Wealth Management

Wealth Management Strategies for Kitchener Business Owners

Unlocking Financial Success: A Comprehensive Guide to Wealth Management for Kitchener Business Owners  In the vibrant city of Kitchener, where entrepreneurship thrives and business owners dare to dream big, the path to financial success is paved with unique challenges and opportunities. You know how much work and dedication it takes to build a successful business…

Wealth Management in Kitchener Waterloo

How to Choose the Right Wealth Management Advisor in Kitchener

Choosing the Right Wealth Management Advisor in Kitchener: Tips and Advice Look, embarking on a journey to find the right wealth management advisor in Kitchener – it’s not as easy as pie, you know? You’ve got to do your homework, understand your own needs, and find that perfect mix. I mean, do you need someone…

What Is a Segregated Fund

What Is a Segregated Fund And How It Works?

What are the advantages of segregated funds? Segregated fund is one of the most common investment vehicles. They offer investors the opportunity to have their money invested in unrelated assets and currencies, giving them the potential for greater returns on their investment. Because segregation is key to the mechanism of segregationed funds, these types of…

The TFSA is a Great Way to Save Money – But Beware of These Pitfalls

The TFSA is a Great Way to Save Money – But Beware of These Pitfalls

Common Mistakes to Avoid With This Unique Type of Savings Account.  Updated April 26, 2023 Discover the benefits of a Tax-Free Savings Account (TFSA) – the flexible, tax-free savings vehicle loved by millions of Canadians since 2009. Unlike a Registered Retirement Savings Plan (RRSP), contributions can’t be tax-deducted, but investment growth can be withdrawn tax-free,…