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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.

    CLICK HERE TO READ THE FULL ARTICLE »


  • Retirement Planning Strategies for a Secure Future

    Author: Westgroup Financial Management Inc. | Nov 13, 2023 | Categories: Financial Advisor , Financial Consultant , Financial Planner

    Blog by Westgroup Financial Management Inc.

    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.
     

    CLICK HERE TO READ THE FULL ARTICLE »


  • 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.
     

    CLICK HERE TO READ THE FULL ARTICLE »


  • 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.

    CLICK HERE TO READ THE FULL ARTICLE »


  • How Coronavirus Has Impacted Equity Markets

    Author: Westgroup Financial Management Inc. | Jul 12, 2022 | Categories: Business Advice , Business Planning , Financial Advisor , Financial Institution , Financial Investment Planning , Insurance Agency , Insurance Broker , Wealth Management

    Blog by Westgroup Financial Management Inc.

    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.

    CLICK HERE TO READ THE FULL ARTICLE »


  • Mutual Funds vs. Segregated Funds

    Author: Westgroup Financial Management Inc. | Mar 01, 2022 | Categories: Financial Advisor , Investment Services , Personal Financial Management

    Blog by Westgroup Financial Management Inc.

    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. 

    CLICK HERE TO READ THE FULL ARTICLE »


  • Instalment payments for clients who owe taxes

    Author: External Author | Jun 23, 2021 | Categories: Financial Advisor , Financial Consultant , Financial Institution

    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/

    CLICK HERE TO READ THE FULL ARTICLE »


  • Government to reimburse self-employed workers who repaid CERB

    Author: External Author | Jun 23, 2021 | Categories: Financial Advisor , Financial Consultant , Financial Planner

    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/

    CLICK HERE TO READ THE FULL ARTICLE »


  • Death, taxes and your RRSP: What you need to know to minimize the tax hit to your estate

    Author: External Author | Jun 23, 2021 | Categories: Financial Advisor , Financial Consultant , Financial Planner , Insurance Advisor

    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

    CLICK HERE TO READ THE FULL ARTICLE »


  • What Tests Are Required For Life Insurance?

    Author: External Author | Jun 23, 2021 | Categories: Financial Advisor , Financial Consultant , Financial Planner , Insurance Advisor , Insurance Agency

    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

    CLICK HERE TO READ THE FULL ARTICLE »


  • Maximize tax breaks by equalizing joint retirement incomes, experts say

    Author: External Author | May 19, 2021 | Categories: Business Planning , Financial Advisor

    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

    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

    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 »


  • 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

    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

    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

    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

    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

    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 »


  • 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.

    CLICK HERE TO READ THE FULL ARTICLE »


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Recent Posts

  • How To Choose The Right Insurance Broker
  • Retirement Planning Strategies for a Secure Future
  • Why You Need a Financial Advisor: The Benefits of Professional Guidance
  • Frequently Asked Questions About Wills And Estate Planning
  • How Coronavirus Has Impacted Equity Markets
  • Mutual Funds vs. Segregated Funds
  • Instalment payments for clients who owe taxes
  • Government to reimburse self-employed workers who repaid CERB
  • Death, taxes and your RRSP: What you need to know to minimize the tax hit to your estate
  • What Tests Are Required For Life Insurance?
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