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.

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.
 

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.

Are you planning to retire within the next few years? Then it’s time to initiate certain actions to ensure a secure and financially stable retirement whilst enjoying life. You need to start by reviewing your finances to ensure your future income will allow you to enjoy the lifestyle you want. Your preliminary decisions of planning ahead will allow you to be more equipped to handle retirement in a successful and enjoyable manner.

Investing in financial markets is one of the quicker ways to build long-term wealth. Over time, your investment is likely to earn solid returns and beat inflation. However, not every investment idea is a good one, and if you aren’t paying attention to what you’re doing, your mistakes could prove costly. Know that successful investment is not merely about selecting the right stocks, but it’s where one must also avoid common errors that might undo all the hard work put in previously.

Westgroup Financial Management Inc. wishes you and your family a wonderful Holiday Season and a happy, healthy, and peaceful New Year 2022!

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/

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

Article Written By: Staff, Canadian Press

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Link to Original Article: https://www.advisor.ca/tax/tax-news/government-to-reimburse-self-employed-workers-who-repaid-cerb/

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

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

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

Article Written By:  Staff

Original Article Posted on:  April 7, 2021

Link to Original Article:  https://www.advisor.ca/tax/tax-news/cra-tax-tips-for-the-self-employed/

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/

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/

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/

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: 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:   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

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.