“We Shall Scrimp and Save”
Hi, , it’s June!
Fifty-six years ago, The Beatles introduced one of the most impactful albums in music history, Sgt. Pepper’s Lonely Hearts Club Band. Despite the passage of time, many of its tracks continue to resonate with me, including the timeless classic “When I’m Sixty-Four”. While many Canadians view their early to mid-sixties as an ideal retirement period, McCartney’s interpretation of this age as a time requiring caretaking contrasts sharply with the active lifestyles of today’s retirees. Given the current market volatility, having a well-structured plan that includes private assets in the investment portfolio is crucial. At Harbourfront, we leverage state-of-the-art planning software to construct intricate plans that accommodate every nuance of your financial goals, helping you make better decisions, especially during your go-go years.
Recently, our Cherry Hill advisors, along with almost 100 other Harbourfront team members, convened in Las Vegas for our annual conference. We’ve all attended countless conferences with our previous firms, but this particular event felt refreshingly unique. Stay tuned for some exciting announcements from Harbourfront in the coming months as the future is bright! Erin was also asked to share the Cherry Hill story with the firm and knocked it out of the park!
We’re all back on Monday, reinvigorate and ready to help you reach all your financial goals and build you a road map to take you well past 64!
Oh, and right before we left, Erin, Adrian, and our executive team put in some volunteer time at Food Banks Canada before handing over a (large) cheque for over $80,000! We’re very proud to be a part of a partnership that puts giving back at the forefront of what they do.
Until next week,
Trevor & the Cherry Hill Team
