Guiding you along the financial path to the ultimate realization of your Dreams is our mission, our Certified Financial Planning Professionals - Richard S.
McCaw, CFP, CLU, Ch.F.C., EPC and Karen M. Roy, CFP, EPC, FLMI will walk you through each step of our Dream Path Journey process to identify, evaluate and design an individualized plan to help you achieve what is most important to you and your family. Be sure to visit our website www.spectrumfinancial.ca for more information.
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Mutual Funds and Segregated Funds provided by the Fund Compani
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
| Monday | 8:30am - 4:30pm |
| Tuesday | 8:30am - 4:30pm |
| Wednesday | 8:30am - 4:30pm |
| Thursday | 8:30am - 4:30pm |
| Friday | 8:30am - 4:30pm |