The Gill Group Scotia Wealth Management

09/29/2021

Our upcoming free virtual seminar:
A World of Possibilities: Pursuing your Passions in Retirement.

You’ve accomplished so much in your life and career — but there’s still a world of possibilities ahead. As you plan for the next meaningful chapter in your life, you may be looking for ways to create a sense of personal fulfillment as well as opportunities to plan your legacy.

In collaboration with CanAge, Canada's National Seniors' Advocacy Organization, please join us for an engaging and inspiring session on October 5, where we’ll consider ways to help you find renewed purpose, pursue your passions, and set in motion the legacy you envision.


Click on the link below and register yourself

https://thegillgroup.ca/our-upcoming-virtual-client-seminar/

A World of Possibilities: Pursuing your Passions in Retirement, will feature our very own Erin Griffiths, Sara Plant, Malcolm Burrows, and President and CEO of CanAge, Laura Tamblyn Watts. Join us for an engaging and inspiring session, where we’ll consider ways to help clients plan for the next ch...

09/28/2021

An RESP is probably the most common education savings vehicle. It is usually opened by a parent or grandparent and is designed to help save for the post-secondary education of a child, grandchild, or another beneficiary.

Although RESP contributions are not tax-deductible, they allow savings to compound and grow tax-efficiently until the beneficiary is ready for college or university.

Visit the link below to read more and speak to Scotia Wealth relationship manager to help you get started.

https://thegillgroup.ca/strategies-to-maximize-education-savings/

Contact us:
https://thegillgroup.ca/contact-us/

With the rising cost of post-secondary education in Canada, you may be wondering what’s the best contribution strategy when it comes to a Registered Education Savings Plan (RESP) and other savings vehicles.

09/14/2021

RESP withdrawal checklist:
It was a smart decision to contribute to an RESP to help finance the next phase of your children’s education. Now your children are back to school, here comes the fun part: once your child has registered at a recognized post secondary institution, you’ll be able to start withdrawing the funds. Read the below checklist that will help you determine which post secondary education programs would qualify and how and when to draw on the available funds.






Visit the link below and Speak to Scotia Wealth relationship manager to help you get started.

07/06/2021

Total Wealth: Planning for Peace of Mind
Success never happens by accident. Establishing a Total Wealth Plan can help define your current and future financial goals, while also ensuring that your plans for success are realized on your own terms.

Our goal at The Gill Group and Scotia Wealth Management is to help build a unique strategy for our clients to achieve sustained financial freedom. In this video, we take a deep dive into Total Wealth Planning and how it can play a pivotal role now and into the future.

For more information, please visit: https://thegillgroup.ca/contact-us/

06/28/2021

Asset Management: Achieving your financial goals
Your needs and those of your family, your business and your future are unlike anyone else’s, and that’s the way your investments must be approached.

Working with you, our team of investment professionals will develop, execute and monitor an investment portfolio created exclusively for you, designed with a view to effectively manage risk and help you achieve your unique financial goals. The video link below explains more in detail how we can help you manage your assets.

For more FAQ’s and to chat with us, please visit: https://thegillgroup.ca/contact-us/

06/23/2021

Quick tip: Legacy considerations for women
Our team of wealth management specialists at The Gill Group and Scotia Wealth Management are here to help you develop an understanding of the importance of estate planning. The increasingly prominent role of women in business and the overall wealth picture underscores a direct need for this process, as women are more empowered and amassing greater wealth than ever before.

No matter your age, marital status or if you have children, we’ve put together some of the top reasons for making estate planning a priority.

Visit the link below and speak to a Scotia Wealth Management relationship manager to help you get started: https://thegillgroup.ca/quick-tip-legacy-considerations-for-women/

06/21/2021

Today, we recognize National Indigenous Peoples Day in Canada. This is a day for all Canadians to acknowledge and honour the unique heritage, diverse cultures, and outstanding contributions of Indigenous peoples across the country.

At The Gill Group and Scotia Wealth Management, we understand the unique needs of Indigenous communities, businesses and individuals. We are firmly committed to building and nurturing connections based on trust and respect to help achieve prosperity and honour our commitment to future generations. Watch the video below explaining these practices in detail.

For additional resources, please visit: https://thegillgroup.ca/contact-us/

06/17/2021

Generational Wealth: Creating Better Financial Futures
Whether you’re looking to ensure the success of your immediate needs, goals for tomorrow or future aspirations, defining your financial purpose is paramount. At The Gill Group and Scotia Wealth Management, our goal has always been to provide thoughtful and professional advice that puts your unique financial needs at the forefront.

Check out the video below to learn more about how we can help bring your vision of the future for you and your loved ones within reach.

We’re here to help. Contact us today at https://thegillgroup.ca/contact-us/

06/14/2021

Total Wealth Planning Considerations when Navigating a Divorce
Going through the process of a divorce can have significant impacts, including family dynamics, living arrangements, lifestyle, and financial situation.

With proper preparation, planning and consultation, our team at The Gill Group and Scotia Wealth Management can assist in easing you into this significant life transition.

As with other major life events, consider creating or revisiting your Total Wealth Plan to manage your finances, preserve family harmony, and take charge of your financial well-being.

Visit the link below for more FAQ’s at: https://thegillgroup.ca/financial-planning-considerations-when-going-through-a-divorce/

06/10/2021

What We Do - Purpose & Goals
At The Gill Group and Scotia Wealth Management, we’re firmly committed to building better financial futures for you, your family or your organization.

Check out this video that explains how exactly we can help manage your wealth, establish a plan that best suits your needs and the values that we hold near and dear to our hearts. Connect and chat with us today at: https://thegillgroup.ca/