MWFS' September Newsletter has been published. 

Click above to read our digital newsletter, including financial insights, promotions, and office updates.

Trade relations between Canada and the United States remain an important economic issue. Recent tariff measures and announced Canadian countermeasures have added another source of uncertainty for Canadian business, consumers, and financial markets. 

Empire Life Investments has prepared additional commentary for readers interested in the investment implications of recent trade developments. 

Click above to learn more. 

Funeral and final expenses are subjects families understandably prefer not to discuss. Planning for them in advance, however, can make financial and practical decisions easier for family members at a difficult time. 

RBC Insurance has prepared an overview discussing some of the expenses families may encounter. 

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An estate plan is about more than deciding who receives your assets. It is also important to consider whether sufficient funds will be readily available when they are needed. 

BMO Insurance has prepared an educational video discussing its Estate Preserver approach. 

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MWFS' August Newsletter has been published. 

Click above to read our digital newsletter, including financial insights, promotions, and office updates.

For clients holding funds that need to remain readily accessible, a high-interest savings account can play an important role in managing short-term savings, upcoming expenses and cash reserves. 

Manulife Bank is currently offering a promotional interest rate of 3.00% for two years on its Advantage Account. 

The offer is currently available until September 11, 2026, subject to Manulife Bank's eligibility requirements, terms and conditions. 

Click above to learn more. 

Talking with children about the death of a loved one can be difficult, particularly when families are coping with their own grief. Children may have questions or process loss differently depending on their age and understanding, making these conversations especially challenging for parents and family members. 

Beneva has shared a thoughtful article offering guidance for families navigating these difficult conversations. 

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Tax-Free Savings Accounts, or TFSAs, can be a valuable part of a financial plan, whether you are saving for shorter-term needs, building long-term investments or managing assets in retirement. However, TFSA contribution and withdrawal rules can sometimes lead to unintended mistakes. 

Sun Life highlights four common TFSA mistakes and provides practical information to help Canadians better understand the rules. 

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While some of our clients continue to carry a mortgage, many also have children or grandchildren who are purchasing a home, renewing a mortgage or planning for homeownership. 

Our partners at Empire Life recently published an article comparing how Individually owned life insurance is different (and better) than mortgage insurance offered through a lender. 

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MWFS' July Newsletter has been published. 

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