It is good timing to hear a few words from your financial advisors! With the recent developments in China and other emerging markets affected by them, Rick’s Market Watch will be of particular interest to those of you following the news.
In Trinity news, however, we would like to share a recent change to the office. Melissa is now splitting her time between our Bedford office and Kingston, Ontario where her husband was posted for his final years in the navy. We’re very happy Melissa remains a part of the Trinity team no matter which province she’s in at the time, thanks to the wonders of modern technology. Rest assured she will be available to clients for insurance and investment needs, just as she was before the move.
One of said “wonders of technology” we’ve recently deployed is a Dropbox file sharing service on our website. As I mentioned in a recent article on file safety, Dropbox is an encrypted service allowing you to upload sensitive files to a secure database, avoiding the potential insecurity of emails. Just go to our website and click on the Dropbox icon on the top of any page to upload files for any member of our team.
In broader news, also as we mentioned in our last newsletter, the mandatory RRIF withdrawal rates for 2015 were lowered. For those clients that receive RRIF payments (at the old rates) from Quadrus each year and would like to take advantage of these lower minimums, you will be able to repay the difference by February 29th, 2016.
This edition of our quarterly newsletter looks at planning for your retirement. From receiving the maximum CPP payments to planning your retirement income, we have put the pieces together to help you plan for your retirement.