Submitted by MWFS on Fri, 09/05/2025 - 09:59
MWFS' September Newsletter has been published.
Click above to read about our digital newsletter, financial insights, portfolio reports, and online client access.
Submitted by MWFS on Tue, 09/02/2025 - 09:49
Nearly half of Canadians don't have a will, and many existing wills are outdated. When was the last time you reviewed yours? If it has been more than five years, it may be time for an update.
This article from Canada Life explains why keeping your will current is essential.
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Submitted by MWFS on Tue, 09/02/2025 - 09:43
More and more Canadians over 50 are carrying debt. Term life insurance can be an affordable way to protect loved ones in this situation.
iA Financial's article explains five reasons to consider coverage and why speaking to your MWFS Account Manager is the best next step.
Click above to learn more.
Submitted by MWFS on Tue, 09/02/2025 - 09:37
Are you, or someone you love, retired or approaching retirement and still carrying debt? It's not always clear whether to pay it off or save for retirement.
Sun Life Financial's article explores the options - and your MWFS Account Manager can help tailor the right approach for your circumstances.
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Submitted by MWFS on Tue, 09/02/2025 - 09:28
Even financially savvy people can slip up in retirement.
This article from Beneva Inc. highlights common mistakes and how to avoid them.
Working with your MWFS Account Manager ensures you receive the professional support needed to stay on track.
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Submitted by MWFS on Thu, 08/07/2025 - 08:40
MWFS' August Newsletter has been published.
Click above to read about our digital newsletter, financial insights, portfolio reports, and online client access.
Submitted by MWFS on Wed, 07/30/2025 - 09:41
Are you making full use of what your advisor can offer?
From tax planning to insurance reviews, this list from Manulife may surprise you.
Let your MWFS Account Manager know what stands out - we'll help turn those priorities into action.
Click above to learn more.
Submitted by MWFS on Wed, 07/30/2025 - 09:36
With Canadians living longer and often saving less, annuities can offer a dependable stream of income in retirement.
This BMO Insurance case study illustrates how one couple used an annuity to secure their lifetime income.
Annuities aren't right for everyone, but they may be a smart addition to a diversified retirement strategy. Speak to your MWFS Account Manager to review your income options.
Click above to learn more.
Submitted by MWFS on Wed, 07/30/2025 - 09:31
A thoughtful estate plan can ease both emotional and financial burdens for your loved ones.
iA Financial's article shares practical tips on how to prepare for leaving an inheritance.
Let's work together to ensure your legacy is passed on efficiently and meaningfully.
Click above to learn more.
Submitted by MWFS on Wed, 07/30/2025 - 09:25
Retirement isn't the end of the adventure; it's just the beginning. If you are in good health and have the resources, now could be the perfect time to explore your bucket list.
This article from Beneva Inc. offers five inspiring travel ideas for retirees.
→ Travel Tip: Be sure to ask us about travel insurance before you go!
Click above to read more.
