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Yearly Financial Planning Strategies

Yearly Financial Planning Strategies

Why it's important to do a review.  With the year coming to a close, now is a good time to sit down with your financial advisor to do a yearly review. We recommend that our clients do an annual review as a lot can change in a year. We want to make sure as we enter another year that the goals and objectives we set out originally still make sense. A review gives us the opportunity to re-evaluate our strategy and make any changes or adjustments to your financial plan. These are some of the areas we address during a yearly review: Has your financial situation changed? Did you make any large purchases in the past year, like a new house

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Elements by Medavie Blue Cross

Elements by Medavie Blue Cross

Simple. Flexible. Responsive. We are very excited by the new individual health insurance plan Elements by Medavie Blue Cross. This plan is a revolutionary approach to health insurance – it’s customizable and tailored to your individual needs and can be modified throughout your life. So, if you get married or have children, or jump onto another corporate benefits plan for a time, you can make changes to Elements. It helps you navigate through changing times, making sure you always have the best coverage for you. Here are some of the biggest benefits we see with Elements by Medavie Blue Cross. Flexible plans and budgets. Health and drug plans as little as $38 per month. As your life changes, your coverage can

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Now Your Kids Have Gone Back to School….Let’s Talk RESP’s

Now Your Kids Have Gone Back to School….Let’s Talk RESP’s

With Mark Kenny Summer has come to an end, September has rolled around and your children are back in school! This is a good time to start thinking about your children’s future and the benefits of investing in an RESP. Planning to help your child attain a higher level of education is one of the greatest gifts you can give to your child. As we all know, the continuous rise of tuition fees along with the increased cost of living, make it harder and harder to afford a post-secondary education. Not to mention the costs that come along with it – rent, textbooks, course materials, etc. The earlier you start contributing to an RESP, the more the plan will grow

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A new Southport, a focused vision

A new Southport, a focused vision

It’s the first thing you see on the website, ‘adding people back into the equation’. Thinking a little differently about health and wealth management, about relationships and what they do for this industry was the spark, and is the fuel, that drives Southport Asset Management forward. It’s a position that’s been carved into this company’s DNA as it grows, expanding to leverage the trust you’ve shared, and the opportunities we’ve afforded to one another. But doing the best by you, our clients, means more than what’s enclosed in our business model. It’s about Southport as an entity, being a best-in-class organization that creates value beyond its services, and engages with you in your day to day life. Ultimately, this is our full realization of the vision

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Tesla Motors and Southport

Tesla Motors and Southport

If you’ve had your eye on the news over the last two weeks, it should come as no surprise that Tesla Motors has been a topic of discussion at the Southport offices and with our clients. The Model 3 is not only changing the way consumers buy (or pre-order) vehicles, it’s also posturing to change the whole world in the process. In case you missed it, Tesla’s Model 3 is a gorgeous electric sedan that boasts 215 miles per charge. What’s game-changing about the newest entry into the electric space is that it’s accessible, and everyone seems to want one. At a starting price of $35,000 and available for a $1,000 preorder right this very second, the magic happening here is that people lined up around city

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