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Blog by Westgroup Financial Management Inc.
  • Season’s Greetings from Westgroup Financial Management Inc.

    Author: Westgroup Financial Management Inc. | Dec 26, 2022 | Categories: Insurance Advisor , Insurance Agency , Insurance Broker

    Blog by Westgroup Financial Management Inc.

    Westgroup Financial Management Inc. wishes you and your family a wonderful Holiday Season, and a happy, healthy, and peaceful New Year 2023!

    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 »


  • Here's what to do when term life insurance expires

    Author: External Author | May 26, 2021 | Categories: Insurance Advisor , Insurance Agency

    Original Article Source Credits:   Financial Post , https://financialpost.com/

    Article Written By:  Juliette Baxter

    Original Article Posted on:  April 27, 2021

    Link to Original Article:  https://financialpost.com/moneywise/heres-what-to-do-when-term-life-insurance-expires

    CLICK HERE TO READ THE FULL ARTICLE »


  • You need long-term disability insurance. Now what?

    Author: External Author | Apr 15, 2021 | Categories: Insurance Advisor , Insurance Agency

    Original Article Source Credits:   Money Sense , https://www.moneysense.ca/

    Article Written By:   RENEE SYLVESTRE-WILLIAMS 

    Original Article Posted on:  MARCH 30, 2021

    Link to Original Article:  https://www.moneysense.ca/spend/insurance/life-insurance/long-term-disability-insurance-canada/

    CLICK HERE TO READ THE FULL ARTICLE »


  • Transferring Wealth with Life Insurance

    Author: External Author | Feb 24, 2021 | Categories: Insurance Advisor , Insurance Agency , Wealth Management

    Original Article Source Credits:   The Balance , https://www.thebalance.com/

    Article Written By:  Mila Araujo

    Original Article Posted on:  July 07, 2020

    Link to Original Article:  https://www.thebalance.com/transferring-wealth-with-life-insurance-2645786

    CLICK HERE TO READ THE FULL ARTICLE »


  • Can life insurance be used as a fixed income investment?

    Author: External Author | Feb 03, 2021 | Categories: Insurance Advisor , Investment Planner , Investment Services

    Original Article Source Credits:   Money Sense , https://www.moneysense.ca/

    Article Written By:  JASON HEATH

    Original Article Posted on:  DECEMBER 21, 2020

    Link to Original Article:  https://www.moneysense.ca/columns/ask-a-planner/can-life-insurance-be-used-as-a-fixed-income-investment/

    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 »


  • 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 »


  • 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.

    CLICK HERE TO READ THE FULL ARTICLE »


  • 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. 

    CLICK HERE TO READ THE FULL ARTICLE »


  • 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

  • Season’s Greetings from Westgroup Financial Management Inc.
  • 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?
  • Here's what to do when term life insurance expires
  • You need long-term disability insurance. Now what?
  • Transferring Wealth with Life Insurance
  • Can life insurance be used as a fixed income investment?
  • TFSA limit for 2021 released
  • One-time payment to persons with disabilities
  • THE GLOBAL CEO EXCELLENCE AWARDS ANNOUNCED.
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