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.
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.
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