Susan Ran Ge, Range Insurance & Investments Ltd.

⏰ We’re halfway through the year—a natural point to revisit your portfolio.

A mid-year check-in helps ensure everything is still working as it should:
• Confirm your investments remain aligned with your evolving goals
• Make proactive adjustments instead of reactive decisions
• Stay focused on long-term progress, not short-term distractions

These moments of pause are often what keep a plan on track.

Let’s connect to set up a mid-year investment review.

Take control of your financial future. Connect with your financial representative today to learn how permanent insurance can elevate your wealth-building strategy.

Disclaimer: Co-operators does not provide tax advice. Tax benefits may vary and are not guaranteed.

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*Terms and conditions apply.

Planning ahead is all about the details. Understanding the difference between a successor and a beneficiary can make a meaningful difference for your loved ones. In Quebec, TFSA transfers to a specific person upon death must be handled through a will. Connect with us to learn more.

Reach out to us today for honest, empathetic advice tailored to your budget.