Submitted by MWFS on Fri, 08/30/2024 - 09:18
As many of our clients approach or are entering retirement, it's crucial to examine the different factors involved. One key consideration is whether retirement experience vary between genders.
While there are some similarities, there are also notable differences. To delve into these variations, we invite you to read Beneva's article, "Retirement Planning... For Women."
Click above to read more.
Submitted by MWFS on Fri, 08/30/2024 - 04:00
In February 2022, the Bank of Canada (BOC) interest rate was 0.25%. Over the following 17 months, it surged to 5.00% by July 2023. However, in June and July of this year, the rate decreased by 0.25% each month, settling at 4.50%. Many economists and portfolio managers believe that Canadian interest rates are likely to continue their downard trend.
For a deeper understanding of how a lower key interest rate could impact your finances, check out iA Financial's insightful article, "How Will a Reduced Key Ineterst Rate Affect Your Finances?"
Click above to read more.
Submitted by MWFS on Wed, 08/07/2024 - 10:07
If you have children and even grandchildren, you may consider how you can help them plan for the unthinkable, guarantee their insurability, and support their future. Have you though about providing them with insurance coverage?
Canada Life Insurance offers insights as to why this may be a valuable option.
Click above to read more.
Submitted by MWFS on Tue, 08/06/2024 - 16:19
After working your whole life, you are (or someone you love is) about to start a new phase of life: retirement!
How will you manage financially? You have questions. Your Account Manager has answeres. To get some ideas before meeting with your Account Manager, you may wish to consder Sun Life's article.
Click above to read more.
Submitted by MWFS on Fri, 07/05/2024 - 15:04
Summer is in full swing, and if your kids are gearing up for summer jobs, it's the perfect time to introduce them to a powerful financial tool: the Retistered Retirement Savings Plan (RRSP/RSP) and Tax Free Savings Account (TFSA).
Click above to learn more.
Submitted by MWFS on Fri, 07/05/2024 - 09:41
You may have children, grandchildren or perhaps even great-grandchildren that are challenged by the high cost of hosing. Today there is a new and unique option to help people enter the housing market.
It is called the First Home Savings Account (FHSA) and provides tax incentives to help.
Click above to learn more.
Submitted by MWFS on Thu, 02/15/2024 - 16:48
Ageless Investing is offered through Empire Life's Guaranteed Investment Funds 75/100, a more cost effective estate planning strategy.
Click above to learn more through Empire Life's 'Ageless Investing' Flyer.
Submitted by MWFS on Thu, 02/15/2024 - 16:36
We offer High Interest Savings Accounts (HISA) through Industial Alliance Financial Group, providing simple, accessible and risk free savings.
Click above to learn more through iA's HISA Flyer.
Submitted by MWFS on Thu, 02/15/2024 - 12:27
CRA announced new information reporting requirements for trusts that takes effect as of December 31, 2023. This information may affect you now or in the future.
Click above for more information.
Submitted by MWFS on Sun, 02/26/2023 - 15:52
In support of children & youth with special needs across BC, Macnaughton & Ward Financial Services Ltd. is pleased to support Variety the children's charity of BC.
We participated today by making a donation to the Variety Show of Hearts Telethon 2023.
Pages
