Valley Wealth Management Inc.

07/07/2023

Even when you are young and healthy should you still consider acquiring life and living benefits insurance? Discover factors that might affect your decision and the benefits of planning ahead.

09/05/2023

I’m excited to announce that we have moved! Our new location is 255 Connell St. Unit D Woodstock, NB E7M 1L2

27/03/2023

There has been a lot of media coverage about the recent banking crisis in the US. If you are worried about the Canadian banking system, here is a good article discussing how our banking system differs.

After the Silicon Valley Bank collapse in the U.S., it's understandable if you’re worried about your money in the bank. Here’s what to know about the Canadian banking landscape and the likelihood of a failure happening here.

04/10/2022

"Be fearful when others are greedy and greedy when others are fearful." - Warren Buffett

Every bear market has these two things in common: They end Expected returns go up

28/09/2022

It's very important to have your corporate policies structured properly. Mistakes can be costly for business owners and their families.

Are you a business owner? Does your corporation have an insurance policy on your life? Read this article to find out why reviewing the beneficiary designations on that policy could help you avoid a taxable benefit!

01/09/2022

It's always important to consider tax and estate implications when helping your aging parents with finances.

Estate planning and distribution of bank accounts. What could go wrong? Bett’s story might stick in your mind as you plan for the future.

24/05/2022

Here is short clip on the value of advice! One thing not mentioned in this video is the value of having an accountability check. Meetings with your Financial Advisor force you to regularly evaluate your progress and adjust your plans to make sure you are on track to achieving your goals.

There are many things to consider when planning for your financial future and doing it on your own can feel overwhelming. But have you considered working with a professional advisor? Watch this video to learn the many and ongoing benefits of professional advice.

20/05/2022

For all of you nervous investors out there....we never know for sure the short term direction of the markets, but there is some evidence to indicate that the recent pain is almost over.

by Jurrien Timmer, Director of Global Macro, Fidelity Investments There are a few big reasons why the market…

16/05/2022

Your needs can often change along with your financial situation. Be sure to review them to provide adequate protection for you and your family.

Term insurance offers many benefits including income replacement and the opportunity to pay off debts. However, when it comes time to renew your term policy, there are certain things you should consider – read this article to find out more about your insurance options!

12/05/2022

The stock market has been challenging so far in 2022. It's times like this when I hear from clients asking if we should be getting out until things improve. My answer will always be that market timing doesn't work and staying invested and remaining patient is the key. Don't let fear drive your decisions. Let data. Being out of the market is more dangerous than being in. Click the link to learn more.

22/04/2022

A very valuable planning tool to be considered by

Estate freezes – what are they and should you consider implementing one for your business? Lots of factors to consider, so be sure to read this article to learn more.

20/04/2022

There are many different types of protection. This video is a great introduction and easy to understand. Please reach out to have a more in depth conversation about your personal insurance needs!

Your advisor’s role is to analyze your particular situation and help you choose the best combination of coverage and payment options.