Submitted by MWFS on Fri, 12/05/2025 - 13:44
MWFS' December Newsletter has been published.
Click above to read about our digital newsletter, financial insights, portfolio reports, and online client access.
Submitted by MWFS on Thu, 12/04/2025 - 16:56
Looking for coverage options later in life or with a health condition? Guaranteed Life Insurance may be worth considering.
RBC Insurance provides a helpful overview of who this type of coverage is designed for and how it works.
Click above to learn more.
Submitted by MWFS on Thu, 12/04/2025 - 16:51
Whether you already have a RRIF or LIF, or you're converting your RRSP or LIRA as you near age 71, understanding these accounts can help you plan your retirement income more confidently.
Canada Life explains how RRIFs and LIFs work, including similarities, differences, taxation, and withdrawal requirements.
Click above to learn more.
Submitted by MWFS on Thu, 12/04/2025 - 16:46
Another common year-end consideration is your Tax-Free Savings Account (TFSA). As year-end approaches, many clients review their TFSA contribution room. You can contribute now or wait until January 2026 to access new contribution room and catch up on unused room from previous years.
Not sure how best to use a TFSA? Sun Life offers helpful ideas and strategies for making the most of this versatile savings vehicle.
Click above to learn more.
Submitted by MWFS on Thu, 12/04/2025 - 16:40
Fraud can happen to anyone, but seniors are particularly targeted by increasingly sophisticated scams. Staying informed and alert is one of the best ways to protect yourself.
Beneva shares practical insights to help you spot warning signs and protect your financial wellbing.
Click above to learn more.
Submitted by MWFS on Thu, 12/04/2025 - 16:33
As 2025 comes to a close, inflation is easing, rates are stabilizing, and both stock and bond markets have strengthened.
Click above to learn more about what this means for savers, investors, and retirees.
Submitted by MWFS on Thu, 11/06/2025 - 14:59
MWFS' November 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, 11/05/2025 - 12:02
The Government of Canada released its 2025 Federal Budget.
Click above to take a look at what's proposed for personal tax filers this year.
Submitted by MWFS on Wed, 11/05/2025 - 11:18
Utilize the above tips and strategies to further optimize your tax situation and take advantage of the most effective tax savings available.
Reach out to your MWFS Account Manager if you have questions regarding the information, your tax return, savings and investments, or wish to discuss your tax and estate planning solutions.
Submitted by MWFS on Tue, 11/04/2025 - 14:05
You've built a good life and may wish to give back - to a hospital, university, or charitable organization that holds personal meaning.
Charitable giving can be a powerful legacy tool, offering both emotional and tax benefits. Canada Life's case study highlights how a planned donation can make a lasting impact.
Click above to learn more.
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