January 2003 Newsletter

Home Page
Mission statement

Biographies

Philosophy

The Great Goals in Life

Planning check-up
Bill of Rights
When you refer someone to us

Services

Position Statements

Newsletters

Seminars

Money manager reports

Client to client network

Client travel plan helper

Recommended Reading

Financial Calculators

Useful Links

Always in search of better ways to communicate with clients, this is the first newsletter produced on my new web page.  In the future I will send an email summary with links to the web page to give you more lively visual content, interactivity and depth.  I would appreciate feedback about the ease of use and appeal of this initial effort from you

Home Page

RRSP Deadline
   

Investment Literacy Test
 

Tax Return Time

Winter financial classes
 

2002 In The
Rearview Mirror


Thank You For The Referral Night

Quote of the month:
You cannot protect the value of your asset  by investing in something like a bond, which does not outpace inflation by a wide margin.  In the end a bond simply pays the interest it promised and has lower purchasing power than when you bought it - guaranteed!

Coming soon

  • Financial workshops starting February 3

  • Thank you for the referral night February 5

  • RRSP and venture capital fund deadline March 3

  • Income tax filing deadline April 30

  • Official "End of the billion dollar gun registry day"?

Tip of the month
This month's tip comes from client Michael F. 

Michael's daughter's car was struck by another vehicle and the Neon was a write-off.  Thank goodness there were no serious injuries.

His tip: make sure you get your personal stuff, including any special stereos out right away.  Within 2 days the insurance company had sold the car to a clearance dealer and the stereo with it.

On a wilder note, in the same year his van was in the garage for some work when he received a call, and the news was not good.  A gas torch had ignited his vehicle's undercoating and it had burned the front end.  The van was toast - literally.  It's a good thing  insurance was invented!

Dundee Private Investors Inc.
2775 Lancaster Rd. #2
Ottawa, Ont. K1B 4V8
613-746-9588

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teammcgruer@dundeewealth.com