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Trinity Wealth Partners' Quarterly Newsletter
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Money Wise


 

Volume 12; Issue 2

Now that tax season, and the snow, are finally over with, it’s time to sit back and enjoy the Spring weather that we’ve been waiting months for.  
Rick was lucky enough to escape the post-winter weather in April while he attended a conference in Scottsdale, Arizona put on by Fidelity Investments, one of the largest fund companies on the world. He had the opportunity to hear presentations from some of the top fund managers along with enjoying the Arizona sun.
One (relatively new) fund that he was introduced to at the conference was the Fidelity Event Driven Opportunities Fund, which offers unique stock exposure to companies going through active change. If you’d like to know more about the fund, let one of our advisors know!
There are many opportunities on the horizon for Canadian investors with the announcement of Federal Budget updates which include many changes that could benefit you. See Rick’s article on page 4 for more information on these changes. Also in this edition, Patricia enlightens us on the challenges women investors face, and I give some tips on how to keep your personal information secure.
With our busiest time behind us, we are very much looking forward to the slower, and sunnier, months ahead. 

Natalie LeBlanc

Market Watch 2015

 

Rick Irwin, CFP, CLU

Year-to-date, Canada has continued its relatively unimpressive performance, though a rebound in energy prices from last fall’s depressed levels provided some lift. In contrast to the very strong performance over the last few years, the U.S....

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2015 Federal Budget Changes


Rick Irwin, CFP, CLU

Spring budgets often contain numerous goodies for Canadians and this is even truer in election years. Last night Donald Oliver delivered the latest federal budget and it contained several important items of importance to financial planning.

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How to Safely Send Sensitive Files

Natalie LeBlanc

In this digital age most transactions can be performed virtually; moving documents from your desk to your accountant, tax preparer, or advisor is no exception with the rising popularity of the “scan and send” option. However...

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Women & Investing


Patricia Bell, PFP


Would it surprise you to learn that in Canada, women influence over $1.3 trillion of investable assets? Not only that: one in three Canadian women earn more than their husbands; Women represent nearly half...

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Will Planning Checklist

There are many decisions you will have to make when you draft a Will. If not thoroughly considered, some of these decisions can have unintended consequences. Here is a checklist of some of the issues that should be discussed before you make your Will...

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If you'd like a printed newsletter mailed to you, please contact Natalie.


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Insurance products, including segregated fund policies are offered through Trinity Wealth Partners Inc., and Rick Irwin, Melissa Allan,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, 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, 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.