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.
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.
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