Wealth Management

The best investment strategy starts with you Using mutual funds to adapt to your financial needs

CWB’s Vince Lee knows TFSA mutual funds success lies in finding the right balance of risk and reward.

The best worst-named investment in Canada: Getting the most out your TFSA

Outlining the TFSA investment options for short and long term goals, CWB’s Natasha Jahrig emphasizes the importance of knowing what you’re saving for.

Leaving on your own terms: What to consider for an effective business succession plan

How can business owners prepare for the inevitable transition from owner to retiree? Succession planning is a vital process to ensure smooth change over in management.

Understanding how taxes impact your rate of return

Better assess your future investment choices to help minimize tax on your portfolio returns.

TFSA vs. RRSP: A taxing discussion

Few can afford to use both a Tax Free Savings Account (TFSA) and a Registered Retired Savings Plan (RRSP), let alone distinguish between the two.