Patrick McNeilly Financial Group

	WHY SHOULD I SAVE? Protection Against the Unforeseen & Uncontrollable Risk of Inflation Depleting Savings Decreased Government Pensions Assist in Acquiring and Growing Assets Supplement Other Sources of Income WHAT TYPE OF INVESTMENTS ARE AVAILABLE? GICs BONDS SEGREGATED FUNDS MUTUAL FUNDS LABOUR SPONSORED FUNDS RRSPs, GROUP RRSPs RESPs UNIVERSAL LIFE WHAT ASPECTS OF INVESTMENT PLANNING CAN AN INVESTMENT PROFESSIONAL ASSIST ME WITH? Setting Objectives: helping you and your family decide on your investment objectives and ranking them in order of importance Setting Goals - financial, lifestyle, business, personal Optimize Tax Situation: consider various alternatives and their tax implications now and in the future Help you Gauge your Risk Level - help you determine your risk tolerance and select investments within your comfort level both financially and emotionally Provide Additional Resources - provide access to diverse investment vehicles and comprehensive investment and tax knowledge Monitoring - periodically review investments to monitor their progress and if they are still meeting your needs, also changing investments during different stages of your life as your needs and goals change
The contents of this website does not constitute an offer or solicitation for residents in the United States or in any other jurisdiction where either Patrick McNeilly Financial and/ or Sterling Mutuals is not registered or permitted to conduct business. Mutual funds provided through Sterling Mutuals Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus carefully before investing. Mutual funds are not guaranteed, their values fluctuate frequently and past performance may not be repeated.
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