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Blog by Westgroup Financial Management Inc.
  • Maximize your tax planning before our debt-ridden government comes looking for more

    Author: External Author | Apr 07, 2021 | Categories: Financial Institution , Investment Planner , Investment Services

    Blog by Westgroup Financial Management Inc.

    Original Article Source Credits:   Financial Post , https://financialpost.com/

    Article Written By:  Martin Pelletier

    Original Article Posted on:  Mar 09, 2021

    Link to Original Article:  https://financialpost.com/investing/investing-pro/maximize-your-tax-planning-before-our-debt-ridden-government-comes-looking-for-more

    CLICK HERE TO READ THE FULL ARTICLE »


  • Using Behavioural Insights to encourage charitable donations among repeat donors

    Author: External Author | Mar 31, 2021 | Categories: Business Advice , Financial Planner

    Blog by Westgroup Financial Management Inc.

    Original Article Source Credits:   Canada.ca , https://www.canada.ca/

    Article Written By:  NA

    Original Article Posted on:  2021-02-16

    Link to Original Article:  https://www.canada.ca/en/innovation-hub/services/reports-resources/using-behavioural-insights-encourage-charitable-donations-among-repeat-donors.html

    CLICK HERE TO READ THE FULL ARTICLE »


  • TFSA Wealth: How $10,000 Can Become $300,000 in 20 Years

    Author: External Author | Mar 24, 2021 | Categories: Financial Consultant , Financial Institution

    Blog by Westgroup Financial Management Inc.

    Original Article Source Credits:   The Motley Fool , https://www.fool.ca/

    Article Written By:  Andrew Walker  

    Original Article Posted on:  March 9, 2021

    Link to Original Article:  https://www.fool.ca/2021/03/09/tfsa-wealth-how-10000-can-become-300000-in-20-years/

    CLICK HERE TO READ THE FULL ARTICLE »


  • 13 Basic Rules To Grow Your Wealth Effectively

    Author: External Author | Mar 17, 2021 | Categories: Wealth Management

    Blog by Westgroup Financial Management Inc.

    Original Article Source Credits:   Lifehack , https://www.lifehack.org/

    Article Written By:  Jan Shultis

    Original Article Posted on:  NA

    Link to Original Article:  https://www.lifehack.org/articles/money/13-basic-rules-grow-your-wealth-effectively.html

    CLICK HERE TO READ THE FULL ARTICLE »


  • Best Wealth Management CEO (Western Canada): Karm Panesar

    Author: External Author | Mar 10, 2021 | Categories: Finance Broker , Financial Advisor , Financial Consultant

    Blog by Westgroup Financial Management Inc.

    Original Article Source Credits:   Ceo Review , https://www.ceo-review.com/

    Article Written By:  NA

    Original Article Posted on:  NA

    Link to Original Article:  https://www.ceo-review.com/issues/2020-global-ceo-excellence-awards/16/

    CLICK HERE TO READ THE FULL ARTICLE »


  • Karm Panesar | The Top 100 Magazine | Profile

    Author: External Author | Mar 05, 2021 | Categories: Financial Planner

    Blog by Westgroup Financial Management Inc.

    Original Article Source Credits:   The Top 100 Magazine , https://www.thetop100magazine.com/

    Article Written By:  NA

    Original Article Posted on:  NA

    Link to Original Article:  https://www.thetop100magazine.com/karm-panesar

    CLICK HERE TO READ THE FULL ARTICLE »


  • How to maximize your last-minute RRSP contribution

    Author: External Author | Mar 03, 2021 | Categories: Financial Consultant

    Blog by Westgroup Financial Management Inc.

    Original Article Source Credits:   Money Sense , https://www.moneysense.ca/

    Article Written By:  TAMAR SATOV

    Original Article Posted on:  JANUARY 25, 2021

    Link to Original Article:  https://www.moneysense.ca/sponsored-by-questrade/how-to-maximize-your-last-minute-rrsp-contribution/

    CLICK HERE TO READ THE FULL ARTICLE »


  • A stock market correction may be around the corner. Here’s how investors should play it

    Author: External Author | Feb 26, 2021 | Categories: Investment Planner , Investment Services

    Blog by Westgroup Financial Management Inc.

    Original Article Source Credits:  Fortune , https://fortune.com/ 

    Article Written By: ANNE SRADERS

    Original Article Posted on:  January 26, 2021

    Link to Original Article:  https://fortune.com/2021/01/25/stock-market-news-february-2021-outlook-correction-investing-advice-predictions/

    CLICK HERE TO READ THE FULL ARTICLE »


  • Transferring Wealth with Life Insurance

    Author: External Author | Feb 24, 2021 | Categories: Insurance Advisor , Insurance Agency , Wealth Management

    Blog by Westgroup Financial Management Inc.

    Original Article Source Credits:   The Balance , https://www.thebalance.com/

    Article Written By:  Mila Araujo

    Original Article Posted on:  July 07, 2020

    Link to Original Article:  https://www.thebalance.com/transferring-wealth-with-life-insurance-2645786

    CLICK HERE TO READ THE FULL ARTICLE »


  • Strategies for smarter charitable giving

    Author: External Author | Feb 10, 2021 | Categories: Charitable Giving

    Blog by Westgroup Financial Management Inc.

    Original Article Source Credits:   Money Sense , https://www.moneysense.ca/

    Article Written By:   JULIETTE BAXTER 

    Original Article Posted on:  DECEMBER 7, 2020

    Link to Original Article:  https://www.moneysense.ca/spend/strategies-for-smarter-charitable-giving/

    CLICK HERE TO READ THE FULL ARTICLE »


  • Can life insurance be used as a fixed income investment?

    Author: External Author | Feb 03, 2021 | Categories: Insurance Advisor , Investment Planner , Investment Services

    Blog by Westgroup Financial Management Inc.

    Original Article Source Credits:   Money Sense , https://www.moneysense.ca/

    Article Written By:  JASON HEATH

    Original Article Posted on:  DECEMBER 21, 2020

    Link to Original Article:  https://www.moneysense.ca/columns/ask-a-planner/can-life-insurance-be-used-as-a-fixed-income-investment/

    CLICK HERE TO READ THE FULL ARTICLE »


  • 5 Reasons You Need an Estate Plan

    Author: External Author | Jan 27, 2021 | Categories: Estate Planning

    Blog by Westgroup Financial Management Inc.

    Original Article Source Credits:   The Balance , https://www.thebalance.com/

    Article Written By:  Julie Ann Garber

    Original Article Posted on:  September 18, 2020

    Link to Original Article:  https://www.thebalance.com/top-reasons-why-you-need-an-estate-plan-3505444

    CLICK HERE TO READ THE FULL ARTICLE »


  • CRA: 3 Huge TFSA, RRSP, and CPP Changes in 2021

    Author: External Author | Jan 20, 2021 | Categories: Business Advice , Finance Broker , Financial Advisor , Financial Consultant , Financial Planner , Investment Banking

    Blog by Westgroup Financial Management Inc.

    Original Article Source Credits:   The Motley Fool , https://www.fool.ca/

    Article Written By:  Aditya Raghunath  

    Original Article Posted on:  December 29, 2020

    Link to Original Article:  https://www.fool.ca/2020/12/29/cra-3-huge-tfsa-rrsp-and-cpp-changes-in-2021/

    CLICK HERE TO READ THE FULL ARTICLE »


  • Canada Revenue Agency: Your TFSA Limit Is $6,000 More in 2021

    Author: External Author | Jan 13, 2021 | Categories: Business Advice , Financial Advisor , Financial Planner , Investment Services

    Blog by Westgroup Financial Management Inc.

    Original Article Source Credits:   The Motley Fool , https://www.fool.ca/

    Article Written By:  Christopher Liew, CFA  

    Original Article Posted on:  December 11, 2020

    Link to Original Article:  https://www.fool.ca/2020/12/11/canada-revenue-agency-your-tfsa-limit-is-6000-more-in-2021/

    CLICK HERE TO READ THE FULL ARTICLE »


  • TFSA limit for 2021 released

    Author: External Author | Dec 02, 2020 | Categories: Estate Planning , Financial Advisor , Financial Consultant , Financial Investment Planning , Insurance Advisor , Insurance Agency , Insurance Broker , Investment Banking , Investment Services , Personal Financial Management , Wealth Management

    Blog by Westgroup Financial Management Inc.

    Original Article Source Credits: Advisor's Edge, https://www.advisor.ca

    Article Written By: Rudy Mezzetta

    Original Article Posted on: November 20, 2020

    Link to Original Article: https://www.advisor.ca/tax/tax-news/tfsa-limit-for-2021-released

    CLICK HERE TO READ THE FULL ARTICLE »


  • One-time payment to persons with disabilities

    Author: External Author | Nov 25, 2020 | Categories: Business Advice , Business Planning , Estate Planning , Financial Advisor , Financial Consultant , Financial Institution , Financial Investment Planning , Financial Planner , Insurance Advisor , Insurance Agency , Investment Banking , Investment Planner , Investment Services , Money Manager , Personal Financial Management

    Blog by Westgroup Financial Management Inc.

    Original Article Source Credits:   Canada , https://www.canada.ca/

    Article Written By:  NA

    Original Article Posted on:  2020-10-30

    Link to Original Article:  https://www.canada.ca/en/services/benefits/covid19-emergency-benefits/one-time-payment-persons-disabilities.html

    CLICK HERE TO READ THE FULL ARTICLE »


  • Got $6,000 in TFSA Cash? Here’s How to Turn it Into $10,000 in 5 Years!

    Author: External Author | Nov 18, 2020 | Categories: Business Advice , Business Planning , Estate Planning , Financial Advisor , Investment Services , Money Manager , Wealth Management

    Blog by Westgroup Financial Management Inc.

    Original Article Source Credits:   The Motley Fool  , https://www.fool.ca/

    Article Written By:  Joey Frenette 

    Original Article Posted on:   October 26, 2020

    Link to Original Article:  https://www.fool.ca/2020/10/26/got-6000-in-tfsa-cash-heres-how-to-turn-it-into-10000-in-5-years/

    CLICK HERE TO READ THE FULL ARTICLE »


  • Canada Revenue Agency: 2 Crucial COVID-19 Tax Breaks for 2020

    Author: External Author | Nov 11, 2020 | Categories: Business Advice , Business Planning , Financial Advisor , Financial Consultant , Financial Investment Planning , Investment Banking , Investment Planner , Investment Services , Personal Financial Management , Wealth Management

    Blog by Westgroup Financial Management Inc.

    Original Article Source Credits:   Yahoo Finance , https://ca.finance.yahoo.com/

    Article Written By:  Christopher Liew, CFA

    Original Article Posted on:  October 26, 2020

    Link to Original Article:  https://ca.finance.yahoo.com/news/canada-revenue-agency-2-crucial-124522648.html

    CLICK HERE TO READ THE FULL ARTICLE »


  • Understanding EI changes, recovery benefits and the feds wage subsidy

    Author: External Author | Nov 04, 2020 | Categories: Business Advice , Business Planning , Financial Consultant , Financial Investment Planning , Investment Banking , Investment Services , Personal Financial Management

    Blog by Westgroup Financial Management Inc.

    Original Article Source Credits:   Advisor's Edge , https://www.advisor.ca/

    Article Written By:  Staff

    Original Article Posted on:  October 26, 2020

    Link to Original Article:  https://www.advisor.ca/news/economic/understanding-cerb-ei-and-the-feds-wage-subsidy/

    CLICK HERE TO READ THE FULL ARTICLE »


  • AWARDS ANNOUNCED: 30 MOST INNOVATIVE COMPANIES TO WATCH 2020 CIO BULLETIN MAGAZINE

    Author: Westgroup Financial Management Inc. | Oct 12, 2020

    Blog by Westgroup Financial Management Inc.

    Westgroup Financial Management Inc.: Financial Planners in South Surrey, BC

    Wealth Management is the art of structuring your wealth while building it and preserving it, in order to transfer it to the next generation in

    CLICK HERE TO READ THE FULL ARTICLE »


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Recent Posts

  • Maximize your tax planning before our debt-ridden government comes looking for more
  • Using Behavioural Insights to encourage charitable donations among repeat donors
  • TFSA Wealth: How $10,000 Can Become $300,000 in 20 Years
  • 13 Basic Rules To Grow Your Wealth Effectively
  • Best Wealth Management CEO (Western Canada): Karm Panesar
  • Karm Panesar | The Top 100 Magazine | Profile
  • How to maximize your last-minute RRSP contribution
  • A stock market correction may be around the corner. Here’s how investors should play it
  • Transferring Wealth with Life Insurance
  • Strategies for smarter charitable giving
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Suite #210 – 2411 160 Street, South Surrey, V3Z 0C8
Copyright © 2021 - Westgroup Financial Management Inc. Powered By Webware.io

Privacy Policy

  • Home
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    • Our Services
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