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May 2014 e-Update |
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Getting Your Fiscal House in Order
Spring is the time for backyard cleanup – especially this year!
It's also an opportune time to get your fiscal house in order.
Here are 3 areas to focus on:
Investment Portfolios - do you need to sort through the clutter?
Do your assets need consolidating for ease of administration and performance potential? Let us assess your complete portfolio, including exposure to employer-sponsored plans.
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Estate Plans - does yours need dusting?
Are your assets destined to go to your chosen beneficiaries? Jamie Golombeck's piece "The Estate Plans of Effective People" provides a simple to-do list to ensure they do.
Insurance - is your coverage enough, too much, or the right kind?
The gap between Disability Insurance (living benefit) and Life Insurance (death benefit) could be covered with Critical Illness Insurance. Our "Critical Illness Insurance" report is a great primer on the subject.
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Very best regards,
Smith Falconer Financial Group
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| CIBC Wood Gundy is a division of CIBC World Markets Inc., a subsidiary of CIBC and a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. Lois Smith and Rodney Falconer are Investment Advisors with CIBC Wood Gundy in Toronto, Ontario.
The views of Lois Smith and Rodney Falconer do not necessarily reflect those of
CIBC World Markets Inc. |
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