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megram - 55JulOttawa - Index

Retirement
The time in your life when time is no longer money. Think again.
Selecting a financial advisor can be as intimidating as choosing
what stocks to put in your portfolio. Don’t leave it to chance,
and if your gut tells you to pass, then listen
Financial information has never been more readily
available to consumers. But if you’re like most people,
you just don’t have the time or inclination to
wade through a mountain of complex information to
plan your retirement. Whether you are investing in the
right stocks for your risk tolerance, planning your estate,
buying a vacation property — or simply looking for
ways to make your retirement savings last longer — a
financial advisor can help you balance today’s needs
with your short-term and long-term financial concerns
and aspirations.
EXPERIENCE, INTEGRITY, SERVICE
At Brophy Financial Planning and Insurance Agency*,
(and Dundee Private Investors Inc.) we offer you more than advice...
We provide a well designed
financial plan that will help
you secure your personal
financial goals with a
greater sense of security.
Brophy Financial Planning
106-99 Holland Ave.,
Ottawa, Ontario K1Y 0Y1
Toll Free # 1-800-288-1263
613-728-9573
Website:
//www.brophyfinancial.com
Email:
charlie@brophyfinancial.com
Only securities related products and services
referenced are offered through Dundee Private
Investors Inc. Please contact your Dundee
advisor if you require further clarification.
*INSURANCE PRODUCTS
PROVIDED BY DUNDEE
INSURANCE AGENCY LTD.
CERTIFIED
FINANCIAL
PLANNERS
• Planning for
Retirement
• Life, Disability, Critical
Illness, Long-term
Care Insurance*
• Investment Services
(Annuities, GICs,
Segregated Funds,
Bonds, Mutual Funds)
• Estate Planning
CHARLES
BROPHY
JOYCE
OWEN
July/August 2008 • Ottawa 15 • Fifty-Five Plus Magazine
More and more, we are expected to take responsibility
for our own well being and that of our loved ones. But
choosing the right financial advisor can be as intimidating
as deciding which investment products to include in your
portfolio. Surprisingly, government is not much help.
Financial advisors who sell products such as securities,
mutual funds and insurance must be licensed where they
practice. But other than in Quebec, there are currently no
regulations governing those who provide financial planning
and advice.This means that you really need to do your
homework.
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days
Peggy
Feltmate
City Councillor for
Kanata South
Happy Canada Day!
www.feltmateforkanata.com
peggy.feltmate@ottawa.ca
613-580-2752