Spectrum Financial Strategies / Worldsource Financial Management Inc

11/30/2023

Because Special Needs Planning can be very complex, we’re introducing our brand-new website dedicated solely to this community!
Visit us and explore who we are, our approach and the various resources available.
We will guide you through the sometimes-overwhelming processes, and make sure your loved ones are taken care of!
SpectrumSpecialNeeds.ca https://ecs.page.link/aMuip

11/21/2023

We have been facing some challenges with our original Facebook account, so we’ve created a brand new page For Spectrum Financial!

We’d love it if you would join us at our new FB home:

https://ecs.page.link/bPq4B

11/20/2023

Do you know where your money goes each month? How does your spending fit into these suggested categories? We assist our clients with cash flow management.
Call us: 705-725-0562

11/13/2023

If you haven't made your final contributions, there's still time!
Call us: 705-725-0562

11/10/2023

Our November newsletter is now available!
Click below, or copy & paste the link into your browser for End of Year Tax Deadline, Money Barbie, Responsible Grandparenting & More!!
https://ecs.page.link/6oism

11/06/2023

With recent volatility and inflation, many Canadians are seeing their retirement funds depleted. Optimism among pre-retirees is down 7% from just 5 years ago.
Having a financial plan, and having it reviewed and adjusted regularly can make a huge difference in feeling both financially prepared for, and psychologically prepared.
Click below, or copy & paste the link into your address bar, for more findings from Fidelity Investment Canada's latest retirement report.
https://ecs.page.link/cygdU

10/31/2023

The team at Spectrum Financial want every little ghoul & goblin to have the best possible Halloween experience! This is a reminder that not all children communicate verbally, so here are some alternative methods you can look out for with your trick-or-treaters!
Have a Happy, Safe, and Inclusive Halloween!! 👻👻👻

10/30/2023

Right now, you can get 5.25%* interest for four months when you open a new Manulife Bank Advantage Account. When your promotional rate ends, you’ll still have one of the strongest everyday high interest rates in Canada -currently 2.85%.
With no monthly fees, and full access for everyday banking, this is an ideal way to earn interest on your savings, while keeping your funds accessible.
Fill out this 5 minute application: https://ecs.page.link/bxrzc

Or, as always, call us to set up a time to talk about your individual situation, and how we can help.
705-725-0562

10/26/2023

You can earn 5.00% on new deposits into a Canadian-dollar Business Advantage Account for the first 6 months. We can tell you more about this Business Account, complete the application with you, and put this high interest savings account to work for you and your business! 705-725-0562 or [email protected]

10/23/2023

As life takes you through ups and downs; we'll be there with you to guide you through.
705-725-0562

10/19/2023

Higher inflation is set to push the Tax Free Savings contribution amount to $7,000 next year.
If you would like more information on how a TFSA should fit into your overall planning, call or email us:
705.725.0562
[email protected]

For more information on the increase, click below, or copy & paste the link below to your browser bar:
https://ecs.page.link/m3SX2

10/16/2023