Borden Weinstock Group

09/17/2020

scotiawealthmanagement.com

07/22/2020

Services Economics Copy to clipboard Send via email Public (Recommended) No surprises in Finance Minister’s Economic Snapshot July 10, 2020 View full article A refined response but no recovery plan yet.Canadians got their first glimpse of the financial toll the pandemic has had on the economy earl...

07/20/2020

We have been getting a lot of questions on borrowing to investing over the last 3-months. Here are some key points and risks to consider when looking at a borrow to invest strategy.

Services Total Wealth Planning Copy to clipboard Send via email Public (Recommended) Borrowing to invest July 10, 2020 Download PDF When it comes to financial planning and investing, there are many different strategies that can be employed.One of the available strategies is taking out a loan and usi...

06/19/2020

Services Total Wealth Planning Copy to clipboard Send via email Public (Recommended) Lessons learned: protecting your wealth in a pandemic June 15, 2020 Download PDF The COVID-19 pandemic has become a global tragedy unlike any in our lifetimes.What was routine and familiar has been turned upside dow...

06/17/2020

The key to effective estate planning is to minimize estate tax and maximize the amount of wealth that is available for transfer to the next generation.

Services Insurance planning Copy to clipboard Send via email Public (Recommended) The estate reallocation strategy June 16, 2020 Download PDF Minimize your taxes and maximize the legacy you leave behind through an effective estate reallocation strategy.The key to effective estate planning is to mini...

06/11/2020

Starting a family during these uncertain times? We're here to help. Contact us to learn more about how having a plan can help you.

06/10/2020

We delivered 3 financial plans in the past two weeks (all remotely) & started the planning process for a few more. We are not letting Covid stop us from helping clients achieve financial peace of mind!

Services Total Wealth Planning Copy to clipboard Send via email Public (Recommended) Tactics to help insulate your financial plan from economic uncertainty May 29, 2020 Download PDF Managing our finances with confidence requires a plan; a course of action.We need to imagine the future – something ...

05/20/2020

Services Total Wealth Planning Copy to clipboard Send via email Public (Recommended) Staying focused on goals rather than getting distracted by market volatility May 13, 2020 Download PDF Traditional investment indices have been on a roller coaster ride as a result of the market uncertainty brought....

05/06/2020

If governments apply a heavy hand to taxation, they’ll smother the economy and worsen their revenue shortfalls, writes Rob Carrick