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Blog by Westgroup Financial Management Inc.
  • What Is Life Insurance And How Much Do You Need?

    Author: Westgroup Financial Management Inc. | Jun 10, 2024 | Categories: Insurance Advisor , Insurance Agency , Investment Services

    Blog by Westgroup Financial Management Inc.

    Life insurance is a crucial aspect of financial planning that is often overlooked. It is a contract between you and an insurance company, where you agree to pay a premium in exchange for a lump sum payment to your beneficiaries upon your death. Life insurance can help your loved ones cover expenses such as funeral costs, outstanding debts, and living expenses in the event of your untimely death.

    So how do you determine how much life insurance you need? The amount of life insurance you need depends on several factors, including your age, income, debts, and overall financial goals. Here are some factors to consider when determining how much life insurance you need:
     

    CLICK HERE TO READ THE FULL ARTICLE »


  • What is Critical Illness Insurance? Why do you need it and how does it work?

    Author: Westgroup Financial Management Inc. | May 13, 2024 | Categories: Insurance Advisor , Insurance Agency , Investment Services

    Blog by Westgroup Financial Management Inc.

    When it comes to financial planning, it's essential to consider all possibilities, including the event of a critical illness. This is where critical illness insurance comes in, and it's a type of insurance that provides a lump-sum payment to the policyholder if they're diagnosed with a critical illness. In this blog, we'll discuss what critical illness insurance is, why you need it, and how it works.
     

    CLICK HERE TO READ THE FULL ARTICLE »


  • 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 »


  • 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 »


  • Season’s Greetings From Westgroup Financial Management Inc.

    Author: Westgroup Financial Management Inc. | Dec 28, 2021 | Categories: Business Planning , Financial Consultant , Insurance Agency

    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 2022!

    CLICK HERE TO READ THE FULL ARTICLE »


  • Benefits Of Index Investing

    Author: Westgroup Financial Management Inc. | Sep 28, 2021 | Categories: Business Advice , Finance Broker , Insurance Agency

    Blog by Westgroup Financial Management Inc.

    Investing in index funds has long been considered one of the smartest investment moves you can make. Index funds are affordable, enable diversification, and tend to generate attractive returns over time. Historically, index funds outperform other types of funds that are actively managed by top investment firms.

    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 »


  • Checklist for Small Businesses

    Author: External Author | Jun 09, 2021 | Categories: Insurance Agency , Insurance Broker

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

    Article Written By:  NA

    Original Article Posted on:  2021-04-14

    Link to Original Article:  https://www.canada.ca/en/revenue-agency/services/tax/businesses/small-businesses-self-employed-income/checklist-small-businesses.html

    CLICK HERE TO READ THE FULL ARTICLE »


  • What is short-term disability insurance?

    Author: External Author | Jun 02, 2021 | Categories: Insurance Agency , Insurance Broker

    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/short-term-disability-insurance-canada/

    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 »


  • How Canadians Can Save Money on Life Insurance Policies

    Author: External Author | Apr 28, 2021 | Categories: Insurance Agency , Insurance Broker

    Original Article Source Credits:   Greedyrates , https://www.greedyrates.ca/

    Article Written By:  Hannah Logan

    Original Article Posted on:   April 5, 2021

    Link to Original Article:  https://www.greedyrates.ca/blog/how-to-save-on-life-insurance-in-canada/

    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 »


  • 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 »


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Recent Posts

  • What Is Life Insurance And How Much Do You Need?
  • What is Critical Illness Insurance? Why do you need it and how does it work?
  • Season’s Greetings from Westgroup Financial Management Inc.
  • How Coronavirus Has Impacted Equity Markets
  • Season’s Greetings From Westgroup Financial Management Inc.
  • Benefits Of Index Investing
  • What Tests Are Required For Life Insurance?
  • Checklist for Small Businesses
  • What is short-term disability insurance?
  • Here's what to do when term life insurance expires
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  • home
  • About Us
  • Our Services
    • Our Services
    • Wealth Management
    • Financial Investments
    • Insurance Planning
    • Estate Planning
    • Business Services
    • Charitable Giving
    • Residential Mortgage
    • Commercial Mortgages
    • Service Areas
    • Life Insurance
    • Travel Insurance
    • Disability Insurance
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