Spectrumly Speaking
December 2016  





At this special time of year, we give thanks for many things; families, friendships, peace and goodwill.   We also wish to give special thanks for our business relationships.  We are so fortunate and appreciative to be able to work with wonderful folks like yourselves who make our jobs enjoyable and fulfilling each and every day.  Our Spectrum team is looking forward to enhancing our partnership with you and your family in the coming years.

We want to wish you and your loved ones a joyous holiday season and a New Year filled with prosperity, good health, personal success and special moments.

Karen, Richard, Jeff, Janet, Ingrid and Sheila 
HOLIDAY HOURS
In order for us to be able to spend time with our families over the holidays, we will be open but minimally staffed between December 23 and January 3rd.  Our hours will be as follows:
 
Monday
Tuesday
Wednesday
Thursday
Friday
Dec 19
 
8:30 - 4:30
 
Dec 20
 
8:30 - 4:30
 
Dec 21
 
8:30 - 4:30
 
Dec 22
 
8:30 - 4:30
 
Dec 23
 
8:30 - 12:30
 
Dec 26
 
CLOSED
 
Dec 27
 
CLOSED
 
Dec 28
 
8:30 - 4:30
 
Dec 29
 
8:30 - 4:30
 
Dec 30
 
8:30 - 12:30
 
Jan 2
 
CLOSED
 
Jan 3
 
8:30 - 4:30
 
Jan 4
 
8:30 - 4:30
 
Jan 5
 
8:30 - 4:30
 
Jan 6
 
8:30 - 12:30
 
 

2016 Year End REMINDERS

Don't forget to GIFT yourself and your family
in a lasting and meaningful way.

Have you maximized your investment accounts
to their fullest this year?

          Registered Education Savings  RESP 

          Registered Disability Savings  RDSP 

          Tax Free Savings  TFSA 

          Registered Retirement Savings RRSP  

 

Contact us as quickly as possible to make the necessary arrangements. 

 

Watch for the Enhanced Reporting on your Worldsource Investment Statements 

New industry-wide regulations have come into effect to improve how the financial industry reports and discloses information to investors.  Beginning with your 2016 year end statements, Worldsource will provide investors more details on the fees and performance of their accounts
 
See Sample Reports to get familiar with the new format and be sure to call us with any questions or concerns once you receive your personal statement.  
    
Federal Reserve Raises
Interest Rates

The U.S. Federal Reserve raised interest rates by a quarter point on Wednesday and signaled a faster pace of increases in 2017 as the Trump administration takes over with promises to boost growth through tax cuts, spending and deregulation.
Monthly Features
Seminars, Market Watch, Office News & Tips
Congratulations to the graduates
of the Transition to Life Course, for young adults with Aspergers Syndrome, held in Kitchener, Ontario

Karen was honored to be asked to speak to the group on financial issues to help them as they transition to independence.

Get Everyone Involved with preparing
the Family Meal

We are always bustling around putting everything  together for that lovely family meal.   Why not take a little stress off your plate and divvy up some tasks.  Everyone will enjoy the chance to be part of the planning !

Give your children/grandchildren the task of making some place cards for the table.   This is a fantastic assignment for any age as they can be as simple or as crafty and elaborate as they are capable; and it keeps them busy!!  
 
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Spectrum Financial Strategies
339 Huronia Road Barrie, ON L4N 8Z1

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