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Latest Edition: March 24th, 2023

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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Past News

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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Immigration key to our continued quality of life

January, 18 2023 / Insight from Angus Watt, Senior Wealth Advisor

Immigration accounts for almost all of Canada’s labour force growth and is projected to account for 100% of population growth by 2032. Statistics Canada predicts that by 2036, nearly 1 in 3 Canadians will be immigrants to our country, up from about 25% today. Alberta is already reaping the rewards.

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Living Benefits: Options for protecting yourself and your family

December 15, 2022 / Insight from Chris Schoonderwoerd, CFP, Wealth Advisor

Living benefit health insurance products can help meet the financial challenges you and your family may encounter because of critical illness, disability, or to provide for your long-term care. Contact Chris to learn more about these options to protect yourself and your family.

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Vital for Any Wealth Management Strategy

November 18, 2022 / Insight from Jan Frederickson, CFP®, Senior Wealth Advisor

Thoughtful tax planning is vital for any wealth management strategy. Tax planning is the practice of analyzing and arranging your finances to legally maximize tax deductions and minimize tax liability.

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Wills and Estate planning

October 21, 2022 / Insight from Jane Alm, Senior Wealth Advisor and David Koski, The Estate House

In the financial calendar, October has both Wills Week (October 3-7) and Small Business Week (October 16-22). As part of raising awareness about these topics, the Angus Watt Advisory Group hosted a client information session to address key points of wills and estate planning.

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Giving while living – an introduction

September 15, 2022 / Insight from Jim Watt, BA (Hons), Senior Wealth Advisor

A growing number of Canadians are looking to gift some or all their assets while they are still alive. This is known as “giving while living”. Giving while living provides some immediate tax and financial advantages to you and provides you the opportunity to see the good your gifting creates while you are still alive.

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Strategies for maximizing retirement income

August 12, 2022 / Insight from Dawn Hawley, CFP ®, TEP, CDFS, Financial Planner

Today, CPP can play a bigger role in the security of your retirement income.   Following from Dawn’s last article, learn more about CPP and considerations for your planning.

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A Rethink on Government Retirement Income – CPP

July 15, 2022 / Insight from Dawn Hawley, CFP ®, TEP, CDFS, Financial Planner

CPP is a contributory plan, one that most Canadians pay into during their working years. We will discuss some of the positive changes to CPP which have necessitated more consideration when looking at when to draw benefits from CPP.

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RESPs – a smart investment for your child’s education

June 10, 2022 / Insight from Jim Watt, BA (Hons), Senior Wealth Advisor

Making the decision to start saving early for your child’s education is prudent and easy. One of the best ways to save for your child’s education is by starting a Registered Education Savings Plan, or RESP. 

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We Cross Cancer builds hope for patient treatment

May 13, 2022 / Insight from J. Angus Watt, Senior Wealth Advisor

Almost one in every two Albertans will develop cancer in their lifetime. Edmonton’s Cross Cancer Institute has kicked off a $30M fundraising campaign, We Cross Cancer, to support innovative research and treatment options.

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Insurance: A Sophisticated Financial Tool

April 21, 2022 / Insight from Chris Schoonderwoerd, CFP®, Wealth Advisor

Difficult discussions shouldn’t scare people away from exploring insurance options. It’s a critical part of protecting the money you’ve worked for and the people you care about.

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The Payoff of Patience and Discipline: Learning to Love Compound Interest

February 18, 2021 / Insight from Ksenia Lee, Ba, CFP®, Wealth Advisor

There is a quote that is often attributed to Albert Einstein - I do not know if he actually said it, but the point is well-made: “Compound interest is the 8th wonder of the world. He who understands it, earns it; he who doesn't, pays it.”

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Impact Investing - Community Wealth Considerations

January 28, 2022 / Insight from Jim Watt, Senior Wealth Advisor

“Impact investing” is a growing area of curiosity for folks seeking more active involvement in their investments, and it is a theme to explore this new year as many people resolve to try and have a more positive impact on the world around us.

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RRSPs and TFSAs: Which Vehicle for Which Journey

December 15, 2021 / Insight from Jane Alm, Senior Wealth Advisor

New investors often ask about the difference between Registered Retirement Savings Plans (RRSPs) and Tax-Free Savings Accounts (TFSAs). I like to refer to these investment vehicles as two separate buckets of money you’d use for different things.

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Putting taboo topics on the table

November 15, 2021 / Insight from Angus Watt, Senior Weath Advisor

When I was a kid, most people didn’t talk openly about their money. They didn’t talk about finances in front of the family, and they certainly didn’t discuss dying. Those conversations were too taboo to have out in the open if they happened at all.

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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 Martin Gagnon 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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