Crake Fowell Wealth Management

Crake Fowell Wealth Management A Team of Investment Advisors
TD Wealth Private Investment Advice
Intended for Canadian residents and does not constitute advice. Disclaimers below.

🏛️ As Wealth Grows, Financial Planning Often Becomes More Complex 💼For many high net worth families, tis conversation ex...
08/27/2026

🏛️ As Wealth Grows, Financial Planning Often Becomes More Complex 💼

For many high net worth families, tis conversation extends beyond investment returns and includes questions around wealth preservation, estate planning, tax efficiency, business succession, charitable giving, and protecting the legacy they hope to leave behind.

The most effective strategies are rarely built around a single product or investment. They come from integrating investments, insurance, tax considerations, and estate planning into a coordinated wealth plan 🧩

Every family's situation is unique. Whether the goal is preserving wealth for future generations, supporting philanthropic objectives, or navigating a significant liquidity event, thoughtful planning can make a meaningful difference

📩 If you're looking for a second opinion on your current wealth strategy or would like to discuss how different planning solutions may fit into your overall financial picture, I'd be happy to connect!

🛡️ Life Insurance is About more than a PolicyIt is about protecting the financial plan you have worked hard to build.Dep...
08/26/2026

🛡️ Life Insurance is About more than a Policy

It is about protecting the financial plan you have worked hard to build.

Depending on your circumstances, life insurance may help replace income for your family, provide liquidity for estate obligations, support business or succession planning, and preserve more of your estate for the people and causes that matter to you.

That is why I believe insurance should not be considered in isolation. It should be reviewed alongside your investments, retirement strategy, tax planning and estate goals as part of an overall financial plan 🧩

💬 If you have not reviewed your coverage recently, or you are unsure how insurance fits into your broader plan, feel free to reach out. I would be happy to start the conversation and help you explore the planning considerations relevant to you.

08/26/2026

📅 Project deadlines. School drop-offs. Medical appointments. Financial planning. With so much competing for our attention, it can feel like there's never enough time in the day.

🎙️ In the latest episode of The MoneyTalk Podcast, author Laura Vanderkam joins Kim Parlee to share practical strategies for taking control of your schedule, creating more balance, and making time for what matters most. You may have more time than you think.

⏳ 🎧

🎧 Watch or listen to the full podcast episode "Rethinking the time crunch: Why you have more hours than you think" here:

Spotify: https://open.spotify.com/episode/0xZYSjB6NrFPOIDAvVJWuq?si=21975e92038c473e

Apple: https://podcasts.apple.com/ca/podcast/rethinking-the-time-crunch-why-you-have-more-hours/id1810251697?i=1000783903422

MoneyTalk: https://www.moneytalkgo.com/video/rethinking-the-time-crunch-why-you-have-more-hours-than-you-think/

🤝Co-Owning a Business can Work Well... Until Circumstances Change.If you co-own a business with family members or other ...
08/25/2026

🤝Co-Owning a Business can Work Well... Until Circumstances Change.

If you co-own a business with family members or other shareholders, TD Wealth's Pierre Létourneau says a shareholders' agreement can help keep things fair and protect what is often an owner's most valuable asset: their stake in a business.

An important part of succession planning for privately held companies with more than one owner, this document establishes a set of ground rules to help you deal with difficult and complex situations that may arise.



🔗Read the full article here: https://www.moneytalkgo.com/benefits-of-a-shareholders-agreement/

08/24/2026

🔍 Bond Markets continue to play a critical role in shaping investment opportunities and economic conditions…

As US Treasury issuance and fiscal policy evolve, we are watching closely to see how these changes may influence interest rates, yields, and market stability.

Understanding what's driving the bond market can help in making more informed decisions in an ever changing environment.

🎥 Watch this MoneyTalk video for insights on the latest developments and what they could mean for investments.

08/20/2026

📚 When it comes to RESP withdrawals, timing matters!

The income portion of an RESP, including government grants and investment growth, is taxable to the student. By withdrawing these funds while a student's income is relatively low, families may be able to reduce taxes and make their education savings go further.



Learn more from TD Wealth's Ian Lebane 🎥 Full video here:

https://www.moneytalkgo.com/video/resp-withdrawals-timing-and-order-matter/

✍️ Do you have a Will?Many Canadians don't, yet having a Will is one of the most important steps you can take to protect...
08/19/2026

✍️ Do you have a Will?

Many Canadians don't, yet having a Will is one of the most important steps you can take to protect your loved ones and ensure your wishes are carried out. A Will can help:

✅ Reduce uncertainty and potential family conflicts
✅ Provide guidance on funeral arrangements and related expenses
✅ Address digital assets, including online accounts, photos, and even cryptocurrency

While estate planning often gets pushed aside, it's not just for retirees. Having a plan in place can provide financial confidence at any stage of life.

📋 Looking to get started? The MoneyTalk Estate Planning Checklist is a great resource to help organize your thoughts and prepare for the process.

💡 Estate planning is about making things easier for the people you care about most.

🔗 Access the Estate Planning Checklist



🔗Want to create your first Will? The MoneyTalk Estate Planning Checklist can help you prepare.
https://www.moneytalkgo.com/the-moneytalk-estate-planning-checklist/

08/19/2026

⏰ Feeling like there just aren't enough hours in the day?

Between work deadlines, family commitments, appointments, and managing finances, it's easy to feel stretched thin. But what if the problem isn't a lack of time, but how we think about it?

In the latest MoneyTalk Podcast, author Laura Vanderkam joins Kim Parlee to discuss practical strategies for taking control of your schedule, reducing stress, and making more time for what matters most.

🎧 A great listen for anyone looking to create more balance in their busy life!



Spotify: https://open.spotify.com/episode/0xZYSjB6NrFPOIDAvVJWuq?si=21975e92038c473e

Apple: https://podcasts.apple.com/ca/podcast/rethinking-the-time-crunch-why-you-have-more-hours/id1810251697?i=1000783903422

MoneyTalk: https://www.moneytalkgo.com/video/rethinking-the-time-crunch-why-you-have-more-hours-than-you-think/

🔐 In today's digital world, staying cyber smart is just as important as managing your finances 🛡️Cybercriminals are cons...
08/14/2026

🔐 In today's digital world, staying cyber smart is just as important as managing your finances 🛡️

Cybercriminals are constantly evolving their tactics making it essential to recognize potential threats and protect your personal information.

Take a moment to test your knowledge and learn simple ways to strengthen your online security. A few smart habits today can help safeguard your finances and personal data tomorrow 💻

🔒

🗳️ Election seasons can create uncertainty, headlines, and plenty of market noise!Making investment decisions based on e...
08/13/2026

🗳️ Election seasons can create uncertainty, headlines, and plenty of market noise!

Making investment decisions based on emotions or short term political developments can potentially derail long term financial goals.

Before making changes to your portfolio, it's important to stay focused on your plan, maintain diversification, and avoid reacting to every headline. A disciplined investment approach can help keep you on track through changing political and market environments.

Read more about three common mistakes investors should avoid during election season and how to stay focused on what matters most.

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