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June Update, 2009

June has been a hectic month both professionally and personally as a number of important changes took place in my life.

In June I bought my first house, came closer to the launch date for my new business, bought term life insurance for myself and Claire and had various wedding items to take care of that kept my attention away from the markets and left my portfolios running on autopilot very effectively. June also saw a very important milestone for myself and Triaging My Way To Financial Success.

Readers might have noticed that today the RSS feed count on the right side margin hit 300 for the very first time on this site; an accomplishment I am both proud and humbled by. When I launched this site over two years ago and re-launched the revamped template last summer I didn’t envision the following this website would create with readers from all around the world. For 300 people to commit to reading my content on a regular basis means a lot and I know that there are more who visit the site on a regular basis who don’t subscribe. A big thank you goes out to everyone who has helped support this endeavour.

I’ve also decided to launch TMWTFS on Twitter to help keep readers up to date on my investment related activities with regards to what stocks I’m analyzing, what investment articles I’m reading or other related content.

I also want to take a moment to toot the horn of some important people who’ve helped me this month:

I first want to thank Adrian Ionescu. Adrian is a Financial Services Representative for TD Canada Trust at the Wonderland Road branch in London Ontario that I frequent on a regular basis. Adrian was able to secure a 5 year fixed term mortgage for my first home at the best rate I could find in Canada, 3.64%, which was over 3% better than any rate I was quoted for from a mortgage broker. On a professional basis I respect Adrian very much and highly recommend him for anyone looking for banking, investment or mortgage related services. If anyone is interested in Adrian’s contact information please feel free to E-mail me.

Next I want to extend a big thanks to Glenn Cooke who is an independent insurance broker and owner of Insurance Squared Inc. Glenn was able to quote a very attractive rate for a 20 year term life insurance policy for both myself and Claire. Glenn is licensed to sell insurance in Canada in the provinces of Alberta, B.C., Manitoba, Ontario, P.E.I. and Saskatchewan and is another individual who I respect on a professional basis for his attention to detail, sincerity in recommending products based on each client’s needs and a disclosure of any conflicts of interest in the process of selling insurance. I found his services to be invaluable when comparing insurance products to cover the needs of my family in the future. Glenn can be reached at sales@insurancesquared.com and will be happy to provide any reader with a no obligation quote on a life insurance policy.

Triaging My Way To Financial Success was also mentioned in two articles this month published on the web at Million Dollar Journey and independentinvestor.info. The article posted by Frugal Trader on MDJ was an interview with an investor named John who retired at the age of 31 and talks about his process to achieving financial freedom. Among John’s most read list of financial blogs appeared TMWTFS.

My only two stock transactions to disclose to readers for the month of June was to double my equity position in Baxter International (BAX) at $47.80 and add to my position in Shoppers Drug Mart (SC) at $44.00.

Disclosure: I was not compensated for any referrals or recommendations in this post. I have a financial position in TD Bank (TD).

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{ 3 comments… add one }
  • Dividend Growth Investor June 25, 2009, 12:46 pm

    3.64% is a low rate. But would you be able to pay off your mortgage in 5 years..

  • Jae Jun June 25, 2009, 10:38 pm

    Sure sounds like a busy month.
    Let's see what August brings 🙂

  • Nurseb911 June 25, 2009, 11:31 pm

    DGI: I won't be paying off the mortgage in the first 5 years, but at 3.64% I definitely intend to pay off as much as I can! I figure by the time I refinance I'll be lucky to get anything under 5.5%. My goal, at the moment, is to pay off 25% of the outstanding mortgage in the first 5 years. By that time my wife will be working FT and have a much higher income after her schooling is done and the mortgage can be paid off in the later part of the next term.

    Jae: August is cottage month….R&R is manditory

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