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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How To Choose The Right Insurance Broker
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Retirement Planning Strategies for a Secure Future
Retirement planning is a journey that requires careful consideration and strategy. As you dream of a secure future, it's crucial to implement the right retirement planning strategies. In this blog, I'll walk you through key steps and insights to help you build a retirement plan that ensures financial security in your golden years.
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Why You Need a Financial Advisor: The Benefits of Professional Guidance
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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Frequently Asked Questions About Wills And Estate Planning
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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How Coronavirus Has Impacted Equity Markets
Through the lockdowns and the changes taking place, people were unsure about the processes that they were getting into. However, one thing that stayed constant is that they wanted assistance when it came to getting through many of the processes. Businesses and companies would make sure that they were getting assistance wherever they could so they could spend their time and effort working on something that made sense to them.
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Mutual Funds vs. Segregated Funds
Many investors have heard about mutual funds and the wealth potential they have as an investment. However, very few know about segregated funds and their unique features. Like mutual funds, segregated funds are pooled investments. They combine the money of many investors, creating economies of scale and giving you access to investment opportunities that might not be available otherwise. As experts in the field, we at Westgroup Financial Management Inc have written down information that will help you decide if you need to go the mutual fund or the segregated fund way.
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Instalment payments for clients who owe taxes
Original Article Source Credits: Advisor's Edge, https://www.advisor.ca/
Article Written By: Jamie Golombek
Original Article Posted on: 11th May 2021
Link to Original Article: https://www.advisor.ca/tax/tax-news/instalment-payments-for-clients-who-owe-taxes/
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Government to reimburse self-employed workers who repaid CERB
Original Article Source Credits: Advisor's Edge, https://www.advisor.ca/
Article Written By: Staff, Canadian Press
Original Article Posted on: 27th May 2021
Link to Original Article: https://www.advisor.ca/tax/tax-news/government-to-reimburse-self-employed-workers-who-repaid-cerb/
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Death, taxes and your RRSP: What you need to know to minimize the tax hit to your estate
Original Article Source Credits: Financial Post, https://financialpost.com/
Article Written By: Jamie Golombek
Original Article Posted on: 14th May 2021
Link to Original Article: https://financialpost.com/personal-finance/taxes/death-taxes-and-your-rrsp-what-you-need-to-know-to-minimize-the-tax-hit-to-your-estate
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What Tests Are Required For Life Insurance?
Original Article Source Credits: Money Under 30, https://www.moneyunder30.com/
Article Written By: Amy Bergen
Original Article Posted on: 27th May 2021
Link to Original Article: https://www.moneyunder30.com/tests-required-for-life-insurance
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Maximize tax breaks by equalizing joint retirement incomes, experts say
Original Article Source Credits: CPA Canada , https://www.cpacanada.ca/
Article Written By: SOPHIE NICHOLLS JONES
Original Article Posted on: 5.6.2021
Link to Original Article: https://www.cpacanada.ca/en/news/canada/2021-05-06-couples-retirement-equalizing-incomes
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Best Wealth Management CEO (Western Canada): Karm Panesar
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/
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CRA: 3 Huge TFSA, RRSP, and CPP Changes in 2021
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/
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Canada Revenue Agency: Your TFSA Limit Is $6,000 More 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/
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TFSA limit for 2021 released
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
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One-time payment to persons with disabilities
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
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Got $6,000 in TFSA Cash? Here’s How to Turn it Into $10,000 in 5 Years!
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/
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Canada Revenue Agency: 2 Crucial COVID-19 Tax Breaks for 2020
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
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THE GLOBAL CEO EXCELLENCE AWARDS ANNOUNCED.
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
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Top Five Things To Look For When Hiring A Financial Planner
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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