Wagner Investment Management Team

05/29/2026

As Canadians navigate their 30s, focusing on financial planning is crucial for long-term success. Experts share five strategies this age group should make now before it gets expensive.

Your income is real, your life is complicated — and the default financial advice still isn't built for where you actually are

05/28/2026

As tax season concludes, many Canadians may have overlooked valuable opportunities to maximize their tax savings. To avoid missing valuable credits, deductions, and filing opportunities, here are nine ways to make the most of your tax savings.

You might be missing valuable tax credits, deductions, and filing opportunities. Here are nine ways to maximize your tax savings.

05/28/2026

It’s hard to believe that today marks five years since Susyn and I made the move to Wellington-Altus Private Wealth.

At the time, we believed deeply in building a business centered around independence, strong client relationships, and long-term thinking. Five years later, we can honestly say it was one of the best professional decisions we could have made.

So much has evolved since then, our team, our clients’ lives, and our business, but the foundation has remained the same: helping people make thoughtful financial decisions during all stages of life.

A sincere thank you to our clients, colleagues, and everyone who has been part of this journey with us. We truly appreciate your trust and support.

Looking forward to what comes next.

05/27/2026

Nearly half of prospective home buyers see recreational properties as a backdoor into the housing market as affordability pressures reshape how Canadians think about building wealth. Learn more about this shift in real estate wealth-building. https://ow.ly/lYjh50Z4fit

05/26/2026

Long-term financial planning requires realistic assumptions about inflation, investment returns, and life expectancy to ensure a sustainable retirement. Here's what financial planners recommend as conservative estimates for your planning.

What inflation, investment return, and life expectancy assumptions should Canadians use for retirement planning? Here’s what financial planners recommend.

05/20/2026

Investing in cryptocurrency can be rewarding, but it requires a strategic approach to ensure safety and minimize risks. Here are five essential steps investors can follow to safely navigate this volatile market more effectively in Canada.

Crypto is like the Wild West. These basic steps — and an updated look at Canada's rules — can help lower your risk.

05/15/2026

Unplug, unwind, and spend this weekend doing what you enjoy most. Wishing everyone a safe and happy !

05/15/2026

Financial independence, retire early. The 'FIRE' movement promises early retirement, but higher daily costs and income realities make it difficult. Here’s what the math actually says and which alternatives may be more realistic for your retirement goals.

The FIRE movement promises early retirement, but high costs and income realities make it difficult. Here’s what the math actually says and which alternatives may be more realistic.

05/14/2026

As grocery prices continue to rise, financial planners are exploring the benefits of offering clients practical budgeting advice, including meal prep and grocery shopping strategies. Here's why this approach can empower clients to make informed decisions. https://ow.ly/RYm650YYhPf

05/13/2026

People living with disabilities can face extra financial pressures in their day to day lives. Here's how disabled Canadians can navigate tax season, including credits, deductions, and programs that can help offset the higher costs of living.

How Canadians with disabilities can navigate tax season, including credits, deductions, and programs that can help offset higher costs of living.

05/12/2026

Nearly 7 in 10 Canadian women say they’d make different financial decisions if they could go back in time, according to a new survey. Here's what Canadian women regret the most about money, and how Gen Z can avoid the same mistakes.

From investing too late to lacking an emergency fund, many Canadian women share similar regrets. Here’s what Gen Z can do now to get ahead.