Kunz Financial Group

09/02/2026

🚦 Thinking about waiting for the "right time" to invest?
The challenge is that nobody knows exactly when markets will rise or fall. Staying invested and focused on your long-term goals is often more important than trying to time the market.
If recent headlines have you wondering about your plan, we're happy to help review it.

08/24/2026

📊 The stakes have been raised in Canada–U.S. trade relations.

Following the breakdown of recent trade negotiations, the United States is set to impose new tariffs on certain Canadian imports, significantly reshaping the North American trade landscape.

In this Special Report, Stefane Marion and Matthieu Arseneau examine the potential implications for employment, manufacturing, exports, and Canada's competitiveness.

➡️ Read the full report (link in comments)

08/21/2026

🎒 School is almost back in session. Is your RESP ready?
Many families are surprised to learn that RESP funds may help with more than just tuition.
In our latest carousel, we're busting five common RESP myths and sharing facts about how education savings can help support students throughout their post-secondary journey.
Whether you're helping a child or grandchild attend university, college, an apprenticeship, or trade school, understanding how RESP withdrawals work can make a big difference.
👉 Take a look through the slides and let us know:
What's the biggest RESP myth you've heard?

08/19/2026

🎓 School's Almost Back in Session! Is Your RESP Ready?

As students head back to campus, it's a great time to revisit your Registered Education Savings Plan (RESP).

Many families are surprised to learn that RESP funds may help support more than just tuition. Depending on the student's circumstances, funds may also help with:
📖 Books and supplies
💻 Laptops and technology
🏠 Rent and housing costs
🚌 Transportation
🍽️ Living expenses while attending school

A little planning before the semester starts can help make the transition smoother and help students focus on what matters most: their education.

Have a student heading to college, university, or trades training this fall? Now may be a good time to review your RESP withdrawal strategy.

07/31/2026

🌞 Happy August Long Weekend!
We hope you're taking advantage of the beautiful summer weather and enjoying time with family and friends.
Whether you're hitting the lake, exploring Alberta, firing up the BBQ, or simply relaxing at home, we wish you a safe, fun, and refreshing holiday weekend.
Enjoy every moment and make some great summer memories! 🍉🏕️🚤

07/28/2026

📊 With geopolitical tensions rising, inflation risks resurfacing, and Canada showing surprising economic resilience, what should investors be watching most closely right now?
In this month's economic update, Nancy Paquet, Executive Vice President, Wealth Management, joins Stéfane Marion, Chief Economist, to discuss the forces shaping today's markets—from oil prices and supply chain pressures to Canada's economic outlook.
🎥 Watch the video and share your perspective: Which trend do you think will have the biggest impact on investors in the months ahead?

In this video: Market performance | Energy | Global supply chains |...

07/23/2026

💬 Some of the most important financial conversations happen around the kitchen table.
Talking about money, estate plans, and future wishes isn't always easy. In fact, many families avoid these discussions because they can feel uncomfortable or emotional.

However, having these conversations today can help avoid confusion later and ensure everyone understands the family's goals, values, and intentions.

🌱 Open communication can help:
• Reduce uncertainty
• Align family expectations
• Prepare future generations
• Create greater confidence and peace of mind

Whether it's discussing retirement plans, estate wishes, caregiving responsibilities, or the legacy you'd like to leave behind, a conversation today can make a meaningful difference tomorrow.
❤️ Financial planning isn't just about wealth—it's about the people and values behind it.

💬 Have you had a family conversation about financial goals or future planning?

07/21/2026

🤝 The Human Side of Wealth Management
When people think about wealth management, they often think about investments and portfolios. But in reality, it starts with something much more important—a conversation.
Every financial journey is unique. Your goals, values, family priorities, concerns, and dreams for the future all play an important role in shaping a plan that's built specifically for you.
Whether you're:
✅ Planning for retirement
✅ Preparing to sell a business
✅ Supporting children or aging parents
✅ Building a legacy for future generations
A thoughtful financial strategy begins with understanding what matters most to you.
At the heart of great financial advice is a trusted relationship—one built on listening, understanding, and helping you navigate life's important decisions with confidence.
💬 What's one financial goal you're currently working toward?

07/20/2026

Stampede Week 👢💃

07/16/2026

📈 Business owners, how is your business performing halfway through the year?
Mid-year is the perfect time to pause and review your financial picture. A quick check-in today can help uncover opportunities and keep your business and personal financial goals on track.
💡 Some key areas to revisit:
• Cash flow and profitability
• Corporate tax planning strategies
• Succession and transition planning
• Personal wealth objectives
Strong financial outcomes are built through proactive planning—not last-minute decisions. Taking time now can set the stage for a successful second half of the year.
What areas are you focusing on during your mid-year review?
📊💼