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Rakesh Garg,
CFP, AMP
Financial Advisor

With the holiday season fast approaching, it's a great time to celebrate the accomplishments of this past year and look forward to the possibilities of the year ahead. Let's get together soon to review the progress you've made over the past year, and decide what's next on your list of accomplishments.

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When public shares go private, should you act?

What does it mean if a stock in your portfolio is acquired by a private equity firm? That's what many Canadian investors are considering as BCE Inc. — Canada's most widely held public company — is taken over. Here's some advice.

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Mutual funds

Mutual funds make it easy to manage retirement income

If you’re approaching retirement age, it’s time to start moving your thinking toward generating income from your investments. And mutual funds are well suited to providing an income stream, whether they’re held inside or outside your Registered Retirement Savings Plan (RRSP) or Registered Retirement Income Fund (RRIF). Here are two ways to generate a steady stream of income.

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Estate planning

Look beyond the basics for your will

Most people know that it’s important to have a will outlining how their assets should be distributed in the event of their death. The more thought you put into your will beforehand, the easier it will be to settle your estate. Consider these key areas that are often overlooked.

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The MONEY File

Get that plan out of your head and down on paper
Get your RESP contribution in by year-end
If you turn 70 or 71 this year, you can let your RRIF ride

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Also in This Issue

Group insurance Q & A

Why you may still need equity funds
after you've retired

Year-end tax tips to remember

The product descriptions and information are provided for educational purposes only and are not to be considered as a solicitation to purchase mutual funds securities. 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. To obtain a prospectus, or further information, please contact your Worldsource Financial Management Inc. Investment Funds Advisor. Offers to purchase mutual fund securities must be made through a registered mutual fund advisor in your province. Our Web Pages are under constant revision and subject to change without notice. Due to the dynamic nature of the mutual fund industry, we can make no guarantee as to the accuracy of the information presented. Mutual fund values fluctuate daily. All information provided is believed to be accurate and reliable, however, we cannot guarantee its accuracy. Worldsource Financial Management Inc. will not be held liable for any inaccuracies in the information presented, nor will Worldsource Financial Management Inc. be held liable for any software damages resulting from the use of this website. Mutual funds are offered in Canada only. The information contained herein is of personal use only. Redistribution of this information prohibited without written permission.

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