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Blog by Westgroup Financial Management Inc.
  • Busted! Don’t Believe These Common Investing Myths!

    Author: Westgroup Financial Management Inc. | Feb 01, 2023 | Categories: Business Advice , Finance Broker , Investment Services

    Blog by Westgroup Financial Management Inc.

    Common investment can help individuals save money for their future financial goals. It can provide security and peace of mind knowing that money is set aside specifically for retirement or other long-term goals.

    CLICK HERE TO READ THE FULL ARTICLE »


  • Five Tips To Help You Get The Most Out Of Your Investments

    Author: Westgroup Financial Management Inc. | Dec 28, 2022 | Categories: Business Planning , Financial Institution , Investment Services

    Blog by Westgroup Financial Management Inc.

    At the beginning of your investment journey, it is possible to be overwhelmed with a lot of advice from various books, videos, and content creators. You may find various articles or videos on the best stocks for options trading, the best short-term investment options, and various other catchy titles that give you investment tips. However, this isn’t the way to approach investing if you want to be successful in the long run on your own.

    CLICK HERE TO READ THE FULL ARTICLE »


  • Frequently Asked Questions About Wills And Estate Planning

    Author: Westgroup Financial Management Inc. | Sep 07, 2022 | Categories: Business Advice , Business Planning , Estate Planning , Finance Broker , Financial Advisor , Financial Consultant , Financial Institution , Financial Investment Planning , Financial Planner , Investment Planner , Investment Services

    Blog by Westgroup Financial Management Inc.

    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.

    CLICK HERE TO READ THE FULL ARTICLE »


  • Common Mistakes People Make When Investing Long Term

    Author: Westgroup Financial Management Inc. | Aug 04, 2022 | Categories: Financial Investment Planning , Investment Planner , Investment Services

    Blog by Westgroup Financial Management Inc.

    Investment planning is the process of matching your financial goals and objectives with your financial resources. Having one without the other is impossible as it’s an essential element of financial planning.

    CLICK HERE TO READ THE FULL ARTICLE »


  • Mutual Funds vs. Segregated Funds

    Author: Westgroup Financial Management Inc. | Mar 01, 2022 | Categories: Financial Advisor , Investment Services , Personal Financial Management

    Blog by Westgroup Financial Management Inc.

    Many investors have heard about mutual funds and the wealth potential they have as an investment. However, very few know about segregated funds and their unique features. Like mutual funds, segregated funds are pooled investments. They combine the money of many investors, creating economies of scale and giving you access to investment opportunities that might not be available otherwise. As experts in the field, we at Westgroup Financial Management Inc have written down information that will help you decide if you need to go the mutual fund or the segregated fund way. 

    CLICK HERE TO READ THE FULL ARTICLE »


  • CRA tax tips for the self-employed

    Author: External Author | Apr 21, 2021 | Categories: Financial Consultant , Investment Services

    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/

    CLICK HERE TO READ THE FULL ARTICLE »


  • A stock market correction may be around the corner. Here’s how investors should play it

    Author: External Author | Feb 26, 2021 | Categories: Investment Planner , Investment Services

    Original Article Source Credits:  Fortune , https://fortune.com/ 

    Article Written By: ANNE SRADERS

    Original Article Posted on:  January 26, 2021

    Link to Original Article:  https://fortune.com/2021/01/25/stock-market-news-february-2021-outlook-correction-investing-advice-predictions/

    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 »


  • Canada Revenue Agency: Your TFSA Limit Is $6,000 More in 2021

    Author: External Author | Jan 13, 2021 | Categories: Business Advice , Financial Advisor , Financial Planner , Investment Services

    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/

    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 »


  • Got $6,000 in TFSA Cash? Here’s How to Turn it Into $10,000 in 5 Years!

    Author: External Author | Nov 18, 2020 | Categories: Business Advice , Business Planning , Estate Planning , Financial Advisor , Investment Services , Money Manager , Wealth Management

    Original Article Source Credits:   The Motley Fool  , https://www.fool.ca/

    Article Written By:  Joey Frenette 

    Original Article Posted on:   October 26, 2020

    Link to Original Article:  https://www.fool.ca/2020/10/26/got-6000-in-tfsa-cash-heres-how-to-turn-it-into-10000-in-5-years/

    CLICK HERE TO READ THE FULL ARTICLE »


  • Canada Revenue Agency: 2 Crucial COVID-19 Tax Breaks for 2020

    Author: External Author | Nov 11, 2020 | Categories: Business Advice , Business Planning , Financial Advisor , Financial Consultant , Financial Investment Planning , Investment Banking , Investment Planner , Investment Services , Personal Financial Management , Wealth Management

    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

    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

  • Busted! Don’t Believe These Common Investing Myths!
  • Five Tips To Help You Get The Most Out Of Your Investments
  • Frequently Asked Questions About Wills And Estate Planning
  • Common Mistakes People Make When Investing Long Term
  • Mutual Funds vs. Segregated Funds
  • CRA tax tips for the self-employed
  • A stock market correction may be around the corner. Here’s how investors should play it
  • Can life insurance be used as a fixed income investment?
  • Canada Revenue Agency: Your TFSA Limit Is $6,000 More in 2021
  • TFSA limit for 2021 released
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Copyright © 2023 - Westgroup Financial Management Inc. Powered By Webware.io

Privacy Policy

  • 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
  • Financial Calculators
  • Testimonials
  • Blog
  • careers
  • Contact Us