Submitted by MWFS on Mon, 05/05/2025 - 16:05
MWFS' May 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, 05/02/2025 - 13:41
Transitioning from accumulation to income can be complex.
Beneva highlights what to consider when planning withdrawal during retirement: 'Do You have a Withdrawal Plan?'
→Ask your MWFS Account Manager how we can help customize your drawdown strategy to support your lifestyle and minimize taxes.
Click above to learn more.
Submitted by MWFS on Fri, 05/02/2025 - 12:29
You may think the ship has sailed or that there's no urgency, but life insurance plays an important role in estate planning at every stage.
Sun Life shares when and why to act in their article, 'Is it Ever Too Soon or Too Late to Buy Life Insurance?'
Click above to learn more.
Submitted by MWFS on Fri, 05/02/2025 - 12:24
Market volatility and global headlines can shake our confidence, but emotional decisions can sabotage long-term growth.
Equitable Life shares helpful insights on how staying calm, patient and informed can help investors avoid common pitfalls: 'Taking Emotions Out of Investing'.
→If you would like to revisit your portfolio or have questions about this article, we encourage you to speak with your MWFS Account Manager.
Click above to learn more.
Submitted by MWFS on Fri, 05/02/2025 - 12:17
Whether it's a health event, a career shift, or the loss of a loved one, personal transitions can test us.
Canada Life explores emotional resilience and financial readiness in their article, 'Coping with Change'.
Click above to learn more.
Submitted by MWFS on Mon, 04/28/2025 - 11:47
We are deeply saddened by the tragic events that took place at the Lapu-Lapu Day Festival in Vancouver.
Our thoughts are with the victims, their families, and the entire Filipino community during this difficult time. As we reflect on this tragedy, we stand in solidarity with the community, honoring its resilience, strength, and vibrant spirit.
Together, we extend our heartfelt support and commitment to fostering unity, compassion, and healing.
Submitted by MWFS on Fri, 04/04/2025 - 18:00
MWFS' April 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, 04/04/2025 - 17:37
Tax season can feel overwhelming - but with the right support, it doesn't have to be. In addition to our personalized in-office services, we also offer convenient digital tax preparation to fit your schedule and preferences.
For a quick overview of this year's tax landscape, we recommend taking a loonn at Beneva's helpful guide: Taxes Made Easy | Beneva
Whether you are looing to maximize deductions, plan ahead for next year, or file from the comfort of your home, our Account Managers are here to help.
Prefer to file digitally? Simply contact us to request a secure email with instructions to get started with our digital tax preparation services - quick, easy, and designated for your convenience.
Submitted by MWFS on Fri, 04/04/2025 - 17:36
With warmer weather calling us outdoors, accidents can happen when we least expect them.
Have you considered accident insurance? For as little as $7 per month, this coverage can provide financial support in the even of an injury, learn more by reviewing IA's Accident Insurance information.
Click above to learn more, let's talk about how accident insurance could fit into your protection plan.
Submitted by MWFS on Fri, 04/04/2025 - 17:36
Staying invested is important - but is your portfolio positioned for resilience?
Canada Life's March 2025 article emphasizes the importance of global diversification: "Diversifying during uncertain times". Broadening your investments beyond Canadian borders can provide downside protection and new growth opportunities.
Click above to learn more, and ask us about strategies to improve your portfolio's diversification.
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