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.

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/

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:   Money Sense , https://www.moneysense.ca/

Article Written By:   JASON HEATH 

Original Article Posted on:  APRIL 5, 2021

Link to Original Article:  https://www.moneysense.ca/columns/ask-a-planner/understanding-income-attribution-and-how-to-deal-with-it-at-tax-time/

Original Article Source Credits:   Canada.ca , https://www.canada.ca/

Article Written By:  NA

Original Article Posted on:  2021-02-16

Link to Original Article:  https://www.canada.ca/en/innovation-hub/services/reports-resources/using-behavioural-insights-encourage-charitable-donations-among-repeat-donors.html

Original Article Source Credits:   The Top 100 Magazine , https://www.thetop100magazine.com/

Article Written By:  NA

Original Article Posted on:  NA

Link to Original Article:  https://www.thetop100magazine.com/karm-panesar

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:   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

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!