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

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:   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

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/

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

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/

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

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!