5 Retirement Trip Destinations

Retirement isn't the end of the adventure; it's just the beginning. If you are in good health and have the resources, now could be the perfect time to explore your bucket list. 

This article from Beneva Inc. offers five inspiring travel ideas for retirees. 

→ Travel Tip: Be sure to ask us about travel insurance before you go!

Click above to read more.

 

July 2025 MWFS Newsletter

MWFS' July Newsletter has been published. 

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

 

Life Insurance Without Medicals

Health challenges shouldn't prevent you from protecting your legacy. 

Canada Protection Plan offers simplified life insurance solutions - no medical exams required - for up to $1 million in coverage. 

→ Apply from the comfort of your home! Contact your MWFS Account Representative for a quote today. 

Click above to learn more. 

 

Estate Preservation & Wealth Transfer: Don't Leave It to Chance

Unplanned estates can create stress, delays, and unnecessary taxes for your loved ones. 

BMO Insurance's case study highlights what happens when planning is done right - and how to protect your legacy. 

→ Your MWFS Account Representative is here to help you invest, grow, preserve, and transfer your wealth - tax efficiently - according to your wishes. 

Click above to learn more. 

 

Retirement Health Starts with You

Whether retirement is around the corner or already underway, your physical and financial health go hand in hand. 

Manulife Financial offers practical strategies to help you live well - today and tomorrow. 

Click above to learn more.

 

How Tariffs Can Affect Your Investments

Geopolitical tensions, shifting trade policies, and economic uncertainty continue to impact global markets. But what do these developments mean for your portfolio - and how should you respond? 

Read Beneva Inc.'s take on tariffs and investment protection. 

Click above to read more. 

 

June 2025 MWFS Newsletter

MWFS' June Newsletter has been published. 

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

 

How Inflation Impacts Your Investments

Inflation is making headlines, but how does it affect your portfolio?

Sun Life Global Investments explains what rising prices mean for your investment strategy - and why staying proactive is key. 

After reading this article, we encourage you to book a review with your MWFS Account Manager to ensure your portfolio remains aligned with your goals. 

Click above to learn more. 

 

Monica's Travel Insurance Story

Travel Insurance often feels optional - until it's not. 

Manulife Financial shares a real client story that illustrates how essential coverage can be when the unexpected happens. 

Click above to read Monica's story. 

 

Protecting Your Home While You're Away

You've booked the flights and packed your bags - but have you secured your home?

Beneva offers simple and effective tips to protect your property before heading out on vacation. 

Click above to learn more. 

 

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