Submitted by MWFS on Tue, 11/04/2025 - 13:52
If you are age 55 or older, you can unlock the value in your home without selling or moving.
The CHIP Reverse Mortgage, allows you to turn a portion of your hom equity into tax-free cash — while you keep full ownership of your home. Use the funds to supplement income, pay off debts, or enjoy your retirement lifestyle.
If you're curious whether a CHIP Reverse Mortgage fits your financial plan, speak with your MWFS Account Mangager or contact our office for personalized guidance.
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Submitted by MWFS on Tue, 11/04/2025 - 13:44
Your child or grandchild is graduating, and perhaps not heading to university, but into an apprenticeship.
Can their RESP still help? Absolutely. Sun Life's article explains how education savings can support skilled-trade pathways as well.
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Submitted by MWFS on Tue, 11/04/2025 - 12:23
When you first purchase life insurance, there's often a sense of relief, you have protected your loved ones and can finally check it off your list.
But as life evolves, so do your needs. Carrer changes, family milestones, or new goals may warrant a fresh look at your coverage and beneficiaries. Beneva's article outlines four key reasons to review your insurance regularly.
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Submitted by MWFS on Tue, 11/04/2025 - 12:13
Most Canadians have an RRSP or RRIF, essential tools for building retirement income. But what happens to these accounts when the holder passes away?
Manulife's article offers valuable insight into what occurs and what to consider in your estate planning.
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Submitted by MWFS on Tue, 10/07/2025 - 08:43
MWFS' October Newsletter has been published.
Click above to read about our digital newsletter, financial insights, portfolio reports, and online client access.
Submitted by MWFS on Fri, 10/03/2025 - 15:54
Do you have a friend, colleague, or family member who recently married - or are you celebrating a wedding yourself?
Canada Life's article on the financial benefits of marriage highlights important tax planning advantages. It may also be a pefect time to review financial goals, update beneficiary designations, and ensure your plan reflects your new chapter.
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Submitted by MWFS on Fri, 10/03/2025 - 15:49
Unexpected health events can devastate financial security. Critical Illness coverage can help protect both your income and your assets, ensuring your retirement plans stay on track.
We have included iA Financial's real-life cash studies to show how this coverage has safeguarded families when they need it most.
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Submitted by MWFS on Fri, 10/03/2025 - 15:37
The Registered Disability Savings Plan (RDSP) is a powerful long-term savings tool designed to provide financial security for people with disabilities.
A new RDSP Segregated Fund Plan is expected to launch October 6th, providing families with even more choice and flexibility in building long-term financial security. To learn more, refer to Empire Life's client brochure.
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Submitted by MWFS on Fri, 10/03/2025 - 15:14
Did you know, more than 8 million Canadians over age 15 live with at least one disability, yet only about 1.6 million claim the Disability Tax Credit (DTC).
The DTC not only reduces taxes - it can also open the door to other benefits, including the Registered Disability Savings Plan (RDSP). Whether this applies to you or someone you care about, it's worth exploring. We recommend this short article from Sun Life: Do you qualify for the Disability Tax Credit?
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Submitted by MWFS on Fri, 10/03/2025 - 15:07
At MWFS, our focus is financial well-being, but health and safety go hand-in-hand with financial security.
Expired medications can be dangerous, and as we age, this becomes an even greater concern. We encourage you to read Beneva's article on cleaning out your medicine cabinet.
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