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

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/

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/

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

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

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/

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

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/

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

Global CEO Excellence Award Winner is Karm Panesar

When it comes to managing wealth, a life long entrepreneur is one of the best people to run to. Karm Panesar has been making money since he was high school, opening his first business at the age of eighteen. With

Whether you’re struggling to purchase the right type of investment or want to set up a retirement plan, managing your finances without understanding the ins and outs of the financial industry can be challenging. At such times, working with a trusted financial planner to help you bolster your overall financial picture is incredibly beneficial.

Karm Panesar is a lifelong entrepreneur who dove into the world of accounting straight out of high school and at just 18 years old opened his first business—one of many successful ventures over the past 15 years.

Meet Karm Panesar, President and Founder, and Bal Kundan, Vice-President and Co-Founder of Westgroup Financial Management Inc. Here’s their story about how it all started and what matters to them. 

We are delighted to announce the launch of our new website!
Our new website provides our existing and prospective clients a simple yet interactive view of our work and the services we offer.

New Website Coming Soon!
We are currently revamping our website. Our new website will be interactive and mobile friendly!