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Blog by Westgroup Financial Management Inc.
  • Insights into the Current Economic Landscape: Stock Market Trends, Inflationary Pressures, Job Creation, and Economic Outlook

    Author: Westgroup Financial Management Inc. | Jun 12, 2023 | Categories: Business Advice , Finance Broker , Personal Financial Management

    Blog by Westgroup Financial Management Inc.

    The short-term performance of stock markets can vary based on a range of factors, including economic conditions, corporate earnings, monetary policies, and geopolitical events. Investing should always be looked at long term, whether it is an investment in Real Estate, a Business, or the Stock Market. The current year-to-date return for the NASDAQ 100 Index is 31.67% as of June 7th, 2023, and the S&P 500 total years-to-date returns are 11.59% as of June 7th, 2023. Most of the gains in markets were driven by mega market cap technology companies. It would be very unusual for the stock market to go back to the low or bottom we saw in 2022 after recovering to date. The S&P 500 broke a 12-month negative streak in April 2023. It is not typical for negative returns to persist so long; considering historical records, the market’s historical stats have shown to push forward into a bull run for a good 8-10 years after a downturn in the markets, as we experienced in 2022. Considering these facts, it is an excellent time to invest as there is a lot more clarity on the trajectory of where the markets are headed with a positive outlook.

    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 »


  • How To Retire Comfortably

    Author: Westgroup Financial Management Inc. | Feb 07, 2022 | Categories: Financial Consultant , Financial Planner , Personal Financial Management

    Blog by Westgroup Financial Management Inc.

    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.

    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 »


  • 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 »


  • 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

  • Insights into the Current Economic Landscape: Stock Market Trends, Inflationary Pressures, Job Creation, and Economic Outlook
  • Mutual Funds vs. Segregated Funds
  • How To Retire Comfortably
  • TFSA limit for 2021 released
  • One-time payment to persons with disabilities
  • Canada Revenue Agency: 2 Crucial COVID-19 Tax Breaks for 2020
  • Top Five Things To Look For When Hiring A Financial Planner
  • Karm Panesar
  • The Faces Behind Westgroup Financial Management Inc.
  • Announcing The New Website
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