by Ashley Lafontaine | Feb 25, 2025 | Wealth Management
WEALTH MANAGEMENT RESOURCE Essential Wealth Management Strategies for Canadians Approaching Retirement: Maximizing Benefits and Securing Your Financial Future at 60 and Beyond As you approach your 60th birthday, it’s an ideal time to start refining your financial plan...
by StarkMarsh | Jul 28, 2023 | Wealth Management
WEALTH MANAGEMENT RESOURCE DISABILITY INSURANCE Who benefits the most from Disability Insurance? Are you a self-employed individual or a contractor? You may be aware that as such, you are not contributing towards the Workers Compensation Board (WCB) or Employment...
by StarkMarsh | May 31, 2023 | Wealth Management
WEALTH MANAGEMENT RESOURCE FIRST HOME SAVINGS ACCOUNT (FHSA) A First Home Savings Account (FHSA) is a registered plan that can help you save for your first home tax-free. No minimum balance is required to open an account, and a full range of investment products are...
by StarkMarsh | Apr 27, 2023 | Wealth Management
WEALTH MANAGEMENT RESOURCE STAYING CALM WHEN MARKETS ARE VOLATILE Why avoiding short-term performance figures can be a sound strategy In times of economic turbulence, it’s normal to feel apprehensive when you’re about to read your portfolio’s performance. And, of...
by StarkMarsh | Feb 2, 2023 | Wealth Management
WEALTH MANAGEMENT RESOURCE WHAT IS A TRUSTED CONTACT PERSON? A Trusted Contact Person (TCP) is someone you choose who can help us protect your financial well-being. What is the Role of a Trusted Contact Person? A TCP is a resource that may help protect you in possible...
by StarkMarsh | Jan 3, 2023 | Wealth Management
WEALTH MANAGEMENT RESOURCE Charitable Gifting While many of us may not have the cash resources for charitable gifting, we may have investment assets that could be used instead of an outright cash gift. The following provides some helpful information if you are...
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