Friday, 3 August 2018

Summer Vacation or Budget Woes? - What's On Your Mind - August 2018 Edition

We are in the middle of summer and should be planning or enjoying our summer holidays.  With the incredible weather upon us, this may be the year you decide to stay put and enjoy some of the local delights.  With the banks increasing the prime interest rate by a quarter percent, money may start getting a little tight.  This is when you have to be creative and look for ways to entertain your families without breaking the budget. 

While it is wonderful to travel and see other parts of Canada and the rest of the world the bills still have to be paid. There is no point to increasing the debt load for a one or two week vacation only to get stressed about how you will pay the bills when the credit card statements come in.

Depending on where you live there can be many enjoyable day trips that cost little or nothing that are quite enjoyable.  Recently a client told me of a Sunday drive turning into a bonus Pioneer Village type scenario out around Kitchener-Waterloo area.  St Jacobs offers a wonderful experience of stepping back in time with their farmers’ markets, while Prince Edward County offers some amazing wineries to visit.  With the internet there is no end of possibilities if you do a little research.  There are many places that are within an easy day trip or a one overnight adventure.

Get outside the normal box and make this a memorable year to explore in your area.  You may surprise yourself and your family with some great new memories made in your own back yard, so to speak, after all Ontario is yours to discover.

Linda J. Levesque, CFP®, FMA, FCSI®
Sr. Investment Advisor
Director, Private Client Group
HollisWealth®, a division of Industrial Alliance Securities Inc.
Levesque Wealth Planning is a personal trade name of Linda J. Levesque

Insurance Advisor
Hollis Insurance Inc.

One Corporate Plaza, 2075 Kennedy Road, 5th Floor, Toronto, ON M1T 3V3
Tel: 416-412-8018 / 1-800-322-4030
Fax: 416-332-6772

‘Saving Today for a Richer Tomorrow’®

You can, as long as you include this complete statement with it: Linda J. Levesque, Senior Investment Advisor and Director, Private Client Group of HollisWealth® is an author of The 5 Minute Wealth Plan, Saving Today for a Richer Tomorrow, in The Road to Success with Jack Canfield and in The Authorities, Powerful Wisdom from Leaders in the Field.  If you're ready to jump-start your life, have more fun and joy in all that you do, get a FREE consultation from Linda J. Levesque 

This information has been prepared by Linda J. Levesque who is an Investment Advisor for HollisWealth® and does not necessarily reflect the opinion of HollisWealth. HollisWealth® is a division of Industrial Alliance Securities Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. The information contained in this newsletter comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces in which they are registered.  Levesque Wealth Planning is a personal trade name of Linda J. Levesque. Insurance products provided through Hollis Insurance Inc.  For more information about HollisWealth, please consult the official website at

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