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Trinity Wealth Partners' Quarterly Newsletter
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Money Wise


June 2016

Now that we’ve been graced with some decent weather the Trinity crew has been busy cleaning up our yards, getting summer-ready and, for some of us, running! 

Rick, Lorna, and I participated in the Blue Nose 10km run over the May long weekend, running with the YMCA of Greater Halifax/Dartmouth’s Strong Kids team. On top of finishing the actual run, Trinity made a generous donation to the YMCA’s Strong Kids campaign, supporting the kids who ran (pictured) and who participate in YMCA programs throughout the city. 

This spring we’re also celebrating two years since Patricia Bell joined us at Trinity Wealth. It’s been a pleasure having her and her clients in our office and now become hard to imagine not having her around. Her gift to herself? A new puppy!

This edition of our quarterly newsletter is full of some key insights into the market’s recent behavior from our advisors as well as the fund managers Rick often selects for your portfolios. Patricia talks about the importance of financial communication for newlyweds, Melissa highlights some recent changes to insurance eligibility, and Lorna discusses TFSAs for new Canadians. Happy reading!

Natalie LeBlanc

Market Update

 

Trinity Wealth's Team Commentary

If there’s one thing that the markets don’t like, it’s uncertainty. The complicated situations in countries all over the world, like the U.S. election, the Brexit vote, and China’s slowdown, have some investors worried in the short term but taking a long term perspective cuts out the media’s noise.
 

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View from our Fund Managers


Rick Irwin, CFP, CLU

The biggest advantage of attending mutual fund company conferences and events is the opportunity to hear from fund managers and learn more about their strategies, processes, and opinions on the world’s markets. I recently traveled with several fund companies and here is what a few of those managers have to say...

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'Til Debt Do Us Part


Patricia Bell, PFP

When a couple finally takes the leap into marriage, sometimes the “joining of the finances” doesn’t go exactly as planned. Whether it’s due to lack of communication, disagreement, or implicit assumptions, a couple’s finances are a hot topic for conflict.
 

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Recent Insurance Eligibility Improvements

 

Melissa Allan


The medical and health related questions when applying for insurance coverage can make the healthiest of us nervous at the best of times. The larger insurance providers like Manulife and Great-West Life have recently implemented changes regarding HIV and marijuana use that will ease some applicants' worries.

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Can New Canadians Open a TFSA?


Lorna Maughan

For Canadian citizens above the age of majority, your TFSA room began accumulating in 2009. Can a new or permanent resident begin taking advantage of this tax efficient investment option?

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Copyright © 2016 Trinity Wealth Partners, All rights reserved.
 
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Insurance products, including segregated fund policies are offered through Trinity Wealth Partners Inc., and Rick Irwin, Melissa Allan, Lorna Maughan, and Patricia Bell offer mutual funds through Quadrus Investment Services Ltd. 
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
The information provided is based on current tax legislation and interpretations for Canadian residents and is accurate to the best of our knowledge as of the date of publication. Future changes to the tax legislation and interpretations may affect this information. This newsletter contains general information only and is intended for informational and educational purposes provided to clients of Rick Irwin, CFP, CLU, Melissa Allan, Lorna Maughan, and Patricia Bell, PFP. While information contained in this newsletter is believed to be reliable and accurate at the time of printing, Rick Irwin, Melissa Allan, Lorna Maughan, or Patricia Bell do not guarantee, represent or warrant that the information contained in this newsletter is accurate, complete, reliable, verified or error-free. This newsletter should not be taken or relied upon as providing legal, accounting or tax advice. Prospective investors should review the offering documents relating to any investment carefully before making an investment decision and should ask their advisor for advice based on their specific circumstances. You should obtain your own personal and independent professional advice, from your lawyer and/or accountant, to take into account your particular circumstances.    
Quadrus Investment Services Ltd. and design, Quadrus Group of Funds and Fusion are trademarks of Quadrus Investment Services Ltd. Used with permission.