BeaconPoint Financial Security Limited

As Certified Financial Planners, there are many ways that we can help clients both now & well into the future.

The attached charts shows the most underutilized advice based categories that clients either don’t ask for help on or that Certified Financial Planners don’t make their clients aware of.

We are here to help you with all of these needs to ensure that we are meeting both your short-term & long-term financial goals & then planning for your legacy goals to ensure that they are taken care of as per your wishes.

We’re all about financial planning for the entire family, so that the wealth that we build up over the years stays within the family & transfers to future generations as tax efficiently as possible.

If you have questions or need help with any of these areas, here’s a link to schedule a time on my calendar for us to connect when it’s convenient for you: https://calendly.com/jamiemadigan/intro

How did your investments perform in the first half of 2023?

Are you taking on the right amount of risk?

When will you achieve your investment goals?

If you’re unsure about any of these answers, feel free to reach out with any questions or concerns & book some time on my calendar for us to connect to review your investments: https://calendly.com/jamiemadigan/intro

It’ll be the best investment of your time & we promise that you’ll learn something.

Have you filed your taxes?

Do you need a referral to either a bookkeeper &/or accountant? If so, let us know as we have a few great ones in our network.

The tax deadline is Monday May 1, 2023.

Do you have a well diversified investment portfolio?

Do you understand what it means to have a well diversified investment portfolio?

If you’re unsure about any of these answers, feel free to reach out with any questions or concerns & book some time on my calendar for us to connect to review your investments: https://calendly.com/jamiemadigan/intro

It’ll be the best investment of your time & I promise that you’ll learn something.

How did your investments perform in the first quarter of 2023?

Are you taking on the right amount of risk?

When will you achieve your investment goals?

If you’re unsure about any of these answers, feel free to reach out with any questions or concerns & book some time on my calendar for us to connect to review your investments: https://calendly.com/jamiemadigan/intro

It’ll be the best investment of your time & we promise that you’ll learn something.

Is now a good time to invest?

If you don’t need to withdraw your money for the next year or so, it’s a great time to invest, as the markets took a beating last year.

Now is the time to review your investments to ensure that you’re properly invested to align with your goals & well diversified, so that you recover faster as the markets continue to recover. It’s also important to ensure that you’re taking on the appropriate level of risk that you’re comfortable with.

As always, feel free to reach out with any questions or concerns or to review your investment portfolio together.

                               

Happy New Year!

For the first time in 2022, we saw back to back months of positive growth in October & November.

The TSX is almost break even for the year now followed by the Dow Jones (small caps). The big tech companies still have the most ground to make up.

Now is the time to review your investments to ensure that you’re properly invested to align with your goals & well diversified, so that you recover faster as the markets continue to recover.

As always, feel free to reach out with any questions or concerns or to review your investment portfolio together.

                               

If you love numbers, charts & analysis as much as we do, then you may also appreciate the seasonal performance data for the major North American stock market indices.

2022 has been the worst performing year in the markets dating back to the 1970s. However, we know that markets always recover with time.

The key is having a well diversified portfolio to allow you to recover as quickly as possible. Ensure that you’re not too dependent on any one geography or industry.

The charts are a perfect example that typically not everything performs well at the same time. In October, small & medium companies outperformed the big tech giants, as can be seen with the Dow Jones outperforming the S&P & Nasdaq.

Feel free to book some time with us to review your investment portfolio options: https://calendly.com/jamiemadigan/intro

Let’s get your money working harder for you & protect what matters most to you - your family, business, health & wealth.

Every Canadian should have a critical illness (CI) policy & here are 4 reasons why.

A critical illness policy can pay out in 1 of 4 ways:
- if you are diagnosed with 1 of 20+ critical illnesses that are identified in your policy
- if you have the second event rider (optional) & are diagnosed with 1 of the top 3 conditions (heart attack, stroke or life threatening cancer, but not the same condition twice)
- if you pass away & a claim hasn’t been made & you have the return of premium at death option
- if you reach a certain age or number of years into your policy & have the return of premium upon cancellation option

Feel free to book some time with me to review your critical illness insurance options or your existing coverage to ensure that you’re properly protected: https://calendly.com/jamiemadigan/intro

Let’s protect what matters most to you - your family, business, health & wealth.

Happy Father’s Day to all of the amazing Dads out there for all that you do.

A special thanks to all of the single Moms as well who have to play both parenting roles.

Enjoy your special day!

Happy Mother’s Day to all of the Moms out there & all of the single fathers who have to be both Mom & Dad.

Thanks for all that you do! We appreciate 🙏🏻& love ❤️ you!