Submitted by MWFS on Thu, 09/05/2024 - 16:48
MWFS' September Newletter has been issued.
Click above to read about our new digital newsletter, online client access, portolio reports and financial insights.
Submitted by MWFS on Fri, 08/30/2024 - 10:06
Manulife Bank's Tax-Free Advantage Account (TFSA) now has a promotional interest rate of 5.00%* for deposits made before September 30, 2024.
Click above to learn more.
Submitted by MWFS on Fri, 08/30/2024 - 09:55
Retirement today is vastly different from what it was for previous generations. As we grow older, work often shifts from being primarily about earning income to being more about maintaining connections and finding personal fulfillment. Semi-retirement could be a great option to explore. But what exactly does semi-retirement entail? For a comprehensive overview and valuable insights, check out Canada Life's guide, “What is Semi-Retirement? Learn How to Semi-Retire with Confidence.”
Click above to read more.
Submitted by MWFS on Fri, 08/30/2024 - 09:50
In February 2022, the Bank of Canada (BOC) interest rate was 0.25%. Over the following 17 months, it surged to 5.00% by July 2023. However, in June and July of this year, the rate decreased by 0.25% each month, settling at 4.50%. Many economists and portfolio managers believe that Canadian interest rates are likely to continue their downward trend. For a deeper understanding of how a lower key interest rate could impact your finances, check out iA Financial's insightful article, “How Will a Reduced Key Interest Rate Affect Your Finances?”
Click above to read more.
Submitted by MWFS on Fri, 08/30/2024 - 09:18
As many of our clients approach or are entering retirement, it's crucial to examine the different factors involved. One key consideration is whether retirement experiences vary between genders. While there are some similarities, there are also notable differences. To delve into these variations, we invite you to read Beneva’s article, “Retirement Planning… For Women.”
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Submitted by MWFS on Thu, 02/15/2024 - 16:48
Ageless Investing is offered through Empire Life's Guaranteed Investment Funds 75/100, a more cost effective estate planning strategy.
Click above to learn more through Empire Life's 'Ageless Investing' Flyer.
Submitted by MWFS on Thu, 02/15/2024 - 16:36
We offer High Interest Savings Accounts (HISA) through Industial Alliance Financial Group, providing simple, accessible and risk free savings.
Click above to learn more through iA's HISA Flyer.
Submitted by MWFS on Thu, 02/15/2024 - 12:27
CRA announced new information reporting requirements for trusts that takes effect as of December 31, 2023. This information may affect you now or in the future.
Click above for more information.
Submitted by MWFS on Sun, 02/26/2023 - 15:52
In support of children & youth with special needs across BC, Macnaughton & Ward Financial Services Ltd. is pleased to support Variety the children's charity of BC.
We participated today by making a donation to the Variety Show of Hearts Telethon 2023.
