People who have financial advisors gain many advantages. One of the greatest benefits is that we make complex concepts simple. Here are three simple steps that can help you to increase your wealth: Find Strategies to Save Money – Whether you are retired or planning for retirement, we can provide proven ways to help you...Read More
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surveyed Canandians and found that more than 50% of us don’t have a Will and nearly another 15% say their Will is out of date.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
We were recently interviewed on Counterpoint with Tanya Granic Allen. “Managing Your Finances in Today’s Economy” plus our unique “pension-style” of investing. The video is 22 minutes. Here’s the link: https://vimeo.com/1122973363 Enjoy!Read More
We have a question for you! Q: How do you quantify the value people recieve from financial advice? A: By wealth accumulation over time, which is documented here: Wow! So, why does working with a financial advisor have such a positive impact? One important reason is that financial advisors invest for the long term. Plus,...Read More
Fidelity Investments has just released their 2025 Retirement Report which contains a wealth of information regarding retirement in Canada. Contact us and we will send this valuable report to you. We highly recommend that you read this excellent summary of financial issues and trends affecting Canadians, including: changes in average retirement age, expected savings needed to...Read More
One of the most practical books we recommend on personal finances is The Millionaire Next Door. This New York Times best seller, written in 1996 by Thomas Stanley, Ph.D. and William Danko, Ph.D., studies the money habits of people who consistently become wealthy. 7 Factors describe those who build substantial wealth: They live well below their...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 are very pleased to launch our new website! Visit www.cwealth.ca for details about what we believe and the services we offer you. You will find information about our team, our ethics, and key concepts about investing. You may request your portfolio analysis using software to compare your current portfolio with our CommonWealth Model Portfolios. ...Read More
Hello Everyone, Exciting news! We are launching our new website soon! Below is a sneak peak of our video introducing our CommonWealth Team: Please feel free to share! Your CommonWealth TeamRead More
A financial advisor’s primary responsibility is to help you clarify and achieve your financial goals. Unfortunately, hearing once a year from an advisor is standard practice. However, regular communication with your advisor is vital to ensure your investment plan continues to serve you best. The information you provide is necessary to properly take care of...Read More
