Thoughts, opinions and trends – everything, all in one place.
5 Things You Can Do as a Business Owner to Prepare for 2023
January 03, 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.
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.
The Capital Gains Tax Rate and its Impact on Estate Planning
February 07, 2022 – There has been much discussion in recent years about whether the capital gains inclusion rate might be increased, with these […]
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 […]
BKR Announces New Representation in Toronto
April 14, 2021 – We are excited to announce that we have expanded our BKR International membership and will now serve as the official […]
Estate Planning Corner: Registered Investment Accounts
March 03, 2021 – Welch LLP and Welch Family Wealth Advisory Group are pleased to present Estate Planning Corner, where we discuss issues affecting […]
Estate Planning Corner: Keeping the Family Cottage in the Family
July 23, 2020 – Welch LLP and Welch Family Wealth Advisory Group are pleased to present Estate Planning Corner, where we discuss issues affecting […]
Welchgroup Consulting Acquires Capacity Financial
July 04, 2018 – OTTAWA, ON – July 4, 2018 – WelchGroup Consulting is excited to announce that it has acquired Capacity Financial Consulting […]
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