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Blog by Westgroup Financial Management Inc.
  • IT'S TFSA & RRSP SEASON

    Author: Westgroup Financial Management Inc. | Jan 25, 2023

    Blog by Westgroup Financial Management Inc.

    Take advantage of a discounted market and the additional $6,500 TFSA contribution room for 2023, and maximize your tax savings for your 2022 income by contributing to an RRSP account.

    If you know how much you would like to contribute to your TFSA and/or RRSP accounts, please email us, and we will initiate the contribution after we reach out to you. If you would like more information or have any questions, we can book a quick phone meeting. Markets are discounted and it is a great time to get in and capture higher long-term growth!

    Please email admin@westgroupfinancial.com or call us at (604) 588-9688 to schedule an appointment with one of our advisors for all of your Investment, Insurance, and Estate Planning needs.

    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 »


  • 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 »


  • 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 »


  • 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 »


  • 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 »


  • Common Mistakes People Make When Investing

    Author: Westgroup Financial Management Inc. | Jan 21, 2022 | Categories: Business Advice , Financial Consultant , Investment Planner

    Blog by Westgroup Financial Management Inc.

    Investing in financial markets is one of the quicker ways to build long-term wealth. Over time, your investment is likely to earn solid returns and beat inflation. However, not every investment idea is a good one, and if you aren’t paying attention to what you’re doing, your mistakes could prove costly. Know that successful investment is not merely about selecting the right stocks, but it’s where one must also avoid common errors that might undo all the hard work put in previously.

    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 »


  • Instalment payments for clients who owe taxes

    Author: External Author | Jun 23, 2021 | Categories: Financial Advisor , Financial Consultant , Financial Institution

    Original Article Source Credits: Advisor's Edge, https://www.advisor.ca/

    Article Written By: Jamie Golombek 

    Original Article Posted on: 11th May 2021

    Link to Original Article: https://www.advisor.ca/tax/tax-news/instalment-payments-for-clients-who-owe-taxes/

    CLICK HERE TO READ THE FULL ARTICLE »


  • Government to reimburse self-employed workers who repaid CERB

    Author: External Author | Jun 23, 2021 | Categories: Financial Advisor , Financial Consultant , Financial Planner

    Original Article Source Credits: Advisor's Edge, https://www.advisor.ca/

    Article Written By: Staff, Canadian Press

    Original Article Posted on: 27th May 2021

    Link to Original Article: https://www.advisor.ca/tax/tax-news/government-to-reimburse-self-employed-workers-who-repaid-cerb/

    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 »


  • 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 »


  • Maximize tax breaks by equalizing joint retirement incomes, experts say

    Author: External Author | May 19, 2021 | Categories: Business Planning , Financial Advisor

    Original Article Source Credits:   CPA Canada , https://www.cpacanada.ca/

    Article Written By:   SOPHIE NICHOLLS JONES

    Original Article Posted on:  5.6.2021

    Link to Original Article:  https://www.cpacanada.ca/en/news/canada/2021-05-06-couples-retirement-equalizing-incomes

    CLICK HERE TO READ THE FULL ARTICLE »


  • Understanding income attribution and how to deal with it at tax time

    Author: External Author | May 05, 2021 | Categories: Financial Planner , Investment Banking

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

    Article Written By:   JASON HEATH 

    Original Article Posted on:  APRIL 5, 2021

    Link to Original Article:  https://www.moneysense.ca/columns/ask-a-planner/understanding-income-attribution-and-how-to-deal-with-it-at-tax-time/

    CLICK HERE TO READ THE FULL ARTICLE »


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Recent Posts

  • IT'S TFSA & RRSP SEASON
  • Five Tips To Help You Get The Most Out Of Your Investments
  • Season’s Greetings from Westgroup Financial Management Inc.
  • Frequently Asked Questions About Wills And Estate Planning
  • Common Mistakes People Make When Investing Long Term
  • How Coronavirus Has Impacted Equity Markets
  • Mutual Funds vs. Segregated Funds
  • How To Retire Comfortably
  • Common Mistakes People Make When Investing
  • Season’s Greetings From Westgroup Financial Management Inc.
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  • home
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