Wagner Investment Management Team

10/16/2026

If you want your retirement plans to include a permanent address somewhere abroad, a new global index offers a place to start. Here are the top 10 retirement destinations and the tax rules for Canadians to consider.

Uruguay tops a new 46-country retirement index, but Canadians weighing a move abroad need to factor in OAS rules, non-resident tax and Canada's departure tax first

10/15/2026

A divorce can leave you holding a mortgage that was approved on two incomes. For those unfamiliar with mortgage-related rules around of divorce in Canada, one expert answers 10 of the most common questions.

What are the mortgage-related rules around of divorce in Canada? What should you do? A mortgage broker answers 10 questions for MoneySense.

10/15/2026

Our inaugural Women of Wellington retreat last week was a huge success, bringing women from across our firm together in one place. Spending over two days in the heart of Saskatoon, our Women of Wellington members networked, engaged in business-building sessions, and shared experiences around the city. Thank you to the women making the wealth management industry more inclusive through their impactful work and support for one another!

10/14/2026

Canada's economic freedom ranking has dropped to 18th globally, primarily due to increased government size, regulatory burdens, and reduced trade openness. Here's why this decline raises concerns for investors and emphasizes the need for diversification.

Canada dropped from 9th to 18th in a global economic freedom ranking, with government size, regulation, and trade openness all impacting

10/13/2026

As Canadian snowbirds flock to warmer states, they face intensified scrutiny from U.S. authorities, including new registration requirements for extended stays while risking unexpected tax liabilities and additional privacy concerns. Here's what to know.

Ottawa continues to warn Canadians to expect extra scrutiny when travelling to the United States. That includes the estimated one million retirees, called snowbirds, set to flock to warmer states like Florida and Arizona this winter.

10/10/2026

This weekend, embrace the crisp autumn air and enjoy time with your loved ones. Wishing everyone a safe and joyful !

10/09/2026

High-income earners often fall into the trap of comparing their financial situations to their peers, leading to misguided spending habits and a lack of savings. One experts highlights five mistakes high earners make and how to avoid each one.

Personal finance contributor Christopher Liew explains five mistakes high earners make, and what he'd do about each one.

10/08/2026

September was a reminder that not every month will move in the same direction.

North American equity markets faced a more challenging month, while bond markets also came under pressure as yields moved higher. Inflation, interest rates, energy prices and ongoing geopolitical and trade uncertainty continued to influence investor sentiment.

While one month can tell an interesting story, maintaining perspective and focusing on longer term objectives remains important.

In our latest Monthly Market Update, we look at what influenced markets in September and some of the factors we will be watching as we move into the final quarter of 2026.

Read the full update here: https://ow.ly/Z3qc50ZVCFb

What happened in September? September was a more challenging month for investors concentrated in North American equities, although results remained stronger when viewed over the broader three-month period. Many of the factors influencing markets over the past several months remained in focus. Inflat...

10/08/2026

Your will is only one piece of the puzzle when you have U.S. assets. Here are the documents and decisions worth reviewing for your cross-border estate plan.

Your will is only one piece of the puzzle when you have U.S. assets. Here are the documents and decisions worth reviewing.

10/07/2026

Having a spousal RRSP isn't as popular as it once was before pension splitting was introduced in 2007, but it's still a worthy consideration as it comes with unique advantages. Here's how a spousal RRSP can save couples tax.

Having a spousal RRSP isn't as popular as it once was before pension splitting was introduced in 2007, but it's still a worthy consideration.