A Will is an essential part of your Estate Plan. The Angus Reid Institute surveyed Canandians and found that more than 50% of us don’t have a Will and nearly another 15% say their Will is out of date. We know the difficulties that arise if someone we love passes away without a proper Will. ...Read More
Whether you are planning for retirement or are already in retirement, the Commonwealth Financial Strategies team can help you to explore your retirement roadmap ensuring that you take advantage of all available financial strategies. We invite you to a personal Zoom meeting to discuss: 1. The lifestyle you would like to maintain throughout your retirement....Read More
Did you know that we offer a valuable portfolio evaluation service? We would be pleased to evaluate your existing investment portfolio, at no cost and no obligation. We use software to analyze any portfolio’s risk-adjusted returns and compare them to our pension-style model portfolios. Please visit: https://cwealth.ca/contact-us/ to connect with us. We select best-in-class...Read More
We routinely cover the following topics with clients because they can significantly affect their personal finances. This framework can help prepare you for financial success. Let us know if you have any questions and we can set up a time to discuss your financial goals with you. 1. Budget and Balance Sheet Issues Taking periodic...Read More
If you have any Estate Planning questions please give our team a call to set up a time to review your unique circumstances and how your investment accounts can provide you with important Estate Planning benefits. This excerpt from an Estate Planning article linked below discusses named beneficiaries: “Here’s a tip. If you haven’t named...Read More
Most Canadians choose to work with a financial professional primarily to seek retirement advice and indeed it’s never too late or too early to consider how to enjoy a happy retirement. Through listening to their clients, financial advisors gain practical experience and understanding that allows them to provide retireees with timely and relevant information. These...Read More
