NOVEMBER 2015
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Three Steps to a more Effective Annual Review
Completing these steps beforehand can mean the difference between a good annual meeting with your advisor ... and a great one.

Ready for Retirement?
Your advisor can help you prepare for life after work. A 2015 survey by the Angus Reid Institute revealed that 74% of working Canadians worry about running out of money in retirement. That's an unsettling statistic.

The Hidden Costs of Online Holiday Shopping
Our minds are still on fall, but ready or not, the holiday shopping season is here. Stores are getting busier and lines are getting longer, making online shopping an increasingly tempting option.

The Mundi Team
#222, 9223 - 28 Avenue NW
Edmonton,AB, T6N 1N1
Phone: 780.328.2562
Fax: 780.328.2568
E-mail: Info@PersonalizedWealth.com
Web: http://www.personalizedwealth.com


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©2015 Investment Planning Counsel
Disclaimer: This Report is written by Investment Planning Counsel, a fully integrated Wealth Management Company. Mutual funds available through IPC Investment Corporation and IPC Securities Corporation. Securities available through IPC Securities Corporation, a member of CIPF and a member of the Investment Industry Regulatory Organization of Canada. Insurance products available through IPC Estate Services Inc. Mortgage Broker Services provided by Invis Inc. (Lic.# ON 10801 / SK 315928) or Mortgage Intelligence Inc. (Lic.# ON 10428 / SK 315857).

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