November 2026 MWFS Newsletter

MWFS' November Newsletter has been published. 

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

 

2026 Year-End Tax Planning Tips

Utilize the above tips and strategies to further optimize your tax situation and take advantage of the most effective tax savings available.

Reach out to your MWFS Account Manager if you have questions regarding the information, your tax return, savings and investments, or wish to discuss your tax and estate planning solutions.

 

Flexcare Extended Healthcare Benefits

Whether you run your own business, you're recently retired or you simply do not have extended healthcare coverage through your employer, Manulife's Flexcare program can provide a wide range of options to you depending on your needs. 

Click above to learn more. 

 

Borrowing an Age Strategy

Sometimes when we age, we become limited in the options we have available to us. When it comes to investing, there is a powerful strategy to remove some of those limitations. 

Sunlife discusses the "Borrowing an Age" Strategy in their article. 

Click above to learn more. 

 

Payout Annuities

Annuities are a useful tool to turn a portion of your savings into a guaranteed stream of payments. 

Equitable Life provides a great overview of annuities. 

Click above to learn more. 

 

Longevity isn’t Just a Number; It’s a Lifestyle Plan

There is a myriad of financial issues to consider when planning for and moving into retirement. At Macnaughton & Ward Financial, your Account Manager can help you with those. 

Manulife provides some insighful suggestions for those contemplating their future in retirement. 

Click above to learn more. 

 

October 2026 MWFS Newsletter

MWFS' October Newsletter has been published. 

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

 

Critical Illness Insurance - Planning Reminder

A serious illness can create finanical pressures beyond medical expenses, including time away from work, caregiving and other unexpected costs. 

Critical Illness Insurance may provide a benefit when the policy requirements for a covered condition are met. 

Click above to learn more. 

 

GIAs versus GICs - What's the Difference?

Many investors are familiar with Guaranteed Investment Certificates (GICs) but may be less familiar with Guaranteed Interest Accounts (GIAs) available through insurance contracts. 

Equitable Life has prepared an overview explaining GIAs and some of the differences between GIAs and GICs.

Click above to learn more. 

 

RESP - A Good Time to Review Education Savings

With the school year underway and year-end approaching, this can be a good time to review education savings for children and grandchildren.

A Registered Education Savings Plan (RESP) can help families save for post-secondary education while providing access to government education savings incentives for eligible beneficiaries. 

Click above to learn more.