GoTo Wealth

02/12/2026

With just over two weeks left in RRSP season, now is the time to take action on your retirement and tax strategy.

A Registered Retirement Savings Plan (RRSP) allows you to invest in a variety of options, including stocks, bonds, ETFs, mutual funds, segregated funds, or even cash. The benefit? Your contributions are deducted from your taxable income, helping you reduce your tax bill while building a comfortable retirement plan. 📈

If you’re looking to lower your taxes for the 2025 tax year or want a second opinion on your current RRSP strategy, GoTo Wealth is here to help. With expert guidance and access to low fee investment solutions from all Canadian banks and financial institutions, we’ll make sure your plan stays aligned with your financial goals.
Building wealth is a lifelong journey, and the right advice and decisions along the way can set you up for success. Our team works closely with clients to make sure every step brings you closer to your financial goals. 🎯

Reminder: The deadline to contribute to your RRSP for the 2025 tax year is March 2, 2026. Don’t wait—make your contribution count! ⏳

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À un peu plus de deux semaines de la fin de la saison des REER, c'est le moment de prendre des mesures concernant votre stratégie de retraite et fiscale.

Un régime enregistré d'épargne-retraite (REER) vous permet d'investir dans diverses options, notamment des actions, des obligations, des FNB, des fonds communs de placement, des fonds distincts ou même des liquidités. L'avantage ? Vos cotisations sont déduites de votre revenu imposable, ce qui vous aide à réduire votre facture fiscale tout en vous constituant un plan de retraite confortable. 📈

Si vous cherchez à réduire vos impôts pour l'année fiscale 2025 ou si vous souhaitez obtenir un deuxième avis sur votre stratégie REER actuelle, GoTo Wealth est là pour vous aider. Grâce à des conseils d'experts et à l'accès à des solutions investissement à frais abordables proposées par toutes les banques et institutions financières canadiennes, nous veillerons à ce que votre plan reste en adéquation avec vos objectifs financiers.

Constituer un patrimoine est un parcours qui dure toute la vie, et les bons conseils et les bonnes décisions tout au long de ce parcours peuvent vous mener au succès. Notre équipe travaille en collaboration étroite avec ses clients pour s'assurer que chaque étape vous rapproche de vos objectifs financières. 🎯

Rappel : La date limite pour cotiser à votre REER pour l'année d'imposition 2025 est le 2 mars 2026. N'attendez pas, faites en sorte que votre contribution compte ! ⏳

05/23/2025

We’re excited to announce the Grand Reopening of our Grand Falls office! 🎉

Join us on Thursday, May 29th, from 3:00 PM to 6:00 PM as we celebrate a fresh new look and continued commitment to serving our community.

📍 82 Broadway Blvd, Grand Falls, NB
🗓️ Thursday, May 29
🕒 3:00 PM – 6:00 PM

Come meet our team, check out the newly renovated space, and enjoy some light refreshments along with a community BBQ! Whether you’re a long-time client or just curious, we’d love to see you there!

*Please note: Our Saint-Basile and Saint-Quentin offices will be closing at 2:00 PM that day so our staff can join the celebration.

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Nous sommes très excités d'annoncer la réouverture de notre succursale de Grand-Sault ! 🎉

Joignez-vous à nous le jeudi 29 mai, de 15 h à 18 h, alors que nous célébrons un nouveau "look" et un engagement continu à servir notre communauté.

📍 82 Broadway Blvd, Grand-Sault, NB
🗓️ jeudi 29 mai
🕒 15H00 - 18H00

Venez rencontrer notre équipe, jeter un coup d'œil à l'espace nouvellement rénové, et profiter de quelques rafraîchissements, ainsi qu'un barbecue communautaire ! Que vous soyez un client de longue date ou simplement curieux, nous aimerions vous y voir !

*Veuillez noter que nos bureaux de Saint-Basile et de Saint-Quentin fermeront à 14 h ce jour-là pour permettre à notre personnel de participer à la célébration.

02/12/2025

February marks the start of RRSP season—a critical time in the investment and tax world. A Registered Retirement Savings Plan (RRSP) allows you to invest in a variety of assets, including stocks, bonds, ETFs, mutual funds, segregated funds, or even cash. The best part? Contributions to your RRSP are deducted from your taxable income, helping you reduce your tax burden while preparing for a comfortable retirement. 📈

If you're aiming to lower your taxes for 2024 or want a second opinion on your existing RRSP, GoTo Wealth is here to help. With expert advice and access to a broad selection of investment options from all major Canadian banks and financial institutions, we’ll ensure your financial strategy is on track.

Building wealth is a lifelong journey, and the right advice and decisions along the way can set you up for success. Our team works closely with clients to make sure every step brings you closer to your financial goals. 🎯

Remember, the deadline to contribute to your RRSP for the 2024 tax year is March 3, 2025. Don’t miss out! ⏳

07/24/2024

11/20/2023

Great event & fun had by all!

It was a Funspiel!!
on Friday, we had a great time at the 4th Annual 2.0 Curling Bonspiel !!
Big Thank You to our Event Sponsors!!
Jean Coutu Chatham
Beaubear Credit Union
GoTo Wealth
Dickison’s Pharmasave
99.3 The River
Dairy Queen Grill & Chill

07/05/2023

We can help you with all your financial goals!

Are you planning to buy a new home?

Well you should know that the Government of Canada announced a new First Home Savings Account (FHSA). The FHSA is a registered plan allowing prospective first-time home buyers to save for their first home tax-free (up to certain limits).

FHSA Highlights:
• Must be a Canadian resident
• Minimum of 18 years of age
• Annual contribution limit of $8,000 with a lifetime limit of $40,000
• Contributions are tax deductible (like an RRSP)
• Qualifying withdrawals are tax-free (like a TFSA)
• Must be a first-time home buyer (has not owned a home in which they lived during the current or preceding four calendar years)
• Unused FHSA proceeds can be transferred on a tax-deferred basis to an RRSP or RRIF

This is a great opportunity for you to start saving for your first home today while earning an excellent rate of return!

If you have questions about the FHSA or any other savings & investment accounts, please reach out!

02/15/2023

You still have time, we can help! Contact us today.

In the investment & tax world, February is considered RRSP Season. A Registered Retirement Savings Plan is an investment account in which you can hold Stocks, Bonds, ETF’s, Mutual Funds, Segregated Funds or even Cash. Contributions to an RRSP account are deducted from your taxable income, helping you pay less tax & save for retirement! If you’re wanting to reduce your taxes owing for 2022 or you want a 2nd opinion on an existing account then GoTo Wealth can help! Not only do we offer great advice but as a brokerage we offer a wide range of investments from all Canadian banks & financial institutions.

Building Wealth is a life long journey, the outcome is based on the decisions & advice you receive along the way. We work with our clients to ensure the right decisions are made for a better outcome & a brighter future.

The RRSP Deadline is March 1st 2023

09/12/2022

Lately, all of us have been seeing a few less dollars in our wallets. They say it’s “inflation” but what exactly is inflation and how does it affect interest rates and your investments? Read this article to find out more.

08/10/2022

At GoTo Wealth, our comprehensive approach to wealth management begins with understanding your exclusive financial situation, your goals, needs, and tolerance for risk. We then create an investment strategy designed specific to your situation and financial objectives, that will help you achieve your short- & long-term goals.

Our highly specialized and knowledgeable advisory team works together with accountants, tax advisors and lawyers to ensure optimal results are achieved with each goal.

We take pride in educating, not only our clients but our community. Financial literacy is of great importance and we hope that our message and strategies will help shape a better tomorrow for all of us and our families.

03/08/2022

Happy International Women’s Day!

03/03/2022

🎉 Here we grow again! 🎉

GoToInsure.ca is pleased to announce the acquisition of Hope Grant Insurance, a commercial and personal insurance brokerage located in Saint John and Fredericton, NB.

Hope Grant Ltd. is a family owned and operated business that has been in existence for more than 150 years.

This acquisition will ensure more markets and increased support to our dedicated and conscientious staff to better serve our clients.

This initiative was part of GTI Brokers Groups Inc.’s performance growth in Atlantic Canada and Synex Business Performance Group’s diversification plan across Canada.