Spectrumly Speaking
October 2016  

As we rapidly approach All Hallows' Eve, we thought you might like some "Advice from a Pumpkin" -
  • Be well rounded
  • Get plenty of sunshine.
  • Give thanks for life's bounty.
  • Have thick skin.
  • Keep growing.
  • Be outstanding in your field.
  • Think big!
Happy Halloween to all of our Spectrum Families! 

Karen, Richard, Jeff, Janet, Ingrid and Sheila
Inaugural Gala
This past Saturday was the 
 Launch of LiveUp2
and what an amazing night it was!  

I had the honor, as a presenting sponsor, to award a special young man with our very first Bursary.  I am looking forward to building our team and presence going forward so that we can  liveup2 our initiatives and make a profound difference in our community.  

Thank you to Everyone who helped make this incredible evening a true success!  Visit www.liveup2.org for further information on this new Foundation. 

Financial Readiness Quiz

Take this quiz from Manulife Financial to see how healthy your financial habits are and what areas could use some improvement.



Raising a family creates a new financial picture in your life.

Starting with "Budgeting for Baby", we would like to provide you with a glimpse of some of the issues you may need to address as your family grows.  
Our Thanksgiving Family Day

Thank you to all our wonderful families that came out to our Client Appreciation Day at Chappell Farms.  

Although we picked another blustery day, a fun time was had by all!

Congratulations to Ethan and Mia for their winning Thanksgiving craft submission!

Monthly Features
Seminars, Market Watch, Office News & Tips
Estate Planning - 
10 Simple Steps 

Wednesday, November 2nd, 2016 
7:00 - 8:30 pm 
Suite Success at ESS Direct - 
411 Huronia Rd. Unit 5 Barrie

We are excited to bring back Doug Carroll, BBA JD LLM(Tax) CFP TEP, Lawyer and VP of Tax & Estate Planning at Invesco Canada to speak with us on what you need to put in place and consider when preparing your Estate.

A chance to ask questions, of a lawyer, that pertain to your individual situation.

Register here
Please feel free to bring a guest or to forward this invitation on to someone you feel could benefit from the information we are sharing .

Market Watch

Market Watc h 
 For those with more of an interest in what has happened in the markets this past month, Click here for an update.
Spectrum Team
Messages from your  
Spectrum Office Team ...
  • Sign Up Today!  Go Green - Go Paperless for your chance to win a smart watch valued at approximately $500.
                                               Click here to find out how ... 


Tip of the Month - Avoid the Mall

The mall might be a fun place to people watch, but it can also be packed with temptation.  That's why you should avoid going there unless you actually need to purchase something. 

Window shopping on a budget can be torture!  Unburden yourself and find something else to do - a walk outdoors, a fun puzzle or even a good movie can replace your mall shopping adventures.  
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Spectrum Financial Strategies
339 Huronia Road Barrie, ON L4N 8Z1

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