Submitted by MWFS on Thu, 06/05/2025 - 13:59
MWFS' June Newsletter has been published.
Click above to read about our digital newsletter, financial insights, portfolio reports, and online client access.
Submitted by MWFS on Thu, 06/05/2025 - 09:02
Inflation is making headlines, but how does it affect your portfolio?
Sun Life Global Investments explains what rising prices mean for your investment strategy - and why staying proactive is key.
→After reading this article, we encourage you to book a review with your MWFS Account Manager to ensure your portfolio remains aligned with your goals.
Click above to learn more.
Submitted by MWFS on Wed, 06/04/2025 - 16:57
Travel Insurance often feels optional - until it's not.
Manulife Financial shares a real client story that illustrates how essential coverage can be when the unexpected happens.
Click above to read Monica's story.
Submitted by MWFS on Wed, 06/04/2025 - 16:33
You've booked the flights and packed your bags - but have you secured your home?
Beneva offers simple and effective tips to protect your property before heading out on vacation.
Click above to learn more.
Submitted by MWFS on Wed, 06/04/2025 - 16:15
As you approach retirement, you face several key financial decisions. One major consideration is when to begin your Canada Pension Plan (CPP) benefits.
Sun Life explores the benefits of delaying your CPP to maximize your retirement income
Click above to learn more.
Submitted by MWFS on Mon, 05/05/2025 - 16:05
MWFS' May Newsletter has been published.
Click above to read about our digital newsletter, financial insights, portfolio reports, and online client access.
Submitted by MWFS on Fri, 05/02/2025 - 13:41
Transitioning from accumulation to income can be complex.
Beneva highlights what to consider when planning withdrawal during retirement: 'Do You have a Withdrawal Plan?'
→Ask your MWFS Account Manager how we can help customize your drawdown strategy to support your lifestyle and minimize taxes.
Click above to learn more.
Submitted by MWFS on Fri, 05/02/2025 - 12:29
You may think the ship has sailed or that there's no urgency, but life insurance plays an important role in estate planning at every stage.
Sun Life shares when and why to act in their article, 'Is it Ever Too Soon or Too Late to Buy Life Insurance?'
Click above to learn more.
Submitted by MWFS on Fri, 05/02/2025 - 12:24
Market volatility and global headlines can shake our confidence, but emotional decisions can sabotage long-term growth.
Equitable Life shares helpful insights on how staying calm, patient and informed can help investors avoid common pitfalls: 'Taking Emotions Out of Investing'.
→If you would like to revisit your portfolio or have questions about this article, we encourage you to speak with your MWFS Account Manager.
Click above to learn more.
Submitted by MWFS on Fri, 05/02/2025 - 12:17
Whether it's a health event, a career shift, or the loss of a loved one, personal transitions can test us.
Canada Life explores emotional resilience and financial readiness in their article, 'Coping with Change'.
Click above to learn more.
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