Submitted by MWFS on Fri, 04/04/2025 - 17:36
Recent headlines about new tariffs and trade tensions are sparking market volatility and investor concerns. In light of news on U.S. tariffs and retaliation tariffs from China this morning, included is "Liberation Day: Keeping our Eyes on the Ball" commentary from iA Financial's Global Asset Management team. While these developments can cause short-term corrections, it's important to remember that markets often react sharply before stabilizing. During times like these, it's natural to ask: Should I stay invested?
A recent SunLife article "Does it pay to stay invested when markets fall?" reminds us of the value of staying calm and sticking to long-term financial goals. While market downturns or corrections can be unnerving, making sudden changes often leads to missed recovery opportunities.
Click above to learn more, and talk to you Account Manager to review your investment strategy and ensure your portfolio is built to weather uncertainty.
Submitted by MWFS on Wed, 03/05/2025 - 16:21
Making money, especially when factoring in taxes and inflation, can be a challenge. What about the money you have already made? Have you ever considered protecting your wealth?
Sun Life provides a short overview for "Protecting your Wealth with Insurance". In less than three minutes, you may gain some ideas which will help protect you and your loved ones.
Click above to learn more.
Submitted by MWFS on Wed, 03/05/2025 - 16:11
The 2024 tax season officially began on February 24, 2025. If you are still doing your own tax returns, consider utilizing the Tax Services offered through Macnaughton and Ward Financial Services Ltd. For those using our services, reach out to your MWFS Account Manager for ways to decrease next year's tax bill.
Either way, when people get a refund, a consumer purchase often follows. Alternatively, there are some great long-term strategies to better use your refund. Beneva explores these in their article, "6 Ways to use your income tax refund".
Click above to read more.
Submitted by MWFS on Wed, 03/05/2025 - 16:05
Interest rates in Canada have gone down 2.0% from June 2024 to January 2025. With GIC rates already low and expected to go lower, what can a low to moderate risk investor do given the volatility of the market?
Empire Life has a long-term recommendation as noted in their blog, "Empire Life Blog Canadian Dividends done Right: Quality and growth yields greater returns". Speak to your MWFS Account Manager about the pros and cons of adding this to your portfolio.
Click above to learn more.
Submitted by MWFS on Wed, 03/05/2025 - 15:46
85% of Canadians do not have an estate plan! Are you part of the 15% that does?
Even if you have an estate plan, when was it last updated? Have you spoken recently with your MWFS Account Manager regarding your plans? The fact is, life is full of change. Sometimes your plans need to catch up. Please review RBC Insurance's article "Protecting tomorrow: RBC Insurance survey finds only 15% of Canadians have estate plans - RBC Insurance", and plan to see your MWFS Account Manager soon.
Click above to read more.
Submitted by MWFS on Wed, 03/05/2025 - 15:00
In light of the fluid U.S. Tariffs situation, iAGAM has produced commentary, and one of our industry partners at Fidelity have produced a short video on it as well.
Click above to learn more.
Submitted by MWFS on Thu, 02/06/2025 - 12:23
Our world is changing, iA Financal explores how reduced interest rates may affect you and your finances in their article (plus they are have a contest that encourages saving!)
Click above to read more.
Submitted by MWFS on Thu, 02/06/2025 - 12:18
You purchased life insurance... but that was quite a while ago! Have you experienced life changes or some ups and downs since then?
Beneva makes a good case for revisiting your insurance coverage.
Click above to read more.
Submitted by MWFS on Thu, 02/06/2025 - 11:17
Healthcare continues to change! Have you changed with it? There are new and different options available.
Manulife Financial explores this in their blog, "Virtual Healthcare Trends".
Click above to read more.
Submitted by MWFS on Thu, 02/06/2025 - 11:12
How can you help your children or grandchildren financially by providing an asset which allows you to pass it over tax free when the time is right, and in the meanwhile, allows you full control over that financial asset? The answer is simpler than you might think!
Empire Life explores this innovative solution in their video, "KID START - Whole Life Insurance".
Click above to learn more.
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