Have A Safe & Happy Holiday Season!
We are extremely grateful for all the relationships we developed and enhanced in 2018 and are thankful for your continued trust.
We wish you and your family a wonderful holiday season and look forward to serving you in 2019.
Jay Newton BA, CLU, CHS, EPC
Wealth Advisor
Newton Financial
Worldsource Financial Management Inc.
Estate planning is an essential process that not only protects your assets but ensures that your wishes are honoured in the future.
As individuals transition through various stages of life, financial goals and priorities often undergo significant changes, especially after the age of 35. This period often marks a pivotal phase where career growth, increased earnings potential, and changing family dynamics come into focus.
*These posts are for educational purposes only and is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. Please consult an appropriate professional regarding your particular circumstances. Some of the information contained herein might be from sources believed to be reliable, however, we cannot guarantee that it is accurate or complete. The views expressed are those of the authors and writers only. Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. All other insurance products and related services are offered through Newton Financial Ltd.