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Blog by Westgroup Financial Management Inc.
  • 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 »


  • 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 »


  • 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 »


  • Using Behavioural Insights to encourage charitable donations among repeat donors

    Author: External Author | Mar 31, 2021 | Categories: Business Advice , Financial Planner

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

    Article Written By:  NA

    Original Article Posted on:  2021-02-16

    Link to Original Article:  https://www.canada.ca/en/innovation-hub/services/reports-resources/using-behavioural-insights-encourage-charitable-donations-among-repeat-donors.html

    CLICK HERE TO READ THE FULL ARTICLE »


  • TFSA Wealth: How $10,000 Can Become $300,000 in 20 Years

    Author: External Author | Mar 24, 2021 | Categories: Financial Consultant , Financial Institution

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

    Article Written By:  Andrew Walker  

    Original Article Posted on:  March 9, 2021

    Link to Original Article:  https://www.fool.ca/2021/03/09/tfsa-wealth-how-10000-can-become-300000-in-20-years/

    CLICK HERE TO READ THE FULL ARTICLE »


  • 13 Basic Rules To Grow Your Wealth Effectively

    Author: External Author | Mar 17, 2021 | Categories: Wealth Management

    Original Article Source Credits:   Lifehack , https://www.lifehack.org/

    Article Written By:  Jan Shultis

    Original Article Posted on:  NA

    Link to Original Article:  https://www.lifehack.org/articles/money/13-basic-rules-grow-your-wealth-effectively.html

    CLICK HERE TO READ THE FULL ARTICLE »


  • Best Wealth Management CEO (Western Canada): Karm Panesar

    Author: External Author | Mar 10, 2021 | Categories: Finance Broker , Financial Advisor , Financial Consultant

    Original Article Source Credits:   Ceo Review , https://www.ceo-review.com/

    Article Written By:  NA

    Original Article Posted on:  NA

    Link to Original Article:  https://www.ceo-review.com/issues/2020-global-ceo-excellence-awards/16/

    CLICK HERE TO READ THE FULL ARTICLE »


  • Karm Panesar | The Top 100 Magazine | Profile

    Author: External Author | Mar 05, 2021 | Categories: Financial Planner

    Original Article Source Credits:   The Top 100 Magazine , https://www.thetop100magazine.com/

    Article Written By:  NA

    Original Article Posted on:  NA

    Link to Original Article:  https://www.thetop100magazine.com/karm-panesar

    CLICK HERE TO READ THE FULL ARTICLE »


  • How to maximize your last-minute RRSP contribution

    Author: External Author | Mar 03, 2021 | Categories: Financial Consultant

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

    Article Written By:  TAMAR SATOV

    Original Article Posted on:  JANUARY 25, 2021

    Link to Original Article:  https://www.moneysense.ca/sponsored-by-questrade/how-to-maximize-your-last-minute-rrsp-contribution/

    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 »


  • 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 »


  • Strategies for smarter charitable giving

    Author: External Author | Feb 10, 2021 | Categories: Charitable Giving

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

    Article Written By:   JULIETTE BAXTER 

    Original Article Posted on:  DECEMBER 7, 2020

    Link to Original Article:  https://www.moneysense.ca/spend/strategies-for-smarter-charitable-giving/

    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 »


  • 5 Reasons You Need an Estate Plan

    Author: External Author | Jan 27, 2021 | Categories: Estate Planning

    Original Article Source Credits:   The Balance , https://www.thebalance.com/

    Article Written By:  Julie Ann Garber

    Original Article Posted on:  September 18, 2020

    Link to Original Article:  https://www.thebalance.com/top-reasons-why-you-need-an-estate-plan-3505444

    CLICK HERE TO READ THE FULL ARTICLE »


  • CRA: 3 Huge TFSA, RRSP, and CPP Changes in 2021

    Author: External Author | Jan 20, 2021 | Categories: Business Advice , Finance Broker , Financial Advisor , Financial Consultant , Financial Planner , Investment Banking

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

    Article Written By:  Aditya Raghunath  

    Original Article Posted on:  December 29, 2020

    Link to Original Article:  https://www.fool.ca/2020/12/29/cra-3-huge-tfsa-rrsp-and-cpp-changes-in-2021/

    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 »


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Recent Posts

  • How Canadians Can Save Money on Life Insurance Policies
  • CRA tax tips for the self-employed
  • You need long-term disability insurance. Now what?
  • Using Behavioural Insights to encourage charitable donations among repeat donors
  • TFSA Wealth: How $10,000 Can Become $300,000 in 20 Years
  • 13 Basic Rules To Grow Your Wealth Effectively
  • Best Wealth Management CEO (Western Canada): Karm Panesar
  • Karm Panesar | The Top 100 Magazine | Profile
  • How to maximize your last-minute RRSP contribution
  • A stock market correction may be around the corner. Here’s how investors should play it
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Privacy Policy

  • home
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