From Financial & Associates

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From Financial & Associates

We are a family financial planning team who enjoy working with other families to help them discover

06/25/2026

Only working on your financial strategy when something goes wrong is like waiting to fix the road until the potholes are the size of your car. At that point, you have fewer options, higher costs, and a lot more stress.

A bit of preventative maintenance and care ahead of time can save a lot of headaches, money, and give you more flexibility when you actually need it.

If you haven’t looked at your plan in a while, this is a good time to book a quick review and make sure everything still lines up.

06/22/2026

Wes celebrated his birthday last week, making it a pretty big week for the family. It’s a nice moment to pause and celebrate him, not just the milestone itself but everything he brings to both work and home life.

We’re really proud of the consistency and heart he puts into everything he does, and grateful for the people who’ve been part of that journey with him.

Birthdays have a way of reminding you how much has been built over time, and how lucky we are to share it together. 🎉

06/18/2026

Many important financial planning opportunities happen during normal life changes, not financial emergencies.

A new role, growing business, inheritance, approaching retirement, or changes within the family can all affect long-term goals and planning strategies in ways that are easy to overlook.

That’s why communication matters.

Research shows that Canadians who work with an advisor are more likely to feel optimistic about their financial future and to be closer to achieving their goals. A large part of that comes from having someone help review decisions objectively and keep planning aligned with changing circumstances over time.

A strong financial plan keeps every part of your financial life working together as your life evolves.

06/16/2026

40 years in this industry represents a lifetime of relationships, trust, and commitment.

Over the decades, Wes has helped families navigate major milestones, prepare for the unexpected, and build plans for the future with confidence and clarity. His approach has always been grounded in integrity, experience, and putting people first.

What makes this milestone especially meaningful is the community that has grown around it. Clients who have become lifelong relationships. Industry peers who shared knowledge and guidance along the way. Mentors, friends, and colleagues who helped shape the journey over four decades.

The business became part of the family, too. Laurie joined in 2006, and today two of their five children work alongside Wes, continuing a legacy built on care, trust, and hard work.

Reaching 40 years is an incredible accomplishment, but it would not have happened without the people who supported, encouraged, and believed in him throughout the years.

Thank you to everyone who has been part of the journey. Congratulations, Wes, on 40 remarkable years. 🎉

06/11/2026

A financial plan is not meant to sit untouched for years.

As life changes, your plan should change with it. Career growth, business decisions, family responsibilities, retirement goals, and changing priorities can all affect the strategy that made sense a few years ago.

Canadians with written financial plans feel significantly more confident about their financial future than those without one. That confidence often comes from having regular conversations, ongoing reviews, and a strategy that continues adapting over time.

Financial planning works best when it stays active. Staying connected with your advisor helps ensure your plan continues reflecting the life you are building today.

*Fidelity’s 2025 Retirement Report

06/10/2026

Many families who qualify for an RDSP never open one, often because they do not realize how significant the government support can be.

Depending on eligibility and household income, the government may match contributions by up to 300%, with grants of up to $3,500 per year and bonds of up to $1,000 per year for qualifying families.

Over time, that can mean up to $70,000 in grants and $20,000 in bonds, contributing to long-term financial security.

We regularly speak with families who had no idea these programs existed or assumed the process would be too complicated to start.

Swipe through the 5 steps to learn how an RDSP works and what is needed to open one. ➡️

If you are unsure whether you or a family member qualifies, reach out to our team. We’re happy to help answer questions and guide you through the process.

06/05/2026

They say every generation needs a new financial advisor. We're not so sure.

A real advantage in financial planning is continuity. When families work with the same advisor across generations, there's already a strong understanding of their goals, values, and long-term plans.

One of the most meaningful compliments we receive is when clients introduce their children or grandchildren to our team. Those introductions reflect years of trust and the relationships we've built with families along the way.

06/03/2026

Every family and life journey is unique. We're committed to providing financial guidance that reflects your goals while creating a space where everyone feels welcome and respected.

🌈As we celebrate Pride Month, we thought it would be a good time to reintroduce ourselves.

Whether you've worked with us for years or are just getting to know us, thank you for trusting our team.

05/28/2026

A story out of Nova Scotia highlighted something many families do not realize until it becomes a problem: registered accounts like RRSPs can pass outside of a will even if the beneficiary designations are outdated.

In this case, an old RRSP beneficiary designation redirected access to approximately $685,000 after an unexpected death, despite the family believing their estate plans had been properly handled.

Situations like this are a reminder that financial planning is about much more than investment performance. A financial plan should evolve alongside major life changes like marriage, children, business ownership, retirement, or divorce. Otherwise, important details can quietly become outdated over time.

One of the most valuable parts of working with a financial advisor is having someone regularly review the areas people rarely think about until life changes unexpectedly.
Reach out to our team and schedule a review.

05/27/2026

Most people begin investing with information they find online, through social media, or from conversations with friends and family, but long-term financial planning becomes much more personal over time.

Managing emotions during market volatility, preparing for retirement, planning for taxes, protecting family wealth, and making major financial decisions all require a strategy built around your specific goals and circumstances.

45% of Canadians working with an advisor* say they feel closer to reaching their financial goals because they have support making thoughtful decisions during periods of uncertainty.

The strongest financial plans are collaborative. Regular conversations help ensure your strategy continues supporting both your current priorities and your future goals.

*Fidelity’s 2025 Retirement Report

Address

100 Osborne Street North (1C)
Winnipeg, MB
R3P0X7

Website

http://www.fromfinancial.ca/

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