MWFS' August Newsletter has been published. 

Click above to read our digital newsletter, including financial insights, promotions, and office updates.

For clients holding funds that need to remain readily accessible, a high-interest savings account can play an important role in managing short-term savings, upcoming expenses and cash reserves. 

Manulife Bank is currently offering a promotional interest rate of 3.00% for two years on its Advantage Account. 

The offer is currently available until September 11, 2026, subject to Manulife Bank's eligibility requirements, terms and conditions. 

Click above to learn more. 

Talking with children about the death of a loved one can be difficult, particularly when families are coping with their own grief. Children may have questions or process loss differently depending on their age and understanding, making these conversations especially challenging for parents and family members. 

Beneva has shared a thoughtful article offering guidance for families navigating these difficult conversations. 

Click above to learn more. 

Tax-Free Savings Accounts, or TFSAs, can be a valuable part of a financial plan, whether you are saving for shorter-term needs, building long-term investments or managing assets in retirement. However, TFSA contribution and withdrawal rules can sometimes lead to unintended mistakes. 

Sun Life highlights four common TFSA mistakes and provides practical information to help Canadians better understand the rules. 

Click above to learn more. 

While some of our clients continue to carry a mortgage, many also have children or grandchildren who are purchasing a home, renewing a mortgage or planning for homeownership. 

Our partners at Empire Life recently published an article comparing how Individually owned life insurance is different (and better) than mortgage insurance offered through a lender. 

Click above to learn more. 

MWFS' July Newsletter has been published. 

Click above to read out digital newsletter, including financial insights, portfolio reports, and online client access.

Life insurance is often misunderstood. Many assumptions we hear from clients are based on outdated information or common misconceptions. 

Our partners at RBC Insurance recently published an informative article addressing several of the most common myths surrounding life insurance and explaining why reviewing coverage periodically remains important. 

Click above to learn more. 

Many of our clients enjoy helping children and grandchildren pursue post-secondary education. Beyond financial assistance, teaching good money habits may be one of the greatest gifts you can provide. 

Our partners at BMO Insurance have shared an interesting perspective on using a term certain annuity as one possible budgeting tool for students. 

Click above to learn more. 

Many clients tell us that retirement is about much more than finances, it's about maintaining good health, independence, and the freedom to enjoy the years they've worked so hard to reach. 

Our partners at Manulife recently shared three practical habits that support healthier, longer lives. 

Click above to learn more. 

Many insurance claims occur while homeowners are away on vacation. Taking a few preventative steps before you leave can help protect both your home and your peace of mind while away. 

Our partners at Beneva have prepared an article outlining practical ways to reduce risk before heading off on your summer travels. 

Click above to learn more.