Enclosed you will find lots of great information that will keep you right up to speed on all things investing and financial planning.
Our investment performance review shows the returns of our core holdings and provides commentary on how each core holding is performing. Our asset allocation review looks at current positioning, opportunities and recommended changes.
Coach’s Corner provides excellent investment reminders from David Poggemiller. This section ties in our quote from Charlie Munger.
Sharmon’s notes are focused on Pam’s retirement. You read that right, we are sad that the time has come for Pam to retire but we are excited for her to be able to focus on her partner Rick, her two Daughters and 8 grandchildren!
Our Financial Planning section talks about Canada Pension Plan and will likely answer many questions you may have.
In the last few months we helped one family realize their retirement goals were achieved and they could retire, and another family work through a generational transfer of wealth process.
Helping families through such important aspects of their lives like this is so rewarding for us. We are very grateful to play such an important role in people’s lives!