Subject: News from The Moir Team
The Moir Team
Trustworthy, enduring financial advice!
Nov 2006
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Greetings,
Bev Moir

Welcome to our Moir Team newsletter. In this issue we introduce our new website, designed to help you. We appreciate your feedback, please send any comments or suggestions to me.

I am also very pleased to welcome Ingrid Sojka as my new Administrative Assistant. Ingrid is enthusiastic about the opportunity she has to give you excellent service.

Finally we enclose a copy of our latest ScotiaMcleod Exchange article "Planning for the New Retirement Reality". We hope you enjoy it!

BevMoir.com
Please visit our new website. It's a source of timely news and market commentary, and a repository of Bev's weekly Financial Fitness columns.

You will also find tools to help you communicate with us or download commonly used administrative forms such as address change, setting up bank debit, adding or deleting a monthly pre-authorized contribution (PAC).

We welcome your input and suggestions to make our website even more useful for you! Please send any comments or suggestions to me.

Ingrid Sojka
We are very pleased to welcome Ingrid Sojka, our full-time Administrative Assistant. Ingrid assumes responsibility for the administrative aspects of managing your investments and our relationship with you. She will always know my whereabouts, will manage my schedule, and will be pleased to schedule review meetings and appointments for me.

You can reach Ingrid by phone at (416) 945-4454 or by email: ingrid_sojka@scotiamcleod.com.

Read the ScotiaMcleod Exchange Newsletter

Please take a look at this important article and call me to discuss how these concepts relate to your particular situation.

by Rob McGavin, Director, ScotiaMcLeod
Perceptions about retirement have been changing. Longer life expectancies, greater wealth accumulation, and the relatively new concept of “semi-retirement” have all contributed to this change. As a result, perceptions about your planning strategies are no longer the same either.

The following are three key planning opportunities that should be considered by anyone who plans to retire within the next 10 to 15 years:
  1. Retirement income strategies
  2. Protection from the risk of health care costs
  3. Estate maximization strategies

We are very grateful for your patronage and look forward to serving you.

Sincerely,

Bev Moir Signature
Beverley J. Moir, MHSA, FCSI, CIMA
Sr. Investment Executive
ScotiaMcLeod, Head Office Branch

phone: (416) 862-3911

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The Moir Team | ScotiaMcLeod, Head Office Branch | 40 King Street West | Suite 1500 | Toronto | ON | M5H 3Y2 | Canada