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12 result(s)

5 things you can do as a business Owner

Blog - Business Advice

5 Things You Can Do as a Business Owner to Prepare for 2023

 – As we say goodbye to 2022, there seems to be a consensus that Canada will enter a recession in the latter half of 2023. Having weathered the rollercoaster of the past two years, we appreciate the concern business owners are feeling as they will no doubt face yet more twists and turns in the new year.

Blog - Wealth Advisory

The Importance of a Well Laid Out Financial Plan

 – 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?

Blog - Finance

Why Did My OAS Payment Change?

 – 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.

Past Webinar - Wealth Advisory

Market Outlook 2022: Are We Already in a Recession?

 – Welch Family Wealth Advisory invites you to join us for an informative discussion on the current market outlook on September 14 at 11:00am.

Blog - Business Advice

The Capital Gains Tax Rate and its Impact on Estate Planning

 – There has been much discussion in recent years about whether the capital gains inclusion rate might be increased, with these […]

Blog - Wealth Advisory

Outlook 2022

 – From what I am reading the big question is will global economic growth be sufficient to withstand the pending pivot […]

Blog - RRSP

RRSPlease and Thank you

 – I cannot believe it is time to start considering our annual Registered Retirement Savings Plan (RRSP) contributions. For many of […]

Publications - Wealth Advisory

Selling a Small Business series

 – Selling a business is a difficult decision. There are many considerations to make before, during, and after the sale of […]

News - Community

BKR Announces New Representation in Toronto

 – We are excited to announce that we have expanded our BKR International membership and will now serve as the official […]

Blog - Wealth Advisory

Estate Planning Corner: Registered Investment Accounts

 – Welch LLP and Welch Family Wealth Advisory Group are pleased to present Estate Planning Corner, where we discuss issues affecting […]

Blog - Wealth Advisory

Estate Planning Corner: Keeping the Family Cottage in the Family

 – Welch LLP and Welch Family Wealth Advisory Group are pleased to present Estate Planning Corner, where we discuss issues affecting […]

News - Wealth Advisory

Welchgroup Consulting Acquires Capacity Financial

 – OTTAWA, ON – July 4, 2018 – WelchGroup Consulting is excited to announce that it has acquired Capacity Financial Consulting […]

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