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Blog by Westgroup Financial Management Inc.
  • How To Choose The Right Insurance Broker

    Author: Westgroup Financial Management Inc. | Jun 10, 2024 | Categories: Finance Broker , Financial Advisor , Financial Consultant

    Blog by Westgroup Financial Management Inc.

    Navigating the insurance world can often feel challenging due to myriad options, complex terms, and the ever-present fear of making the wrong choice. Selecting the right insurance broker for personal security or safeguarding your business assets can significantly influence your peace of mind and financial health. In this comprehensive guide, we'll walk you through the essential steps to find an insurance broker who meets and exceeds your expectations, ensuring you’re well-equipped to make an informed decision.

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  • Why You Need a Financial Advisor: The Benefits of Professional Guidance

    Author: Westgroup Financial Management Inc. | Oct 16, 2023 | Categories: Finance Broker , Financial Advisor , Insurance Advisor

    Blog by Westgroup Financial Management Inc.

    In today's fast-paced world, managing your finances has become increasingly complex. Whether you're planning for retirement, investing for the future, or simply looking to secure your financial well-being, the importance of professional guidance cannot be overstated. In this blog, I'll delve into the myriad reasons why you need a financial advisor and the invaluable benefits they bring to the table.
     

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  • Insights into the Current Economic Landscape: Stock Market Trends, Inflationary Pressures, Job Creation, and Economic Outlook

    Author: Westgroup Financial Management Inc. | Jun 12, 2023 | Categories: Business Advice , Finance Broker , Personal Financial Management

    Blog by Westgroup Financial Management Inc.

    The short-term performance of stock markets can vary based on a range of factors, including economic conditions, corporate earnings, monetary policies, and geopolitical events. Investing should always be looked at long term, whether it is an investment in Real Estate, a Business, or the Stock Market. The current year-to-date return for the NASDAQ 100 Index is 31.67% as of June 7th, 2023, and the S&P 500 total years-to-date returns are 11.59% as of June 7th, 2023. Most of the gains in markets were driven by mega market cap technology companies. It would be very unusual for the stock market to go back to the low or bottom we saw in 2022 after recovering to date. The S&P 500 broke a 12-month negative streak in April 2023. It is not typical for negative returns to persist so long; considering historical records, the market’s historical stats have shown to push forward into a bull run for a good 8-10 years after a downturn in the markets, as we experienced in 2022. Considering these facts, it is an excellent time to invest as there is a lot more clarity on the trajectory of where the markets are headed with a positive outlook.

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  • Busted! Don’t Believe These Common Investing Myths!

    Author: Westgroup Financial Management Inc. | Feb 01, 2023 | Categories: Business Advice , Finance Broker , Investment Services

    Blog by Westgroup Financial Management Inc.

    Common investment can help individuals save money for their future financial goals. It can provide security and peace of mind knowing that money is set aside specifically for retirement or other long-term goals.

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  • Frequently Asked Questions About Wills And Estate Planning

    Author: Westgroup Financial Management Inc. | Sep 07, 2022 | Categories: Business Advice , Business Planning , Estate Planning , Finance Broker , Financial Advisor , Financial Consultant , Financial Institution , Financial Investment Planning , Financial Planner , Investment Planner , Investment Services

    Blog by Westgroup Financial Management Inc.

    If you are new to investing and aspects like financial planning and wealth management, you may have several questions and doubts about the industry. These may pertain to risks, costs, and your overall financial health. To clear your confusion and arm you with the information you need to make the right decisions, Westgroup Financial Management Inc. has answered some of the most frequently asked questions about estate planning. These answers are based on our experience so that you have first-hand information that gives you the power.

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  • Benefits Of Index Investing

    Author: Westgroup Financial Management Inc. | Sep 28, 2021 | Categories: Business Advice , Finance Broker , Insurance Agency

    Blog by Westgroup Financial Management Inc.

    Investing in index funds has long been considered one of the smartest investment moves you can make. Index funds are affordable, enable diversification, and tend to generate attractive returns over time. Historically, index funds outperform other types of funds that are actively managed by top investment firms.

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

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

    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 »


  • 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

    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 »


  • THE GLOBAL CEO EXCELLENCE AWARDS ANNOUNCED.

    Author: Westgroup Financial Management Inc. | Sep 09, 2020 | Categories: Business Advice , Business Planning , Charitable Giving , Estate Planning , Finance Broker , Financial Advisor , Financial Consultant , Financial Institution , Financial Investment Planning , Financial Planner , Insurance Advisor , Insurance Agency , Insurance Broker , Investment Banking , Investment Services

    Blog by Westgroup Financial Management Inc.

    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

    CLICK HERE TO READ THE FULL ARTICLE »


  • Top Five Things To Look For When Hiring A Financial Planner

    Author: Westgroup Financial Management Inc. | Aug 07, 2020 | Categories: Business Advice , Business Planning , Charitable Giving , Estate Planning , Finance Broker , Financial Advisor , Financial Consultant , Financial Institution , Financial Investment Planning , Financial Planner , Insurance Advisor , Insurance Agency , Insurance Broker , Investment Banking , Investment Planner , Investment Services , Money Manager , Personal Financial Management , Wealth Management

    Blog by Westgroup Financial Management Inc.

    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.

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  • Karm Panesar

    Author: Karm Panesar | Jul 09, 2020 | Categories: Business Advice , Business Planning , Charitable Giving , Estate Planning , Finance Broker , Financial Advisor , Financial Consultant , Financial Institution , Financial Investment Planning , Financial Planner , Insurance Advisor , Insurance Agency , Insurance Broker , Investment Banking , Investment Planner , Investment Services , Money Manager , Personal Financial Management , Wealth Management

    Blog by Westgroup Financial Management Inc.

    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.

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  • The Faces Behind Westgroup Financial Management Inc.

    Author: Westgroup Financial Management Inc. | May 03, 2020 | Categories: Business Advice , Business Planning , Charitable Giving , Estate Planning , Finance Broker , Financial Advisor , Financial Consultant , Financial Institution , Financial Investment Planning , Financial Planner , Insurance Advisor , Insurance Agency , Insurance Broker , Investment Banking , Investment Planner , Investment Services , Money Manager , Personal Financial Management , Wealth Management

    Blog by Westgroup Financial Management Inc.

    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. 

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  • Announcing The New Website

    Author: Westgroup Financial Management Inc. | Mar 01, 2020 | Categories: Business Advice , Business Planning , Charitable Giving , Estate Planning , Finance Broker , Financial Advisor , Financial Consultant , Financial Institution , Financial Investment Planning , Financial Planner , Insurance Advisor , Insurance Agency , Insurance Broker , Investment Banking , Investment Planner , Investment Services , Money Manager , Personal Financial Management , Wealth Management

    Announcing The New Website

    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.

    CLICK HERE TO READ THE FULL ARTICLE »


  • New website under construction

    Author: Westgroup Financial Management Inc. | Jan 26, 2020 | Categories: Business Advice , Business Planning , Charitable Giving , Estate Planning , Finance Broker , Financial Advisor , Financial Consultant , Financial Institution , Financial Investment Planning , Financial Planner , Insurance Advisor , Insurance Agency , Insurance Broker , Investment Banking , Investment Planner , Investment Services , Money Manager , Personal Financial Management , Wealth Management

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

    CLICK HERE TO READ THE FULL ARTICLE »


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Recent Posts

  • How To Choose The Right Insurance Broker
  • Why You Need a Financial Advisor: The Benefits of Professional Guidance
  • Insights into the Current Economic Landscape: Stock Market Trends, Inflationary Pressures, Job Creation, and Economic Outlook
  • Busted! Don’t Believe These Common Investing Myths!
  • Frequently Asked Questions About Wills And Estate Planning
  • Benefits Of Index Investing
  • Best Wealth Management CEO (Western Canada): Karm Panesar
  • CRA: 3 Huge TFSA, RRSP, and CPP Changes in 2021
  • THE GLOBAL CEO EXCELLENCE AWARDS ANNOUNCED.
  • Top Five Things To Look For When Hiring A Financial Planner
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