Submitted by MWFS on Tue, 06/30/2026 - 12:30

MWFS' July Newsletter has been published.
Click above to read out digital newsletter, including financial insights, portfolio reports, and online client access.
Submitted by MWFS on Mon, 06/29/2026 - 10:08

Life insurance is often misunderstood. Many assumptions we hear from clients are based on outdated information or common misconceptions.
Our partners at RBC Insurance recently published an informative article addressing several of the most common myths surrounding life insurance and explaining why reviewing coverage periodically remains important.
Click above to learn more.
Submitted by MWFS on Mon, 06/29/2026 - 09:52

Many of our clients enjoy helping children and grandchildren pursue post-secondary education. Beyond financial assistance, teaching good money habits may be one of the greatest gifts you can provide.
Our partners at BMO Insurance have shared an interesting perspective on using a term certain annuity as one possible budgeting tool for students.
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Submitted by MWFS on Mon, 06/29/2026 - 09:47

Many clients tell us that retirement is about much more than finances, it's about maintaining good health, independence, and the freedom to enjoy the years they've worked so hard to reach.
Our partners at Manulife recently shared three practical habits that support healthier, longer lives.
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Submitted by MWFS on Mon, 06/29/2026 - 09:42

Many insurance claims occur while homeowners are away on vacation. Taking a few preventative steps before you leave can help protect both your home and your peace of mind while away.
Our partners at Beneva have prepared an article outlining practical ways to reduce risk before heading off on your summer travels.
Click above to learn more.
Submitted by MWFS on Tue, 06/09/2026 - 12:37

MWFS' June Newsletter has been published.
Click above to read out digital newsletter, including financial insights, portfolio reports, and online client access.
Submitted by MWFS on Mon, 06/08/2026 - 14:04

Periods of market uncertainty can sometimes causes investors to question whether they should continue contributing to savings and investment plans.
iA Financial Group recently shared an article discussing the benefits of consistent saving and investing.
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Submitted by MWFS on Mon, 06/08/2026 - 13:58

You may have heard increasing discussion among economists and the media regarding recession risks and economic slowdowns. While the word "recession" often sounds concerning, economic slowdowns are a normal part of long-term economic cycles.
Sun Life recently published an article that provides helpful overview of recessions and their potential impact on individuals and families.
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Submitted by MWFS on Mon, 06/08/2026 - 13:52

Summer vacation season is here, and many Canadians are preparing for travel both within Canada and abroad. While planning a vacation is exciting, ensuring you have appropriate travel insurance coverage is equally important.
Manulife has provided an article with Seven Smart Tips for Choosing Travel Insurance.
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Submitted by MWFS on Mon, 06/08/2026 - 13:47

One trend we continue to see is an increase in suspicious telephone calls claiming to be from banks, government agencies, technology companies, courier services, and even family members is distress.
Beneva has published an informative article on protecting seniors from fraud and abuse.
Click above to learn more.