WealthCo

Are you too old for life insurance? Think again!

Wondering if life insurance is still relevant as you age? For Canadians in their 70s, life insurance can cover final expenses, manage debt, support estate planning, replace income, and even facilitate charitable giving.

With options like term, whole, universal, and simplified issue policies, there’s a solution for everyone. Life insurance remains a valuable part of financial planning, offering peace of mind and financial security.

Learn more about how life insurance can benefit you, no matter your age.

Read the full article here: https://www.wealthco.ca/posts/am-i-too-old-for-life-insurance

Am I Too Old for Life Insurance? | WealthCo Group of Companies For Canadians approaching their 70s, life insurance can still play a crucial role in your financial planning.

“The joy in changing the financial services industry for the better is in improving the lives of the business owners and families we work with” -David Udy

WealthCo is proud to mark 25 years of empowering Canadians to save, invest, and thrive. From comprehensive wealth management to innovative investment strategies, we stand by our clients every step of the way.

Thank you to our founder and CEO, David Udy, the Financial Post and Tyler Brack from Avail CPA for helping us share the WealthCo story.

Here’s to the next 25 years of growth and prosperity for our clients and the communities we serve!

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25 years since founding, WealthCo has helped thousands of Canadians save, invest and thrive ‘Our team of highly skilled advisors simplifies the lives of business owners, so they can achieve their financial goals and focus on what matters most to them.’

Facing an unexpected job loss later in your career can be daunting, yet in "Jennifer's" case, it offered a great opportunity to explore retirement.

Retirement is something most people dream of, but what does your dream retirement look like? How much will you need to draw from your retirement accounts each month? When can you retire?

These are all great questions to ask your advisor as they can help you plan for an navigate a smooth transition into retirement.

Wondering if your retirement strategy is moving you closer your dream retirement? Book a meeting with a WealthCo Advisor today and get clear on what retirement looks like for you.

Middle-aged woman who just lost her high-income job wonders when it's 'safe' to retire This successful professional was set for an early retirement but now wonders if that will still be possible. Read on for experts' advice.

Wishing everyone a happy Family Day!

We hope you have a great day spending time with the ones you love!

Happy Lunar New Year! 新年快乐

May the Year of the Dragon bring fresh opportunities and vibrant beginnings to all aspects of your life.

Introducing our Staff Accountant, Catherine Ethier! From being an Office Manager to a Legal Assistant, her diverse experience enriches our finance team. She is also as educated as she is enthusiastic, with diplomas in Oil and Gas, Medical Office, Accounting Administration, Payroll Compliance, and she is in the process of completing an Accounting Degree.

Catherine’s superpowers include a fierce determination to succeed, a passion for client interaction, and the unique ability to turn challenges into opportunities for growth. She loves the camaraderie of the team and is always eager to strengthen her skills with their support.

When not at work, Catherine enjoys getting out into nature and enjoying its’ beauty with a hike, or spending quality time with her family. She also enjoys giving her time by volunteering with the Calgary Food Bank.

Thank you, Catherine, for being such a vital and positive member of our team!

Ready to elevate your investment strategy?

Say good-bye to the traditional 60/40 portfolios and explore the benefits of diverse growth through alternative investments.

Everyone’s investment journey is different, and we focus on tailoring an investment strategy that corresponds with your needs and goals.

Click the link below to learn more!

🔗 https://www.wealthco.ca/asset-management

Asset Management - WealthCo | WealthCo Group of Companies WealthCo's Integrated Advisory model was founded by CPA's and financial professionals who understand that by combining their professional capabilities, they are uniquely qualified to elevate the industry by improving the lives of the clients they serve.

This past year showed us that patience and consistency are key when it comes to investing; similar to the fable, ‘The Tortoise 🐢 and The Hare 🐇’.

Despite market swings, our diversified approach kept us on track. We balance the ‘Tortoise’ of alternative markets with the ‘Hare’ of the public markets, for a smoother, steadier returns.

Past performance hints at future trends, and our strategy sims for long-term growth with less volatility.

To read more on the Market Performance of 2023 read our Market Commentary, 2023 a Year in Review, by clicking the link below.

🔗 https://www.wealthco.ca/posts/2023-year-in-review

2023 Year in Review | WealthCo Group of Companies We are all familiar with the classic Aesop fable of the ‘Tortoise and the Hare’. It sometimes seems counterintuitive that the slow and steady turtle outperforms the overconfident and aggressive rabbit, but time and time again we are reminded that regular, consistent efforts are the best way to a...

We’re growing our team! 🌱

We are looking for dynamic individuals ready to take on challenges with their entrepreneurial spirit! If you’re a creative thinker interested in joining a passionate finance team, we want to hear from you!

Click the link below to view our open positions and apply today or share with someone you know who would be a good fit!

🔗 https://www.wealthco.ca/careers

’reHiring

🌟 Ready to make 2024 a year of true achievement?

Turn the page on another year with valuable insights on goal setting. Learn how to avoid common pitfalls and enhance your performance and overall well-being. From focusing on learning goals to escaping low-level goal traps and broadening perspectives, discover the strategic approach to turning your aspirations into achievements in this article by clicking the link below.

As you embark on this year's journey, remember: the path to reaching your goals is as crucial as the goals themselves. Here's to a year of growth, discovery, and unparalleled success! 📈💡

🔗 https://advisorstream.com/read/3-ways-we-sabotage-our-goals-and-how-to-stop/?c=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJub2RlX2lkIjo1Njg4MywicHJldmlldyI6ZmFsc2UsImNvbW1faWQiOjkwNzYyOTMsImRlc3RfaWQiOjk0MjA4MzMsInJlYWRlcl9pZCI6bnVsbCwicGVyc29uYV9wcmV2aWV3IjpmYWxzZX0.KKCmD_mypTVY7f510WETev4KFu1RBN9JAWrwZHx6-qo

3 Ways We Sabotage Our Goals (And How to Stop) Goals can be a helpful way to enhance our performance, keep us moving in the right direction, and increase our happiness and well-being. However, we won’t reap any of those benefits if we don’t set them the right way. From Harvard Business Review, here are three ways we tend to go wrong when set...

It’s Here! We're thrilled to announce the premiere of our much-anticipated Holiday Video!

This year we expanded our WealthCo Team with a special new addition. His presence has certainly added fun and excitement to our office dynamic.

Watch the video here: https://www.wealthco.ca/happy-holidays-2023

Happy Holidays from the WealthCo Team!

Happy Holidays 2023 | WealthCo Group of Companies WealthCo's Integrated Advisory model was founded by CPA's and financial professionals who understand that by combining their professional capabilities, they are uniquely qualified to elevate the industry by improving the lives of the clients they serve.

🏡 With the Canadian housing market on the rise, the First Home Savings Account (FHSA) was designed to help aspiring homeowners save for their dream home. In our latest article we explain about eligibility, contribution limits, tax benefits, and more. Plus, find out how to make tax-free withdrawals when the time is right.

Whether you are embarking on your journey to homeownership or helping a family member get started, make sure you're well-informed about this valuable savings tool. Consult with your financial planning team for expert guidance.

Click the link below to read the full article.

🔗 https://www.wealthco.ca/posts/everything-you-need-to-know-about-the-first-home-savings-account

Everything You Need to Know About the First Home Savings Account | WealthCo Group of Companies The FHSA aims to assist aspiring homeowners in saving the necessary funds for a down payment on a home, a prospect that gets harder and harder with each subsequent increase in average housing prices. The FHSA incentivizes Canadians who are in the market for their first home to save their hard-earned...

During the holidays we will be modifying our hours to allow our team to spend time with their family and friends, while also ensuring we are able to continue to address your needs.

Our office will be closed on December 25th, 26th, and January 1st. We will also be operating modified hours from December 27th to December 29th, with the office closing at 2 PM.

We hope you have an amazing holiday season and we can't wait to see you in the new year!

🌺 On this Remembrance Day, we honour the brave souls who sacrificed for our freedom. Their courage echoes through time, reminding us to cherish the gift of peace.

Lest we forget. 🕊️🇨🇦

✨ Team Highlight ✨

One of the main driving forces behind WealthCo, our CEO & Founder David Udy, has had an immensely fulfilling career in the financial services industry for over 30 years. He continues to navigate the ever-evolving landscape and stay at the forefront of technological advances, while adapting to the changing market conditions.

One of the driving forces behind David’s success is his life-long learning mindset and how he embraces innovation. But, the most important key to his success today is the strong relationships he has forged throughout the years.

What keeps him motivated? The love for what he does and the joy of collaborating with colleagues and peers who share his enthusiasm for the positive future of the industry. The inspiration he receives from engaging with a new generation of entrepreneurs is truly a gift.

On a Sunday afternoon, you might find David spending quality time with family, enjoying a round of golf, or diving into a podcast or book!

David’s favorite podcasts and books:
🎙️ Podcasts: Moonshots Mindsets, Podcast All-In
📚 Books: Anything by Peter Zeihan

Thank you, David, for not only building an amazing company but also for helping lead the exceptional team to propel it forward!

Discover the power of personalized financial planning.

Everyone's 'why' is unique, and there's no one-size-fits-all solution. End 2023 by reaching your financial goals with a tailored financial plan to help guide you into the new year.

Don't delay; let's make it happen together.

🔗 https://www.wealthco.ca/planning

Financial Planning - WealthCo | WealthCo Group of Companies WealthCo's Integrated Advisory model was founded by CPA's and financial professionals who understand that by combining their professional capabilities, they are uniquely qualified to elevate the industry by improving the lives of the clients they serve.

🎃 Happy Halloween from the WealthCo Team!

Today, we celebrated with an in-office Halloween Potluck! Our team brought the flavour and the style, with delicious eats and impressive costumes!

A special shoutout to Luc's European Meats (https://www.lucseuropeanmeats.ca) for the incredible Charcuterie Boards and Yum Bakery (https://www.yum-bakery.com) for the mouthwatering treats that took our Potluck to the next level!

Wishing you a fantastic Halloween filled with good vibes and tasty bites! 🍬

🔒 Unlock the secrets to preserving your wealth!

Discover strategies to minimize inheritance taxes and safeguard your hard-earned assets. With $1 trillion set to change hands in Canada by 2026, now's the time to plan smart. 💡💼

Click the 🔗 link to read the full article on preserving your wealth: https://www.wealthco.ca/posts/preserving-wealth-strategies-for-minimizing-inheritance-taxes

Preserving Wealth: Strategies for Minimizing Inheritance Taxes | WealthCo Group of Companies One trillion dollars. That is the staggering amount that is forecasted to change hands from one generation to the next in Canada in the ten years leading up to 2026. With so much money expected to be left in the form of inheritances in the near future, money that has been hard-earned by scores of Ca...

We're looking for a Wealth Planner!

If you, or someone you know, could be a good fit for our team, please check out the job description in the link below!

🔗 https://www.linkedin.com/jobs/view/3729731675/

We look forward to hearing from you!

The WealthCo. Group of Companies hiring Wealth Planner in Greater Calgary Metropolitan Area | LinkedIn Posted 8:10:38 PM. The WealthCo Group of Companies (“WealthCo”) continues to grow our amazing team and is actively…See this and similar jobs on LinkedIn.

Ready to empower your child's financial future?

As kids head back to school, it's the perfect moment to nurture their financial literacy skills. We understand it's no small feat for young minds to grasp some of these concepts.

🗣️ Unsure how to start the conversation? WealthCo President, Sophie Blais, and Manager of Investment Advisory & Planning Services, Claude Spencer, share invaluable tips in our recent webinar!

Dive in and discover more here: https://vimeo.com/831584537?share=copy

Let's make financial education fun and accessible for kids! 📖🌟

Financial Planning for Kids Join us for a webinar that the whole family can enjoy, focused on the fundamentals of financial planning

We're looking for a Fund Administrator!

If you, or someone you know, could be a good fit, check out the description in the link below and apply by email!

🔗 https://www.linkedin.com/jobs/view/3714355516/

We look forward to hearing from you!