Almost another year in the books. With the busy schedule of coaching hockey, watching baseball and soccer, and ensuring individuals and families financial needs are looked after, the months tend to fly by. With that said, there are plenty of positives that come from that. Throughout the year, I have had the pleasure of watching my children learn new lessons, meet new friends and develop in their endeavors.
I have also had the pleasure of meeting many of you. And I’d like to say thank you to those who I have been able to assist in ensuring their families are looked after, transitioned into retirement, began savings strategies with, or just plain gave financial advice to. To those of whom I have not yet had the pleasure of assisting, remember I am a phone call away and my door is always open should you seek advice.
From my family to yours, I would like to wish you all a very safe and Merry Christmas and Happy Holidays! Enjoy your family, friends and festivities and I hope to see you in the New Year!
Heritage Insurance Ltd.