Acquire Wealth Management

Acquire Wealth Management Investments • Insurance • Tax Planning

Investments • Insurance • Tax Planning

Address:
53 South Landing Drive
Oak Bluff, MB
R4G 0C4

Hours:
Mon-Fri 8:30am-5:00pm

Our ServicesInvestments:📈Manage your various assets and investments to ensure you get the greatest return and meet your ...
07/15/2022

Our Services

Investments:📈
Manage your various assets and investments to ensure you get the greatest return and meet your financial goals, with proven, conservative practices.

Insurance:🔒
Choose from a wide range of options to protect your greatest asset- your life, health and well-being. Employee benefits are also available to protect your employees and their families with a flexible group benefits plan.

Tax Planning:📊
Customize a strategy to maximize wealth, minimize your tax exposure and save for the future. Plan ahead to ensure you are financially prepared for your retirement.

To learn more about our services, you can contact [email protected] or 204.989.0532

Investments • Insurance • Tax Planning
www.acquirewm.ca
📈🔒📊💼

Have a great weekend and enjoy this summer sun!☀️
07/08/2022

Have a great weekend and enjoy this summer sun!☀️

🟠The RRSP deadline is fast approaching! ⏰Deadline: March 1st, 2022 for the 2021 tax yearAre you saving for your retireme...
01/28/2022

🟠The RRSP deadline is fast approaching! ⏰

Deadline: March 1st, 2022 for the 2021 tax year

Are you saving for your retirement? If not, now is the time to start.
 
When you contribute to an RRSP, you’re investing towards a better quality of life for your future self.

Making a RRSP contribution can potentially reduce the amount of tax you will be subject to pay on your income tax return.
 
RRSPs:
•Tax deductible contribution
•Tax deferred investment growth
•Taxable on withdrawal
•Maximum age to contribute – end of year you turn 71
 
Ready to contribute before the deadline?
Reach out us to discuss your RRSP options, to open a new account, or make an additional contribution.

Investments • Insurance • Tax Planning
www.acquirewm.ca
📈🔒📊💼

TFSA – New Year, New Room! With a new year brings new TFSA room!  The 2022 annual limit is $6,000, for a total of $81,50...
01/14/2022

TFSA – New Year, New Room!
 
With a new year brings new TFSA room!
 
The 2022 annual limit is $6,000, for a total of $81,500 for someone who has never contributed and has been eligible for TFSA since its introduction in 2009.

Contributions can be made at your discretion (annually, quarterly, monthly etc.)

As an example: a plan of $500/month would equal the maximum deposit by year end.

Regardless of market conditions, TFSA’s are a great place to grow your money with no taxes on the growth upon withdrawal.

Investments • Insurance • Tax Planning
www.acquirewm.ca
📈🔒📊💼

🟠Contribution reminders!💰 Happy New Year!✨ Here are some contribution reminders to start off 2022! ▪️TFSA• Annual contri...
01/07/2022

🟠Contribution reminders!💰

Happy New Year!✨

Here are some contribution reminders to start off 2022!

▪️TFSA
• Annual contribution limit $6000
• Plus, unused TFSA contribution from previous years
• Plus, withdrawals made from your TFSA in the previous year
• Maximum contribution $81,500 (2022)

▪️RRSP
• Annual maximum limit $27,830 (2021­)
• 18% of your earned income in previous year
• Deadline March 1st

▪️RESP
• No annual contribution limit
• Lifetime contribution limit $50,000 per beneficiary
• Maximum lifetime government grant $7200
• Contributions permitted into a RESP until 31 years after first opened

▪️RDSP
• No annual contribution limit
• Lifetime contribution limit $200,000 per beneficiary
• Maximum lifetime government grant $70,000
• Contributions permitted until end of the year beneficiary turns 59

If you do not have these set up, now is a great time to get started!


Investments • Insurance • Tax Planning
www.acquirewm.ca
📈🔒📊💼

🟠Contribution Reminder!🗓 ▪️TFSA•Annual 2021 contribution limit $6000•Any unused TFSA contribution from previous years (m...
12/10/2021

🟠Contribution Reminder!🗓
 
▪️TFSA
•Annual 2021 contribution limit $6000
•Any unused TFSA contribution from previous years (max $75,500)
•Any withdrawals made from the TFSA in the previous year

▪️RRSP
•March 1, 2022 is the deadline to contribute to your RRSP for 2021 tax year
•Annual 2021 Limit $27,830
•Can contribute 18% of your earned income in previous year (2020)
•Unused contribution room from previous years

▪️RESP
•No annual contribution limit
•Lifetime contribution limit $50,000 per beneficiary
•Can make contributions into an RESP until 31 years after you first opened it

▪️RDSP
•No annual contribution limit
•Lifetime contribution limit $200,000 per beneficiary
•Contributions permitted until the end of the year beneficiary turns 59
 
If you do not have these set up, now is a great time to get started!
 
If you would like more information or have any questions, please do not hesitate to contact us.
 
Investments • Insurance • Tax Planning
www.acquirewm.ca
📈🔒📊💼

It’s beginning to look a lot like Christmas ✨❄️🎄
12/08/2021

It’s beginning to look a lot like Christmas ✨❄️🎄

🟠 Brad Rice -President & Founder of Acquire Wealth Management.Brad’s family started in the financial services industry w...
10/27/2021

🟠 Brad Rice -President & Founder of Acquire Wealth Management.

Brad’s family started in the financial services industry with Rice Financial Group. For over 35 years, they helped thousands with their investment and insurance needs, while always prioritizing giving back to the communities they worked in.

Brad’s 30 years of experience excels at putting clients in touch with the people, products, and tools required to fulfil both short and long-term goals. Brad started his career working in the family business in various advisor and corporate roles leading up to his last role as Executive Vice President Sales and Marketing. The merger of Rice Financial in 2003 with Jovian Capital further allowed another chapter to develop, serving on the TSX listed company board for 2 years.

In 2005, Brad founded Acquire Wealth Management with the fundamental objective of building a team of like-minded advisors, specializing in different areas to work with clients based on their specific needs. Acquire is a small diverse independent financial services provider which puts Brad directly in front of clients for their investments, insurance, and tax planning needs. In 2019, Acquire moved to its new location in the South Landing Business Park.

In addition to financial service, Brad has other areas of professional and practical experience he works in, Brad is the Founder, CEO & Partner, of the RINK Group. THE RINK is the home of hockey development with locations in Winnipeg, MB and Kelowna, BC. THE RINK focuses on being a complete hockey resource for development of all ages with its 75 professional full time staff leading programs on and off ice across western Canada. Brad is also involved in real estate development projects and property management.

Investments • Insurance • Tax Planning
www.acquirewm.ca
📈🔒📊💼

🟠Regular contributions: TFSAs/RRSPs Are you contributing to your TFSAs and RRSPs? Many people find they can better affor...
08/13/2021

🟠Regular contributions: TFSAs/RRSPs
 
Are you contributing to your TFSAs and RRSPs?
 
Many people find they can better afford smaller contributions and ultimately end up saving a higher amount of money this way, since producing a single lump sum contribution isn’t always the easiest thing to do on a budget.

Making regular contributions as opposed to a lump sum at the end of the year allows you to benefit from compound interest over a longer period. It also creates a habit of saving money monthly and discipline.
 
Thinking of a TFSA/RRSP deadline contribution as a top-up to your ongoing contribution plan, rather than the primary focus of your savings plan, may help you reach your goals faster and retire more comfortably.

With that being said, a lump sum may be the right fit for you as a one-time, straight forward, annual payment to budget for.
 
Any contribution is a good contribution.
It is all based on what you feel comfortable with and your savings discipline/style.
The point is- start early, and if you haven’t already, start now!

Investments • Insurance • Tax Planning
www.acquirewm.ca
📈🔒📊💼

🟠RESPs & Government Grants Giving your children a head start on their post-secondary education has never been easier. By...
08/13/2021

🟠RESPs & Government Grants
 
Giving your children a head start on their post-secondary education has never been easier. By opening a Registered Education Savings Plan (RESP)for your child, you will have access of up to $7,200 from the federal government for their post-secondary education.
 
20% of annual deposits up to $2500 will be matched by the government. That is a total maximum amount of $500 towards your plan annually, for FREE. The earlier you start, the more time it will have to compound and grow!
 
▪️Not just for tuition: Of course, the money saved can go towards class tuition and books, but it can also be used for laptops, rent, a vehicle, parking, etc. (As long as it is education-related expenditures, they will be able to use the money).
 
▪️Transferable: What if one of your children decides not to go into post-secondary education? In a family RESP, the money can be used for whichever child decides to attend schooling. If none of your children are interested in post-secondary education, the money may be transferred to your individual RRSP- pending it meets eligibility.
 
▪️Starting school late? RESP’s can stay open for 36 years! It is common for high school graduates to take a few years off before pursing their education/passion. You can leave the money in the RESP until a decision has been made.
 
For the benefit of your children’s future, start a RESP account today!
 
Investments • Insurance • Tax Planning
www.acquirewm.ca
📈🔒📊

Address

53 South Landing Drive
Oak Bluff, MB
R4G0C4

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 1pm

Telephone

+12049890532

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