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.
Submitted by MWFS on Tue, 11/04/2025 - 13:52
If you are age 55 or older, you can unlock the value in your home without selling or moving.
The CHIP Reverse Mortgage, allows you to turn a portion of your hom equity into tax-free cash — while you keep full ownership of your home. Use the funds to supplement income, pay off debts, or enjoy your retirement lifestyle.
If you're curious whether a CHIP Reverse Mortgage fits your financial plan, speak with your MWFS Account Mangager or contact our office for personalized guidance.
Click above to learn more.
Submitted by MWFS on Tue, 11/04/2025 - 13:44
Your child or grandchild is graduating, and perhaps not heading to university, but into an apprenticeship.
Can their RESP still help? Absolutely. Sun Life's article explains how education savings can support skilled-trade pathways as well.
Click above to learn more.
Submitted by MWFS on Tue, 11/04/2025 - 12:23
When you first purchase life insurance, there's often a sense of relief, you have protected your loved ones and can finally check it off your list.
But as life evolves, so do your needs. Carrer changes, family milestones, or new goals may warrant a fresh look at your coverage and beneficiaries. Beneva's article outlines four key reasons to review your insurance regularly.
Click above to learn more.
Submitted by MWFS on Tue, 11/04/2025 - 12:13
Most Canadians have an RRSP or RRIF, essential tools for building retirement income. But what happens to these accounts when the holder passes away?
Manulife's article offers valuable insight into what occurs and what to consider in your estate planning.
Click above to learn more.
Submitted by MWFS on Tue, 10/07/2025 - 08:43
MWFS' October Newsletter has been published.
Click above to read about our digital newsletter, financial insights, portfolio reports, and online client access.
Submitted by MWFS on Fri, 10/03/2025 - 15:54
Do you have a friend, colleague, or family member who recently married - or are you celebrating a wedding yourself?
Canada Life's article on the financial benefits of marriage highlights important tax planning advantages. It may also be a pefect time to review financial goals, update beneficiary designations, and ensure your plan reflects your new chapter.
Click above to learn more.
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