MWFS' June Newsletter has been published. 

Click above to read out digital newsletter, including financial insights, portfolio reports, and online client access.

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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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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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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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. 

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MWFS' May Newsletter has been published. 

Click above to read out digital newsletter, including financial insights, portfolio reports, and online client access.

In addition to planning considerations, clients often ask how their assets are protected. 

Canada's financial services industry provides multiple layers of consumer protection.

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Following the completion of the 2025 tax season, many clients are looking for ways to reduce or better manage future tax balances. 

As every situation is different, tax payment and cash flow strategies should be reviewed alongside retirement income, investment, and estate-planning considerations. 

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With the 2025 tax season now behind us, this is an ideal time to look ahead and consider steps that may simplify future filings. 

One area receiving increased attention is the use of bare trusts. Recent changes have introduced expanded T3 trust reporting obligations, which may result in additional administrative complexity and cost if applicable. 

The Government of Canada outlines what has changed and who may be affected. 

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Joint ownership is often viewed as a straightforward way to manage financial affairs or simplify estate planning. However, what appears simple can introduce unintended legal and tax consequences. 

The article from Manulife Investments provides a concise overview of key considerations, potential risks, and alternative approaches. 

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