Mason Leite - Martin Christopher

10/14/2026

Wealth isn't always built through big decisions, but it can be lost through small ones.

Many Canadians know their home can pass to their children tax-free. What often comes as a surprise is what can happen to registered retirement savings when the second spouse passes away.
This article explores a strategy that could help reduce the impact of future taxes and leave more behind for the next generation.

🔗 https://mcadvisorgroup.ca/bulletins-2026-09-3/

Audio Version Meet Dan and Susan. At 65 and 63, they’re finally ready to kick back, relax, and enjoy a well-deserved retirement. They’ve played their financial cards right: their house is completely paid off, and they’ve managed to stash away a healthy $500,000 in their RRSPs. Like most parent...

10/07/2026

Ever look at your bank statement and wonder, "Where did all my money go this month?"

You're not alone.

One of the most powerful financial exercises isn't investing, budgeting, or debt repayment.
It's simply paying attention.

When people start tracking their spending, they often discover subscriptions they forgot about, habits that add up, and opportunities to redirect money toward things they truly care about.

Small awareness can lead to big changes.

I read a great article recently that reminded me that financial confidence doesn't come from being perfect. It comes from understanding where you are and taking the next step.
You can see the full article here: https://tinyurl.com/mrxje9k7

Do these words send you into a mini panic attack? Finance. Savings. Retirement. Debt.Take a deep breath and keep reading.

09/30/2026

💰 Nobody teaches this stuff in school... but it affects nearly every financial decision you'll make.

Are you a high school or university student wondering:

✅ How much should I be saving?
✅ Is having a credit card a good idea?
✅ Should I pay off debt first or invest?
✅ How do I build good financial habits early?

Join me for an engaging financial literacy workshop designed specifically for students in highschool, university, or just heading into the workforce.

Learn practical strategies around budgeting, financial goals, credit, saving, and debt management. Then test your knowledge in a fun financial literacy trivia challenge.

The best investment you can make is understanding how money works.

Register here: https://calendar.wpl.ca/event/17372392

For students ages 14 to 22 years old.. Event starts at October 14, 2026 6:30 PM EDT

08/19/2026

Job changes are stressful enough without worrying about unnecessary taxes.
If you've received, or may receive, a severance package, it's worth understanding the financial planning opportunities that could help protect more of what you've earned. A little planning today can make a big difference tomorrow.

Learn more here: https://mcadvisorgroup.ca/bulletins-2026-06-3/

Navigating severance packages can be daunting, especially in today's unpredictable job market. With the right tax planning strategies, you can maximize your severance pay and retain more of your money.

04/15/2026

Ever come into a chunk of money and freeze up trying to figure out what to do with it? 💰
You're not alone. One of the most common questions I hear from clients: "Should I invest it all right away, or spread it out over time?"
The answer is genuinely nuanced — and The Wealthy Barber breaks it down really well in this short video.
Here's my take: the data actually favours investing all at once. The longer your money is in the market, the more it can grow. But — and this is a big but — if a market dip right after you invest would cause you to panic and sell? That wipes out any advantage.
The strategy that works best is the one you can stick with. For a lot of people, that means going in partway right away and easing the rest in over a couple of years.
Worth a watch if you've got a windfall, inheritance, or lump sum you're trying to figure out 👇
https://www.youtube.com/watch?v=fjlzmBLgiR4
Questions? Send me a message — happy to talk through your situation.

You’ve just come into some money! Woohoo! But now what? You want to invest it in equities for the long term, but do you put it all in immediately, or invest ...

11/19/2025

Thinking about retiring early? You’re not alone—but here’s the catch.
If you step away from work in your 40s or 50s, your money might need to last 30–40 years. That’s a long time! The good news? With the right plan, it’s possible.
Check out this article for practical tips on making your financial strategy work for you:
👉 https://mcadvisorgroup.ca/bulletins-2025-10-1/

In recent years, the F.I.R.E. movement—short for Financial Independence, Retire Early—has gained traction among Canadians looking to leave the workforce decades ahead of the traditional retirement age. While the dream of stepping away from work in your 40s or 50s is exciting, it also raises a bi...

10/08/2025

I would make the argument that long-term success with money often comes down to avoiding the wrong turns, not chasing the biggest wins.

It’s not always big spending — sometimes it’s the quiet, sneaky habits that drain your future.

We just shared a list of 9 common money-wasters that could be costing you more than you realize. A few of them might surprise you 👀
👉 https://mcadvisorgroup.ca/bulletins-2025-07-1/

Managing money isn’t always glamorous, but small missteps can quietly chip away at your nest egg. Avoid these nine wealth-killers, ranked from “minor leak” to “financial sinkhole.” 9. Chasing Loyalty Points We all love a deal, but loading up on loyalty points by spending more than you plan...

08/06/2025

💡 Just said "I do"? Now say yes to a solid financial game plan.

Start your future off strong — here’s what every newlywed couple should know:👉 https://mcadvisorgroup.ca/bulletins-2025-08-2/

John and Jane spent months planning their dream wedding—and a lot of money to make it happen. Now that the big day is behind them, it’s time to shift focus from flowers and guest lists to something just as important: their financial future. Here’s a quick and practical checklist for…

07/09/2025

🌟 Markets are hitting new highs — but should you change your plan?

It’s exciting to see strong performance, but it’s also a time when people start wondering if they need to “do something.”

The real question is:
Are your investments still aligned with your goals?

I’ve been having lots of conversations lately helping clients stay focused on their bigger picture — making smart, long-term decisions rather than chasing market moves.

Check out our latest article for some helpful perspective:
👉 https://mcadvisorgroup.ca/bulletins-2024-10-1/

If it’s been a while since you reviewed your investment strategy with an advisor, I’d be happy to help.

As Canadian and US stock market indexes hit new highs this year, many investors began expressing anxiety about a possible 'correction'. Financial media personalities have also been speculating about the timing of correction from these recent market highs - following a strong run over the past year.....

07/02/2025

💡 A smart withdrawal strategy can make a big difference in how long your savings last.

Lately, I’ve been working with clients to optimize RRSP withdrawals — helping them avoid unnecessary taxes and keep more of their hard-earned savings. The right approach can mean tens of thousands of dollars saved over time.

Our latest bulletin shares timely strategies worth considering:
👉 https://mcadvisorgroup.ca/bulletins-2025-07-3/

📲 If you’re thinking about how to make the most of your retirement savings, I’m happy to help review your plan.