Submitted by MWFS on Mon, 07/07/2025 - 08:54

MWFS' July 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, 06/27/2025 - 16:19


Health challenges shouldn't prevent you from protecting your legacy.
Canada Protection Plan offers simplified life insurance solutions - no medical exams required - for up to $1 million in coverage.
→ Apply from the comfort of your home! Contact your MWFS Account Representative for a quote today.
Click above to learn more.
Submitted by MWFS on Fri, 06/27/2025 - 15:56

Unplanned estates can create stress, delays, and unnecessary taxes for your loved ones.
BMO Insurance's case study highlights what happens when planning is done right - and how to protect your legacy.
→ Your MWFS Account Representative is here to help you invest, grow, preserve, and transfer your wealth - tax efficiently - according to your wishes.
Click above to learn more.
Submitted by MWFS on Fri, 06/27/2025 - 15:20

Whether retirement is around the corner or already underway, your physical and financial health go hand in hand.
Manulife Financial offers practical strategies to help you live well - today and tomorrow.
Click above to learn more.
Submitted by MWFS on Fri, 06/27/2025 - 14:59

Geopolitical tensions, shifting trade policies, and economic uncertainty continue to impact global markets. But what do these developments mean for your portfolio - and how should you respond?
Read Beneva Inc.'s take on tariffs and investment protection.
Click above to read more.
Submitted by MWFS on Thu, 06/05/2025 - 13:59

MWFS' June 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, 06/05/2025 - 09:02

Inflation is making headlines, but how does it affect your portfolio?
Sun Life Global Investments explains what rising prices mean for your investment strategy - and why staying proactive is key.
→After reading this article, we encourage you to book a review with your MWFS Account Manager to ensure your portfolio remains aligned with your goals.
Click above to learn more.
Submitted by MWFS on Wed, 06/04/2025 - 16:57

Travel Insurance often feels optional - until it's not.
Manulife Financial shares a real client story that illustrates how essential coverage can be when the unexpected happens.
Click above to read Monica's story.
Submitted by MWFS on Wed, 06/04/2025 - 16:33

You've booked the flights and packed your bags - but have you secured your home?
Beneva offers simple and effective tips to protect your property before heading out on vacation.
Click above to learn more.
Submitted by MWFS on Wed, 06/04/2025 - 16:15

As you approach retirement, you face several key financial decisions. One major consideration is when to begin your Canada Pension Plan (CPP) benefits.
Sun Life explores the benefits of delaying your CPP to maximize your retirement income
Click above to learn more.
Pages