Wealth Management by Monica Weissmann - Manulife Wealth Inc.

11/02/2026

1 - Am I on track with my financial goals?

Have your savings, investments and financial priorities changed this year? Take a moment to review your progress and identify what needs adjusting.

2 - Am I making the most of my TFSA and RRSP?

Review your contribution room, savings strategy and potential tax implications. Are your registered accounts working effectively toward your goals?

3 - Is my investment portfolio still aligned with my goals?

Life changes, and your investment strategy may need to evolve too. Consider your time horizon, risk tolerance and overall financial objectives.

4 - Am I prepared for unexpected expenses?

From emergencies to unexpected life changes, having an appropriate financial safety net can help protect your long-term plans.

5 - Does my financial plan reflect where I am today?

Have there been changes to your family, income, career or retirement plans? Make sure your financial strategy reflects your current circumstances and future priorities.

10/26/2026

Retirement is a once-in-a-lifetime journey, and there’s no practice run. Planning ahead can help you make the most of it. Make your one shot count!

I talked to Christine Benz about the many challenges involved in retirement planning.

10/20/2026

A First Home Savings Account (FHSA) offers a powerful way to save for your first home in Canada.

Here are 3 key benefits:
- Tax-deductible contributions: Contributions can reduce your taxable income.
- Tax-free growth: Investments inside your FHSA can grow tax-free.
- Tax-free withdrawals: Qualifying withdrawals to purchase your first home are tax-free.
💡 Interesting fact: You can contribute up to $8,000 per year, with a lifetime contribution limit of $40,000.

Your first home may be closer than you think with the right savings strategy!

📩 Connect with Monica Weissmann to learn how an FHSA could fit into your financial plan.

10/14/2026

A strong financial future starts with knowing what you’re working toward. Whether it’s buying a home, planning for retirement, or building long-term wealth, clear goals can help you make more confident financial decisions.

Here are 5 steps to get started:

🎯 Define What Matters Most
Identify your priorities. Are you saving for a major purchase, growing your investments, or creating financial security for your family?

📅 Set a Realistic Timeline
Separate your goals into short-term, medium-term, and long-term milestones so you know what to focus on today and in the years ahead.

💵 Make Your Goals Measurable
Determine how much you need and how much you can comfortably set aside each month to work toward your target.

📊 Build a Strategy
Your savings, investments, and financial decisions should align with your goals, time horizon, and comfort with risk.

🔄 Review and Adjust
Life changes, and your financial plan should evolve with it. Review your progress regularly and make adjustments when needed.

10/10/2026

We’re incredibly grateful for the trust our clients place in us to help guide their financial journeys and plan for the future.
Wishing you and your loved ones a warm, happy, and restful Thanksgiving filled with good food, great company, and plenty to be thankful for. 🧡

An independent Canada based business offering financial services to individual and corporate investors.

05/29/2026

Monica at the 25th CIFPs Annual National Conference - Canada’s premier gathering for financial planning professionals. Events like these reinforce the importance of continuous learning and staying ahead in an ever-evolving financial landscape.

05/26/2026

The most successful financial plans aren't built overnight. They evolve with your life, your priorities, and changing market conditions.

Take the time to review your financial strategy regularly and ensure it remains aligned with your long-term objectives.

05/21/2026

May this season inspire growth, wisdom, and abundance in life's every aspect. 🌿✨ Wishing you and your family a blessed Shavuot. 💙

With warm wishes,
Monica Weissman

05/17/2026

Building wealth often starts with small, consistent habits. 💰 For example, automatically setting aside even 10% of each paycheque into savings or investments before spending on anything else can help build long-term financial security over time.

05/15/2026

Whether your dream retirement includes travel, more time with family, pursuing new passions, or simply having peace of mind, the decisions you make today can help shape tomorrow. Small, consistent steps taken early can make a significant difference over time. If you would like guidance on building a retirement plan that aligns with your goals, contact Monica Weissmann to start the conversation.
📞 Office: 416-628-5770 ext 3910
Email: [email protected]