The Webster Group

04/08/2026

Owning a holding corporation can create valuable tax‑planning opportunities—but only when it's structured thoughtfully.

From investment income & passive income rules, to estate & succession considerations, this article highlights the key tax insights business owners should understand as their wealth grows.

If this raises questions about your own corporate structure or planning approach, connect with me for a discussion.

scotiawealthmanagement.com

03/19/2026

The Iran conflict is creating meaningful ripple effects across global markets.
As part of our commitment to keeping clients informed, I sat down with Walid Khalid, Director of Investment Strategy, to provide timely clarity on what matters most for investors right now:
• The scale of the disruption to global oil supply
• Why inflation expectations and interest rates may be affected
• How geopolitical shocks typically unfold in three phases
• What history shows us about market recovery after conflict
• Why diversification and high‑quality assets remain essential

Watch the full conversation below.

03/12/2026

With so much happening on the world stage right now, perspective matters.
This new Enriched Thinking™ piece offers a clear, level‑headed look at how markets have responded to geopolitical events throughout history, and why that context is so valuable today.

scotiawealthmanagement.com

03/06/2026

If you're interested in where AI meets economics and markets, this deep‑dive from Walid Khalid, CFA (Director, Investment Strategy) and Juan Manuel Herrera (Senior Economist, Investment Strategy) is worth setting a few minutes aside for.

scotiawealthmanagement.com

03/03/2026

The latest global conflict is driving market volatility. Our Global Investment Solutions team shares their perspective, and why diversified portfolios are built for moments like this.

scotiawealthmanagement.com

02/24/2026

How do Boomers, Millennials, and Gen Z really differ when it comes to money—and what does it mean for families planning together?
Scotia Wealth Management hosted a client seminar with generational expert Kim Lear last week, and ICYMI, this podcast dives into the same eye‑opening insights.
Let us know your biggest takeaway!

scotiawealthmanagement.com

02/06/2026

Your health is your greatest asset.
This Heart Month, see how a heart‑healthy lifestyle supports not just your wellbeing—but your long‑term financial plan too. After all, wealth is about being able to enjoy life—today and in the years ahead.

scotiawealthmanagement.com

01/29/2026

The start of the year is a reminder to check in - not just on goals, but on the key parts of your financial plan that keep everything working smoothly.
Here I share a quick update as we head into 2026. Click below to watch, or find it on our website at https://ryanwebstergroup.com/

01/23/2026

Save this post — it has all the key numbers you need to know for your 2026 financial decisions.

Access it here: https://lnkd.in/eyxddFWm

01/06/2026

Your 2026 tax roadmap: important dates at a glance.

https://lnkd.in/ef3j55nf

12/03/2025

Being named an executor can be a sign of trust—but it comes with real responsibility.

From locating the Will and securing assets to managing tax filings and communicating with beneficiaries, the role can be complex and time-consuming. Even straightforward estates can take hundreds of hours to settle. Before accepting, it's important to understand what's involved and whether you're prepared to take it on.

Learn what it really means to be an executor, and how planning ahead can ease the burden for everyone involved. http://ms.spr.ly/6049tKG6l