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Latest Edition: April 19, 2024

Navigating Risk and Reward: Understanding Your Investment Objectives

April 10, 2024 / Insight from Jim Watt, Senior Wealth Advisor

Investing can be a complicated journey, filled with opportunities for growth and financial freedom. However, it's not without its challenges. One of the most crucial aspects of successful investing is understanding your risk tolerance and aligning your investment objectives accordingly. This blog gets into some of the nuance around understanding risk tolerance and getting comfortable with market volatility.

Past News

Maximizing Wealth Beyond the Portfolio: Diversification in Financial Tools for Retirement

March 11, 2024 / Insight from Elena Babin, Senior Advisor in Financial Planning & Business Development

One of the things I often see when working with people approaching retirement age is a lack of diversification in the tools they use to build their wealth. In this context, when I say diversification, I don’t mean a diversified portfolio of investments, but rather a diverse set of tools for investing. 

Philanthropy is about more than opening our wallets: Making an impact

February 20, 2024 / Insight from J. Angus Watt, Senior Wealth Advisor

Philanthropy isn't just about opening our wallets. It's about opening our hearts and minds to the needs of others and finding ways to make a real impact. it's crucial to ensure that your philanthropic investments are strategically directed. Deliberate and thoughtful philanthropy can yield the maximum impact. Here are four strategies to assist you in developing effective approaches to enhance the outcomes of your charitable initiatives.

The Money Talk: Teaching Kids Financial Responsibility

November 27, 2023 / Insight from Jane Alm, Senior Wealth Advisor

As parents, one of the most valuable lessons we can teach our kids is the value of money and the skills to be financially responsible. November is financial literacy month, which is the perfect time to introduce the importance of the ‘money talk’ and start your kids on the path to financial literacy. Here are some ideas on ways to get started.

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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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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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.

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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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