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The New Year offers a fresh start to reflect on financial habits, set realistic goals, and make meaningful changes for 2025.
Balance work and holiday joy with clear priorities, realistic schedules, and mindful self-care to close the year strong.
Canada’s $1 trillion wealth transfer reveals a gap between younger Canadians' inheritance expectations and older generations’ financial realities, highlighting the need for strategic planning.
Retirement planning involves calculating needs, investing early, increasing income, delaying benefits, managing debt, and securing health insurance for financial confidence.
Entrepreneurs are crucial for Canada's economic revival, requiring urgent prioritization and support to overcome systemic barriers and drive sustainable, long-term growth.
November's Financial Literacy Month, themed "Money on Your Mind," emphasizes open discussions about financial knowledge and its mental health implications.
Incorporating provides Canadian entrepreneurs with limited liability, tax benefits, business continuity, and easier access to capital, but expert advice is essential.
The U.S. election may cause short-term volatility, but long-term portfolio stability depends more on economic fundamentals than political outcomes.
Charitable giving supports important causes and offers tax benefits. High-net-worth Canadians can optimize their donations to enhance impact and reduce taxes.
Retirement planning for Canadian entrepreneurs involves defining goals, saving strategically, and adapting to changes. Start early for a secure future.
Explore the importance of budgeting, the power of compound interest and the impact of subscriptions on your personal finances.
Explore the importance of budgeting, the power of compound interest and the impact of subscriptions on your personal finances.
Fraud and identify theft prevention are essential components of financial security for entrepreneurs and high-net-worth individuals.
“I never would have thought that I would be claiming my CI policy at 52, but my experience falls right in line with industry statistics - 1/3 people will be diagnosed with a critical illness before the age of 65.”
For Canadians approaching their 70s, life insurance can still play a crucial role in your financial planning.
As Canadian entrepreneurs and high-net-worth individuals seek to optimize their retirement savings, understanding the various retirement planning tools available is crucial.
With more Canadians working from home and engaging in freelance or contract work, the government has had to update legislation and implement effective tax measures.
Purchasing insurance is a significant decision. This guide will walk you through the process and help you understand what to expect at every step.
Critical illness insurance (CI) seems to be something most people know only a little about, but it can be a great addition to life and disability insurance when it comes to…
The current cost of living crisis, against a backdrop of bleak economic predictions, is a significant cause for concern for millions of people.
Understanding what AMT is and how it affects your tax planning is crucial, especially with these upcoming changes.
This account aims to help aspiring homeowners save for a down payment, making the dream of homeownership more attainable.
At the heart of these enterprises' financial well-being stand accountants, the most valued partner, for most business owners, who play a crucial role in steering their clients through the intricate maze of financial management of not only their business but personal financial life as well.
Prudent financial planning has never been more important than it is now.
By taking proactive steps to spread the workload throughout the year, accountants can reduce the burden and avoid burnout.
In our recent Integrated Planning video series, WealthCo’s Vice President of Insurance Advisory, Jeff Dyck, a proud member of the Integrated Advisory Network, delves into the integrated approach to financial planning.
A recent survey revealed that 32% of small-to-medium-sized Canadian-owned businesses were unaware of potential government grants available to their organizations.
To help navigate these challenges, we’ve outlined some key tax deductions to keep in mind as you go through your annual tax cycle.
In our recent Integrated Advisory video series, WealthCo President Sophie Blais takes us through the key elements of financial planning.
From getting eight hours of sleep per night to scheduling regular exercise to adopting healthy eating habits, most of us have figured out how to maintain our physical health. Yet, so few apply the same care and attention to monitoring our financial health.