Thoughts, opinions and trends – everything, all in one place.
How the RESP Helps with the Costs of Education
September 06, 2022 – It’s that time of year again – the kids are going back to school. If your kids are old enough, a return to class could be an emotional experience, but also a significant financial burden. The costs of post-secondary education are high and rising at a rate that consistently out-paces inflation.
The importance of a well laid out financial plan
August 23, 2022 – it is almost impossible to tell when we are truly at the bottom of a cycle. A well laid out financial plan will have developed a strategy to ensure your cash flow needs will be met without being forced to sell your investments at the wrong time.
Why did my OAS payment change?
August 23, 2022 – When planning to exit the workforce, top of mind for most is understanding their new income sources. One source is Old Age Security (OAS), a monthly payment you can start to receive the month after you turn 65.
Market Outlook 2022: Are We Already in a Recession?
September 14, 2022 – Welch Family Wealth Advisory invites you to join us for an informative discussion on the current market outlook on September 14 at 11:00am.
Capital Cost Allowance Immediate Expensing Rules
July 20, 2022 – On April 19, 2021, the Federal Budget had proposed to permit the expensing of the full cost of “eligible property” acquired on or after the Budget Day, provided the property is available for use before January 1, 2024.
Market Outlook: What’s Ahead in 2022
March 04, 2022 – Hosted by Welch Family Wealth Advisory’s Senior Advisor, Micheal Burch, FCPA, FCA, CFP, the Market Outlook: What’s Ahead in 2022, […]
January 19, 2022 – From what I am reading the big question is will global economic growth be sufficient to withstand the pending pivot […]
RRSPlease and Thank you
January 06, 2022 – I cannot believe it is time to start considering our annual Registered Retirement Savings Plan (RRSP) contributions. For many of […]
Selling a Small Business series
June 07, 2021 – Selling a business is a difficult decision. There are many considerations to make before, during, and after the sale of […]
Market Outlook: After the US Election
October 16, 2020 – An exclusive webinar, Market Outlook: After the US Election, featuring Som Seif, Founder & CEO of Purpose Investments Inc. Purpose […]
Live Webinar Event: Protecting Intergenerational Wealth
September 10, 2020 – Our featured panelist is legal expert and certified family business facilitator Ron Prehogan, President of Equitas Consultants Inc. Besides his […]
Market Outlook: What’s Next for Investing & Strategies Going Forward
June 18, 2020 – View our exclusive webinar Welch Family Wealth Advisory – Market Outlook: What’s Next for Investing & Strategies Going Forward, featuring […]
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