Discovery Wealth Management Inc.

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Canada
Mississauga, ON
Discovery Wealth Management Inc.

Independent and locally owned fiduciary financial planning & wealth advisory practice located Mississauga.

We offer a variety of insurance and investment products that can help you meet a number of your financial needs, including, but not limited to post-secondary education funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact us to help you fully analyze your financial situation and recommend appropriate solutions.

05/20/2024

Happy Victoria Day!
This Thursday May 23rd, I'm hosting a Zoom event to review the recent tax changes CRA made to Capital Gains Tax and how to minimize the impact. If you or your family own a cottage, you should attend!
Click the link for info and registration.

In the recent Federal Budget, it was announced that significant changes were being made to the treatment of Capital Gains Taxes which are scheduled to take effect on June 25, 2024. This change will affect you if you own a Cottage. The pending tax change will also impact you if you own a Rental Prope...

10/06/2023

On October 24th, we are hosting an Estate Planning seminar at Mississaugua Golf & CC. See details below to register...

Whether you have a plan or not, join us for an informative session on steps to take to ensure your life wishes are carried out. We have a Tax & Estate Planner from Mackenzie Financial joining us to help answer all your questions around:

03/09/2023

If you are saving up for your first home, Check this out!

Beginning in April, you will have access to a new savings product called First Home Savings Account (FHSA). Click on the video below to hear why you should take advantage of this.

02/20/2023

This Thursday, I'll be hosting a webinar where I'll help answer questions around how much cash you might need for retirement. Here's the link to register if you are interested...

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02/09/2023

There was an article in the news yesterday that grabbed my attention. It said that on average, Canadians think they'll need about $1.7M to retire. Do you think that's enough?

12/05/2022

Hard to believe but it’s already December! We are coming to the close of 2022 and that might mean that you need to act on some time sensitive financial strategies before December 31st.

Depending on your circumstance, here are Five Strategies that you should consider investigating...

Hard to believe but it’s already December! We are coming to the close of 2022 and that might mean that you need to act on some time sensitive financial strategies before December 31st.

07/28/2022

Markets got you down? Check out this quick 7 minute presentation!

With all of the uncertainty in the world, are you concerned about how your portfolio might be performing? If so, watch this short presentation I prepa...

04/25/2022

This year, celebrate Earth Day by looking at your portfolio and determining if ESG investing is suitable for you and your values.

Want to make the world a better place? Please join me on Wednesday, April 27th at 12:00 pm for a virtual chat with Christy Licatta, District Vice-Pres...

04/19/2022

Want to make the world a better place? Come to my webinar on April 27 and see why you should consider "ESG Investing" and help not just the world but your portfolio too! Check it out...

Want to make the world a better place? Please join me on Wednesday, April 27th at 12:00 pm for a virtual chat with Christy Licatta, District Vice-Pres...

04/11/2022

Last week, the liberal government released their 2022 budget. There were a couple of very intriguing announcements, particularly if you are in the market for your first home...

Last week, the Liberal government of Canada tabled their 2022 budget. The most notable announcements made in the budget pertain to the red hot real e...

10/07/2021

A power of attorney document can bring relief and preparedness to your financial life - but there are a few considerations to make before signing.

As we age, we start to think more about the “what if” scenarios. Should you become incapacitated, who will take care of your finances? If you’re movin...

09/23/2021

When it comes to preparing for retirement, it can be tough figuring out where to start. Here are 4 basic retirement savings strategies and considerations every Canadian should make.

You may have a clear vision of what you want your retirement to look like. Or, it may feel like a distant deadline that’s a lifetime away. Wherever yo...

Address

1176 Crestdale Road
Mississauga, ON
L5H3X3

Website

http://www.discovery-wealth.com/

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