Cardinal Planning
417A Hazeldean Road K2L 4C6 Ottawa, ON, Canada

Happy #internationalwomensday2021! We celebrate and are grateful for the incredible women on our team: Heather, Erica, and Andrea.

We would like to invite you and a guest to a webinar we are hosting on Tuesday March 23rd at 7:00pm. Our guest speaker is Jon Hreljac, AVP of Regional Tax, Retirement and Estate Planning Services and Wealth, Manulife Financial, who will be speaking about Better Ideas for Retirement Income. Believe it or not, there are still ways to squeeze more out of your retirement dollars. This webinar provides ideas that can offer tax efficient income during Retirement. Learn more about h...ow innovative ideas like segregated funds, EVEN GICs and the tax elegance of something called the Systematic Withdrawal Plan should be part of your Plan! No pre-registration needed. To join, simply use this link: https://manulife-johnhancock.zoom.us/j/92111075994#success You’ll require the meeting passcode 077836. I hope you will join us. Thank you! Peter B Fraser CFP CIM Financial Planner Associate Portfolio Manager, Manulife Securities Incorporated Life Insurance Advisor, Cardinal Planning

Hello! I would like to invite you and a guest to a webinar I am hosting on Tuesday February 23rd at 7:00pm. Please join us along with, Hunter Graves LLB, as he presents Ten Good Reasons to Make a Will. While this may tick a box in your planning, I believe it will help reinforce the work we’ve done this past year, AND, offer a wonderful reminder to friends and family that 50% of Canadians don’t have any legal documentation at all. Governments will make all the distributions... when it comes to their hard-earned wealth and other important decisions, charging heavily to do so. I was thinking this might be a good forum for young and old to participate in. As parents, Heather and I invested in wills and powers of attorney for our children when they started out in life. With a pandemic especially, it’s essential to have PoA’s in place if ever health decisions were necessary. I think this vital resource is a great reflection on the quality of the legacy we leave to others. Please register for this informative and valuable one-hour presentation at the following link: https://us02web.zoom.us//register/WN_-A0x02JESoWYdvTVSXLsRQ I hope you’re able to join us. Thank you! Peter B Fraser CFP CIM Financial Planner Associate Portfolio Manager, Manulife Securities Incorporated Life Insurance Advisor, Cardinal Planning

Happy Valentine's Day! Show some love to your friends, family, neighbours, and/or your significant other. If you can, please try and support some of our local businesses and show them some love too! #valentinesday #supportlocal