Strategic Wealth Management

Protect your business with business interruption insurance!

Did you know that business interruption insurance can help cover lost income during unexpected closures? Learn more about protecting your business today!

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Celebrate Canada Day 🍁 with us in Bronte Village BIA Oakville on July 1st!

🎉 Bring the whole family for a day of fun and festivities!
🎈 Stop by our office for cotton candy, popcorn, and goodie bags for the kids.

Look forward to seeing you there!

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🎉 Happy Father's Day to all the incredible dads out there! 🎉 Whether you're a dad, stepdad, granddad, or father figure, today is your day to shine.

Thank you for your unwavering support, endless love, and all the dad jokes that keep us smiling. Here's to celebrating YOU today and every day!
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Starting a family is an exciting time, but it's also a time to think about the future. Let's discuss how life insurance can provide financial protection for your growing family.

This is where memories will be made this weekend! ☀️ We’ve got a Movie Night Under the Stars, the 11th Annual Veteran’s Salmon Derby, Bird Watching with Oakvillegreen Conservation Association, Bandology Bucket Drumming and the 2024 Walk to End ALS.

🛍️ Come to shop - remember, Father’s Day is next weekend!

🍻 Dine - the patios are open!

🌅 And explore the waterfront - the perfect place to exhale and recharge.

For all of our summer event listings, visit:
bronte-village.ca/whats-happening-in-bronte

🗓️ FRIDAY, JUNE 7: , and the businesses of the Bronte BIA present a FREE Movie Under the Stars. The featured film is Back to the Future! Bring a chair or a blanket, invite your friends and family to join you and sit back and enjoy the show! Event starts at 8pm, movie starts at 9pm. Free popcorn & water will be provided.

🗓️ SATURDAY JUNE 8: The Veteran's Salmon Derby starts at 6am (registration required), is hosting a Basics to Birding Workshop at 8am & Bucket Drumming runs from 1-3pm.

🗓️ SUNDAY, JUNE 9: Walk to End ALS registration opens at 10am, walk starts at 10:30am.

🚘 PARKING TIP: Please don't park in private commercial lots. Even if the lot is empty, there's a risk of towing. Instead, click the link below for advice on where to park.
bronte-village.ca/how-to-get-here

📷 Photo Credit: Trent Ogilvie

The Bank of Canada today reduced its target for the overnight rate to 4¾%.

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Bank of Canada reduces policy rate by 25 basis points The Bank of Canada today reduced its target for the overnight rate to 4¾%, with the Bank Rate at 5% and the deposit rate at 4¾%. The Bank is continuing its policy of balance sheet normalization.

Before taking that trip down the aisle, make sure you're on the same page financially! Below are 5 crucial conversations every couple should have before tying the knot.

Having these conversations before marriage can help prevent misunderstandings, build trust, and lay a solid foundation for a healthy financial future together.

One of the most significant responsibilities we may face is caring for our aging parents. It's a journey filled with love, but also with complexities and challenges that we must be prepared to navigate.

A crucial aspect of this journey is understanding Long-Term Care Insurance. This insurance option can provide invaluable support and financial assistance as our loved ones age and require extended care.

🌸 Wishing all the incredible moms out there a beautiful Mother's Day weekend filled with love, laughter, and cherished moments!

Your unconditional love and endless support make the world a better place. Here's to celebrating you today and every day! 💐

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Canadians are reminded to submit their 2023 income tax returns before the April 30th deadline. Filing on time not only helps avoid penalties but also guarantees prompt access to any tax refunds that are due.

Assistance from tax professionals, software tools, or the CRA's online services help to simplify and streamline the tax filing process.

I recently participated in Mackenzie Investments' due diligence event, which offered a valuable opportunity to exchange knowledge and insights with fellow attendees and portfolio managers on best practices for navigating the ever-changing market.
We delved into discussions on current market trends and investment strategies, including:

* Fixed Income: Exploring opportunities within the fixed income market and strategies to address current economic challenges.
* Equities: Identifying potential growth areas and investment prospects in the global economic backdrop.
* Market Outlook: Discussing the challenges presented by the global economy, strategies to navigate uncertainties, and spotting opportunities for clients.

Thank you, Mackenzie Investments, for hosting this event and providing an opportunity for attendees and speakers to share knowledge and learn from each other. See you next year!

As expected, the Bank of Canada today held its target for the overnight rate at 5%.

Bank of Canada maintains policy rate, continues quantitative tightening The Bank of Canada today held its target for the overnight rate at 5%, with the Bank Rate at 5¼% and the deposit rate at 5%.

May this Easter weekend bring you an abundance of happiness and cherished moments with those who mean the most to you. Wishing you a wonderful Easter weekend!

2023 Income Tax Checklist - Now Available: https://strategicwealthservices.com/resources

As you begin preparing your income tax return, we hope that this convenient checklist will assist you in identifying and gathering all necessary documents. Organizing these documents will help streamline the tax preparation process and ensure you're able to take full advantage of all available deductions and credits.

Remember, if you have any questions or need assistance, don't hesitate to reach out to a tax professional.

Daylight Saving Time starts this weekend - don't forget to switch your clocks!

The Bank of Canada announced today that they will hold the rate at 5%.

Bank of Canada maintains policy rate, continues quantitative tightening The Bank of Canada today held its target for the overnight rate at 5%, with the Bank Rate at 5¼% and the deposit rate at 5%.

The deadline of February 29th to buy RRSPs is fast approaching. If you've been considering investing in RRSPs, reach out to us. We offer a quick and easy process for purchasing RRSPs.

Wishing everyone a happy family day weekend filled with love, laughter, and cherished moments together.

Starting a Registered Education Savings Plan (RESP) is an excellent way to begin saving for your child's education:
An RESP can be opened for a child by a parent, grandparent, relative, or a friend.

The government matches 20% of your annual contribution up to an annual maximum of $500 and a lifetime maximum of $7,200, for each child
Lower-income families receive increased matching grants to reach the $7,200 maximum with smaller contributions.
Give us a call! We’d be happy to answer any questions you have about RESPs.

February 29, 2024 is the deadline for contributing to your RRSP for the 2023 tax year. Planning for your future is important, and contributing to an RRSP is a great way to start.

I'd like to extend my sincere thanks to Monarch Wealth Corporation for hosting their recent advisor's conference.

This event brought together financial professionals from across Canada to share insights on helping clients achieve their financial objectives. It was an honour to be a part of this valuable experience and connect with like-minded individuals.

Setting and achieving goals can be a daunting task, but the rewards make it worthwhile. Here are five steps to help you set and achieve your goals.