latest articles

May

09

2022

Preparing for Wealth Transfer

By 2026, an estimated $1 trillion in personal wealth will be transferred from one generation to the next in Canada¹, the largest transfer of wealth in our country's history. This transition involves financial complexities for both benefactors and their heirs. Without planning and clarity, wealth transfer can lead to confusion and misunderstandings.

If you are preparing to bequeath wealth to your heirs or anticipate receiving an inheritance, some of the information outlined below might be helpful.

Tags:

estate planning

Apr

11

2022

Hello Spring!

Spring is in the air, and it seems like our corner of the world is opening up again. It is wonderful to start getting out to see each other again.

In fact, Jennifer has her first "in person" public speaking engagement since 2020! The Aurora Chamber of Commerce is holding its inaugural "Women's Wellness Luncheon" on May 10th. Jennifer will be a panelist speaking on women's financial health.

Apr

11

2022

The Shifting Economic Winds

There will likely be many impacts on the global economy resulting from the Russia-Ukraine War. The biggest casualty will most likely be the end of the "business as usual" mindset that most Canadians have lived by since at least 1980, if not since the end of World War Two.

Tags:

investment planning

Apr

11

2022

When Interest Rates Rise

One way to curb rising inflation is to increase interest rates, and that is what the Bank of Canada (BoC) is expected to do incrementally - over the next year. As interest rates begin to tick upward, it is an ideal time to look at your financial position, including your debt and savings strategies.

Tags:

investment planning

Apr

11

2022

Estate Planning Tips and Traps

Julia wants to make sure that her estate passes to her heirs with as little hassle and cost as possible when she dies. She knows she needs a will and decides to buy a do-it-yourself will kit. When she opened it, she soon discovered some serious shortcomings.

Tags:

estate planning

Mar

07

2022

Do You Have a Plan?

It seems the news keeps giving new worries every day; leaving us stressed and wondering how to take care of ourselves, our loved ones and to reach out and help others. Having a plan can give you peace of mind.

Pages

Resource Links

Calculators

Financial Library

Government Sites and Forms

Life Planning

Video Library

latest articles

A Conversation About Your Financial Future

December 9, 2024

Meeting a new financial advisor for the first time can feel a bit daunting. What should you say? How much should you share? And perhaps most importantly, what should you expect from the meeting? There are generally two ways to approach your relationship with a new advisor. Approach One: Hand over... Read more

Happy Holidays!

December 9, 2024

‘Tis the Season … It is "that" time of year again … a time to decorate and prepare; a time to gather and celebrate; a time to pause and reflect; a time to wrap presents and bake treats. Whatever you are doing with your time this holiday season, we hope that it is joyful, and you are surrounded by... Read more

Habits That Build Wealth

December 9, 2024

What’s the secret to building and maintaining wealth? For the rich, it’s not just about earning a high income—it’s about the habits they cultivate. These strategies don’t just help them grow their wealth; they also ensure it lasts for generations. Start today and take more control of your financial... Read more

Dealer

Mutual funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.

Carruthers Walker Financial - Newmarket Chamber of Commerce 2023 Member

Carruthers Walker Financial - Aurora Chamber of Commerce