With a lightness in the air that we have not felt for ages, it is nice to have the heat, the sunshine, and the patios open. If you need a partner for a lunch date, we are excited to start seeing people again!
Lots of activity is also happening at Carruthers over the summer. As an advocate for charitable planning, Jennifer recently spoke with a group of charities to help them pivot and adjust their fundraising strategies. Diego spoke to the graduating class of U of T Faculty of Dentistry on the importance of disability insurance.
We also have been working with new clients, showing them how to focus on the priorities for their retirement planning. It has also been an interesting time with investments over the last year – have you looked at your statement lately?
Summer can be a time of vacation or time away from work, but it can also be a great time to re-focus and re-prioritize. Let's connect over the next month or two!
We are here, and your comments and suggestions are welcome – please reach out to us at (905)713-6450 or via e-mail to yourteam@carruthersfinancial.ca.
If you're not barefoot, then you're overdressed. - Unknown
