has been in the financial planning industry for close to 30 years and is a licensed advisor with Quadrus as well as being a licensed insurance broker. She is a very active volunteer at Bedford United Church and, along with her Golden-Doodle “Chester”, she works with the St. John Ambulance Therapy Dog Program. Welcome to the team Patricia!
In other news, Rick had the opportunity to travel to New York in June with Capital Group investments and meet with some excellent fund managers and advisors. During the conference he was able to hear many managers’ and advisors’ opinions on global investing and active fund management to assist in building and maintaining effective investment portfolios. You can read the Forum Highlights here.
This quarter’s newsletter features some of the highlights of our resource centre, including Rick’s market commentary and insights into the RRIF withdrawal rates, Melissa’s comparison of common-law and marriage, my introduction to RESPs (just in time for school!), and Patricia’s introduction to investment asset classes
As always, if there is any topic area you would like to see covered in our newsletter or our online resource centre, let us know.