Edmonton Retirement Planner

Financial Calendar

It's easier to stay on top of your financial commitments if you do your reviews at the same time of year that you may have to deal with that particular issue.

July & August	Life insurance* - Summer time is a great time to review your life, disability and critical illness insurance needs.
September & October	RESPs - What better time to review your child's RESP savings plan than at the start of another school year. Review your calculations and make sure that your child's current RESP plan will provide the necessary post secondary funding.
November to February	RRSPs - Now is the time to make sure you have contributed the maximum to your RRSP for the current year so you'll realize your maximum tax credit.
March & April	Tax saving strategies - Tax time is probably the most dreaded time of year for most Canadians. Yet it is also a time of opportunity, You've just completed your tax return and most of your tax related "numbers" are fresh in your mind. What better time to implement your tax savings strategies that you will use on next years tax return. Implement those strategies now so they'll have maximum impact on next years tax return, thinking about implementing them but not doing so until November is a waste of another years worth of write offs.
May & June	Financial plans & performance evaluations - A great time to review that financial plan and make sure those long term goals are still attainable.

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Commission, trailing commissions, management fees and expenses all may be associated with mutual fund investments and the use of an asset allocation service. Please read the prospectus of the mutual funds in which investments may be made under the asset allocation service before investing. The indicated rates of return are the historical annual compounded total return assuming the investment strategy recommended by the asset allocation service is used and after deduction of the fees and charges in respect of the service. The returns are based on the historical annual compounded total returns of the participating funds including changes in the share or unit value and reinvestment of all dividends or distributions and does not take into account sales redemptions, distribution or optional income taxes payable by any security holder in respect; of a participating fund that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Dundee Wealth Management, its subsidiaries, or its affiliates, including, but not limited to Dundee Securities Corporation, Dundee Private Investors Inc., Dundee Private Investors Ltd., Dundee Insurance Agency Ltd., and Dundee Mortgage Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Dundee representative is not registered.

The information in this communication is subject to change without notice. Dundee Private Investors Inc. or Patrick Gibson will NOT be held liable for any inaccuracies in the information not maintained by Dundee Private Investors Inc. or Patrick Gibson, such as a linked site. This communication does not constitute an offer or solicitation by anyone in any jurisdiction in which such an offer or solicitation is not authorized or to any person to whom it is unlawful to make such an offer or solicitation. Prospective investors who are not resident in Alberta should consult with their mutual fund representative to determine if these securities may lawfully be sold in their jurisdiction.

Insurance products provided through Dundee Insurance Agency Ltd.