Stay informed with MWFS

Our newsletters bring together timely information on investments, retirement, insurance, tax and estate planning, financial planning and other topics that may affect you and your family.

Browse our recent newsletters below, or visit the Financial Articles for individual articles, financial updates and other timely information.

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2026 Newsletters 

September 2026 MWFS Newsletter

Back-to-school education savings, RESP planning, market insights, retirement planning and other timely financial updates.

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August 2026 MWFS Newsletter

Financial insights, planning information and updates from MWFS.

July 2026 MWFS Newsletter

Market Update, Summer Vacation - How to Safeguard Your Home, Three Power Habits to Build Health & Longevity, Help Students Learn to Budget, Common Myths about Life Insurance, Building Financial Security Through Retirement

June 2026 MWFS Newsletter

Market Update, Protecting Yourself from Fraud and Abuse, Seven Smart Tips for Choosing Travel Insurance, What is a Recession and What Does it Mean for You?, What's the Winning Strategy for Saving?, Strategies to Help Future Generations Financially

May 2026 MWFS Newsletter

Market Update, Joint Ownership: Simple in Theory, Complex in Practice, Trust Reporting and Tax Planning Considerations, Post-Tax Season Planning Opportunities, Consumer Protection and How Your Assets are Safeguarded, Estate Planning

April 2026 MWFS Newsletter

Market Update, Why Segregated Funds, and Why Now?, Market-Linked Investments, 6 Ways to Use Your Income Tax Refund, Critical Illness Insurance, Power of Attorney (POA) Guidance

March 2026 MWFS Newsletter

Market Update, Partner Market Insight - Middle East Commentary, Tax Policy Update for Homeowners, Taxes Made Easy, Discover the Advantages of Segregated Funds, Accident Insurance - Acci 7 PLUS, Mortgage Insurance vs. Life Insurance, CRA and Old Ages Security Payments

 

February 2026 MWFS Newsletter

Market Update, EFILE Opens February 23, 2026, 2025 RRSP Contribution Deadline, 2026 TFSA Contribution Deadline, Reporting Capital Gains as a Crypto-Asset Use, Retirement Income for Life, Home Equity Bank CHIP Reverse Mortgage, 5 Tips to Get You Moving, Increasing Retirement Savings

January 2026 MWFS Newsletter

Common Estate Planning Mistakes and How to Avoid Them, Advance Directives & Health Decision Planning, Simple Steps to Prevent Fires at Home, Guaranteed Health Coverage Options, Market Update: Segregated Funds & GICs, Tax Season Reminder - EFILE Opens February 23, 2026, Retirement Financial Planning

 

2025 Newsletters

December 2025 MWFS Newsletter 
Investment Market Update, Tips to Prevent Financial Fraud, 5 Things You Can Do with a TFSA, RRIF vs. LIF: What's the Difference?, Guaranteed Life Insurace, 2025 Year-End Tax Planning Tips, Financial and Tax Planning - Last Minute Suggestions, Season's Greetings
November 2025 MWFS Newsletter 
RRSPs and RRIFs on Death, Four Reasons to Revisit your Insurance Coverage, Using an RESP for an Apprenticeship, Access your Home's Value with a CHIP Reverse Mortgage, A Charitable Giving Case Study, Market Update, 2025 Year-End Planning Tips, 2025 Federal Budget Highlights, Manulife Financial's 2025 Federal Budget Summary, What to do when you're struggling to afford life insurance premiums
October 2025 MWFS Newsletter 
Home Accessibility Expenses, Beware Expired Mediciation, Do you Qualify for the Disability Tax Credit?, The Value of an RDSP, To Preserve your Retirement Income, Financial Benefits of Marriage, Cyber Security Awareness Month, Market Update, Investment Diversification and Taxes, Canada Post Labour Disruption
September 2025 MWFS Newsletter 
9 Financial Errors to Avoid when you Retire, Pay Off Debt or Save for Retirement?, Term Life Insurance After 50, How to Write a Will, Back-to-School = RESP Time, Market Update, How Can to Minimize RRIF Taxes
August 2025 MWFS Newsletter 
5 Retirement Trip Destinations, Preparing to Leave an Inheritance, Beating Retirement Risks with Income Annuities, 9 Ways an Advisor can Support You, Reducing Taxes of your RRIF
July 2025 MWFS Newsletter 
How Tariffs Can Affect Your Investments, Smart Summer Saving - TFSA Tips for Teens, Retirement Wellness Starts with You, Estate Preservation & Wealth Transfer: Don't Leave It to Chance, Life Insurance Without Medicals, Reducing Taxes on Large Portfolios, Mid-Year Market Outlook - Powered by Empire Life Investments
June 2025 MWFS Newsletter 
Sun Life Critical Illness Insurance, How Investment Income is Taxed in Canada, TFSA vs RRSP vs FHSA, How Inflation Impacts Your Investments, Should You Delay Your CPP Benefits?, Monica's Travel Insurance Story, Protecting Your Home While You're Away, Fraud Alerts & Awareness
May 2025 MWFS Newsletter 
Coping with Change: Insights from Canada Life, Emotional Investing - A Silent Threat to Your Goals, Is it Too Late for Life Insurance?, Retirement Withdrawal Strategy, Selling Investment Properties
April 2025 MWFS Newsletter 
Should you Stay Invested During Market Drops?, Diversifying in Uncertain Times, Accident Insurance Basics, Personalized Tax Help, Making the Most of Your Tax Refund, Travel Insurance Tips
March 2025 MWFS Newsletter 
U.S. Tariffs, Estate Plans, Long Term Investing, Tax Services, Wealth Protection, 2024 Tax Filing
February 2025 MWFS Newsletter 
Whole life insurance for youth, Virtual Healthcare Trends, Revisiting your Life Insurance, The Impact of Reduced Interest Rates on your Finances, 2024 Tax Filing, Personal Digital Inventory Guide - Estate Planning
January 2025 MWFS Newsletter 
Elder Care & Assisted Living, The Different Types of Life Insurance, Critical Illness Insurance, Protecting your Paycheque

 

2024 Newsletters

December 2024 MWFS Newsletter 
Holiday Stress and Anxiety Prevention, Things to know when becoming a caregiver, Understanding Health and Dental Plans, Who Gets your Life Insurance?
November 2024 MWFS Newsletter
The Fourth Industrial Revolution, Gradual Inheritance Strategies, Retirement Planning
October 2024 MWFS Newsletter 
How will the upcoming U.S. Election Impact your U.S Portfolio?, Diversifying your Investment Portfolio, The Importance of Estate Planning
September 2024 MWFS Newsletter
Retirement Planning Essentials for Women, How will a Reduced Key Interest Rate Affect your Finances, Semi-Retire with Confidence
August 2024 MWFS Newsletter
When's a good time to start collecting CPP/QPP and OAS benefits?, Diversifying your Investment Portfolio, Revisiting your Insurance Coverage, Should I Buy Life Insurance for my Child?
July 2024 MWFS Newsletter
First Home Savings Account (FHSA), Empowering your Children with Smart Financial Habits this Summer, Travel Insurance
2023 Trust Reporting - CRA Changed Trust Reporting Rules That May Effect You

 

2023