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Latest Edition: November 24, 2023

Following the Exit Signs to New Horizons: Selling or Transitioning your Business

October 23, 2023 / Insight from Elena Babin, Senior Advisor in Financial Planning & Business Development

The process of exiting a business is filled with emotions, financial implications, and potential pitfalls. It can be a rollercoaster and a whole new learning journey for any entrepreneur. Seeking out expertise from a team of professionals, like those in our team at the Angus Watt Advisory Group, is one of the best ways to ensure a seamless transition.

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Past News

Trust Companies – what are they and why consider them

July 17, 2023 / Insight from Jan Frederickson, CFP®, Senior Wealth Advisor

In the March 2023 insight from Jane Alm that talked about testamentary trusts, there was information about appointing a trustee, and one option was “a trust company…such as National Bank Trust”. This month, we will look at what a trust company is and what it does, and in what circumstances it might be an appropriate part of your financial and estate planning.

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Protecting personal information – Be the CEO of your identity

June 16, 2023 / Insight from Angus Watt, Senior Wealth Advisor

Your date of birth, address, legal name, bank account information, and Social Insurance Number are key targets for identity thieves.  You need to be the CEO of your identity.

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First Home Savings Account – a new way to become a homeowner

May 18, 2023 / Insight from Ksenia Lee, CFP ®, Wealth Advisor

The 2022 federal budget announced another way to help Canadians save for their first home, called the First Home Savings Account (FHSA). This savings program combines features of both a Tax-Free Savings Account (TFSA) and a Registered Retirement Savings Plan (RRSP), making it a very appealing way to save for a down payment.

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Insurance for dependents - Piece of mind and good financial planning to leave a lasting legacy

April 14, 2023 / Insight from Chris Schoonderwoerd, CFP®, Wealth Advisor

Purchasing life insurance policies for dependent children, or grandchildren, can be a simple and effective way of planning for intergenerational wealth transfer, creating prequalifying opportunities for additional policy coverage in the future regardless of health issues, and of course, as coverage for costs related to a dependent child’s death.

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Testamentary trusts…the devil is in the details!

March 15, 2023 / Insight from Jane Alm

What is a Testamentary Trust? How would I know if I need one, and if I do, who do I look to for help? Here is some information to help you determine whether it might be right for you.

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Seeing the trees for the forest – developing your financial plan

February 15, 2023 / Insight from Elena Babin, MBA, CPA, CFP®

Some people might be confused about what financial planning is and who it is for. A financial plan is a holistic analysis of a person’s current financial situation and their short- and long-term goals – with strategies and an action plan to achieve them. That is where a financial planner can be your guide through the forest of options to help create a realistic understanding of where you are at, where you want to go, and how to get there.

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Economic Impact

In order to help keep you informed and stimulate your thinking with regards to the current financial context, Stéfane Marion and Denis Girouard take a look at economic news and share their perspectives via our monthly informative videos.

Investing Guide

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Women’s Finances

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Take action for women’s financial future today

Ladies, improve your financial well-being with our Invest in you series. What’s on the menu? Articles and lectures that cover a wealth of important concepts - beyond money - to get you through every event in your life with confidence. 

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