Silver and Gold Magazine Fall 2014 | Page 23

“Will I be safe?  How long can I afford to live?  Do I need to be afraid?”  Secure Income for Life www.GuaranteedIncome4Life.ca Brian Weatherdon BA, MA, CFP, CLU, CPCA, MDRT Without powerful insights to protect her income, all Chloe’s savings will be stolen by low-interest, high-tax, and inflation.  (Hint, consider the helpful impact of “Life Income Mandates”.) Dani quietly knows the money is safe and well invested.  Her values include protecting this for the next generation, also providing for special needs of one family member.  A creative step brought life insurance to magnify her estate for family and philanthropy.  She also designed Trusts through her Will to ensure the estate’s care and safety for next generation(s).   Certified Financial Planner. (905) 637-3500 x 223 [email protected] Make the Sensible Choice for your Hearing Healthcare OUR SPECIAL OFFER September 1 - November 30, 2014 Up to Without a plan, you don’t know where you’re going   As a map is as vital to a vacation, as an expert surgeon is to a life-saving operation. So is a certified financial plan to securing life goals and financial wellbeing.  You may say 80 is a senior age and a long life, but when we’re 80 we realize we could live 15 years or more.  So ensuring income for life means knowing you’ll have a strong income for your 80s, 90s, and beyond – whatever life may bring.  And that the residue of your wealth can safely reach your loved ones.    “Living long isn’t for the faint of heart” As her husband dozed quietly in his wheelchair, Jean repeated this quote during one of our visits. Health is never certain for the future.  Wealth need not suffer the same fate. If you can contribute your thoughts and resources into the planning process today, we’ll ensure the future can be fearless and abundant.  “Peace of Mind.”  “Avoiding big mistakes.”  “Knowing where things are.”  “All is safe!” •     $500 OFF a pair of select Hearing Aids Call one of our offices nearest you to make an appointment for a No Cost Adult Hearing Assessment *Offer cannot be combined with any other discounts or promotions. Doctor of Audiology, Audiologists and Hearing Instrument Specialist onsite Celebrating 20 years of helping people hear better Oakville 905 339 1397 • Burlington 905 681 8977 • Burlington North • Guelph • Port Credit • Waterdown • Welland • Vineland • www.senseofhearing.ca Brian Weatherdon, MA, CFP, CLU, CPCA, is a financial advisor for Sovereign Wealth Management Inc. He can be reached at 905-637-3500 x 223, or by email to [email protected] or visit www.GuaranteedIncome4Life.ca. The information provided is general in nature, and should not be relied upon as a substitute for advice in any specific situation. For specific situations, advice should be obtained from the appropriate legal, accounting, tax or other professional advisors. The views expressed are those of the author and not necessarily those of the issuer of any financial products for which the author may act as a distributor. Silver & Gold Magazine • Fall 2014 23