Querencia Wealth

08/15/2025

It's almost time for kids to make their trek to university and college. Check out our Learning Centre for 8 Student Budget ideas to help them try to keep their cash flow intact.

https://www.querenciawealth.com/about-us/learning-centre

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05/10/2025

As we get tax season behind us, those who are getting a refund might be wondering what options to consider once they receive it. Here are a few different ideas. If you would like more information or have any questions, feel free to reach out to us. Click on the link below for access to download the PDF version.

https://www.querenciawealth.com/about-us/learning-centre

02/25/2025

RRSP deadline season is upon us again. This year you have until March 3rd, 2025 to contribute if you want to apply it against your 2024 tax return. If cash flow is a little tight maybe starting a monthly withdrawal program for 2025 is a better option. Either way, here are some quick points to refresh you on RRSPs.

Click on the link to access a PDF copy;
https://www.querenciawealth.com/investments/rrsp

If you have any other questions, please don't hesitate to reach out.

12/24/2024

2025 is right around the corner. Check out 8 things affecting Canadians and the economy in the coming year.

https://drive.google.com/file/d/1_DTQViY9uJ0HuQasvGhZ3BbhN3Jw3hS-/view?usp=sharing

12/12/2024

Why should you start planning now for your 2024 tax filing?
Check out these quick ideas for planning ahead with your investments. It could translate into more money in your hands come tax time.

https://www.querenciawealth.com/our-services/tax-filing-preparation

TAX PLANNING

10/11/2024

When planning for retirement the focus is on saving enough to live comfortably, but one important factor is life expectancy. Family history and lifestyle choices can have an impact.

Click on the link below for an article on Life Expectancy that goes over what the numbers in Canada show.

https://www.querenciawealth.com/about-us/learning-centre

08/26/2024

As your kids head back to class, maybe it's time to look at an RESP. Each child could be eligible for up to $7,200 in grants. Take advantage of a great program to help your kids realize their educational goals.

Follow the link below to download a copy of our RESP brochure:

https://www.querenciawealth.com/investments/resp

07/11/2024

06/13/2024

Have you ever wondered what the influences are that drive our attachment to, or detachment from, money? Where do your perspectives on money fall? Are you a spender or saver?

Check out our latest newsletter that explores the relationship between money and people.

https://www.querenciawealth.com/about-us/learning-centre

05/16/2024

Spring has arrived and there's no better time to do some housekeeping on your finances. Check out these 5 ideas for reviewing your financial goals.

https://www.querenciawealth.com/about-us/learning-centre