Download April 24, 2006 Investment Letter 18966 Mc Cowan Road www

April 24, 2006
Investment Letter
INVESTMENT STRATEGY
10% Japan/Asian Funds.
We have adjusted our investment
strategy to reflect the current
market conditions.
It is
recommended that investors stay
out of the US market due to the
two US major deficits. A Budget
deficit risen from 5 trillion to 15
trillion in the past six years, also
a trade deficit with Asian
countries, mainly China. The US
continues to borrow 2 billion a
day. Added to the deficit the
weakened US dollar will
negatively affect performance of
investing in US.
The
strengthening Canadian Dollar
will also have a negative impact
on price conversion.
If you wish to review your
personal portfolio to ensure that
your investments are in line with
the above strategies please call
the office to set a phone or
personal appointment.
It is our recommendation that
investors
concentrate
on
Canadian markets. Conservative
investors should invest in
Balanced Funds and conservative
Canadian Equities. To be more
aggressive consider adding 10%
Resources and/or 10% Precious
Metals. Investors with a higher
risk tolerance may wish to add
18966 Mc Cowan Road
Mt. Albert, ON
L3R 8C5
MRS BULLETIN
If you have accounts at MRS
Securities
Services
Inc.,
including those created during
the recent account split, you may
now elect to give your Financial
Advisor access to information on
your accounts. Simply complete
and submit one simple form
available on the homepage
www.mrs.com, click on M.R.S.
Securities Services Inc. Trading
Desk Applications and Forms.
Complete the form and your
Financial Advisor will be able to
access information on your
accounts by phone.
Now available to our investors
travel insurance for 30 day travel
trips covering all pre-existing
conditions at competitive rates.
Take advantage of our toll free
phone number 1-800-665-3746
and allow us to assist you with
your investment and insurance
needs.
Sincerely,
Murray Coulter
Financial Advisor
Life Planning Counsellor
Elder Planning Counsellor
Michael Coulter
Financial Advisor
JD Coulter
Financial Advisor
TRAVEL INSURANCE
www.murraycoulterandassociates.com
E-mail:
[email protected]
Phone: (905) 473-7599
1-800-665-3746
Fax: (905) 473-7617
Financial Planning, Estate Planning, GIC’s, Life Insurance, Disability Insurance,
Critical Illness Insurance
Licensed with Keybase Financial Group for Mutual Funds and RRSPs
Sue Latchford
Executive Assistant
KEYBASE FINANCIAL
MURRAY COULTER AND
ASSOCTIATES
18966 Mc Cowan Road
Mt. Albert, ON
L3R 8C5
www.murraycoulterandassociates.com
E-mail:
[email protected]
Phone: (905) 473-7599
1-800-665-3746
Fax: (905) 473-7617
Financial Planning, Estate Planning, GIC’s, Life Insurance, Disability Insurance,
Critical Illness Insurance
Licensed with Keybase Financial Group for Mutual Funds and RRSPs