This month we had a lot of things to send to you.
We didn’t want to flood your inboxes, so we put everything in one convenient place. If you have any questions about anything you see here, please don’t hesitate to reach out to your advisor or anyone on the team.
Our Latest Income Fund Info Sheet
Our Latest Equity Fund Info Sheet
Our Upcoming Seminar
Save the Date: March 7th, 12 noon Atlantic, live in Nova Scotia.
Our next seminar is on Tax Planning and will take place in March. We’ll be live in Nova Scotia, this time, but the session will be recorded and made available to all clients as both a video and a podcast episode. Don’t miss out on this valuable event. Invitations to this event will be sent out in early February. →
Barenaked Money
If you’re not already listening, you should be!
Our podcast, Barenaked Money, is available wherever you get your podcasts. The podcast is usually hosted by Colin & Josh and covers a wide range of topics in the arena of personal finance in a candid (some might say blunt) and easy to listen to way. ↓
Upcoming Key Dates
As we mentioned in our email, there are some important days coming up.
Deadline to make an RRSP contribution for your 2022 taxes is March 1st, 2023.
The Deadline for filing your personal taxes is May 1st, 2023. Speaking of that… ↓
Barenaked Money
- Episode 75: How Much!? | AKA: Do You Really *Need* That Much for Retirement? March 28, 2023You've probably read the recent headlines about how much you now *need* to be able to retire in Canada. For everyone. Apparently. We would like to provide some guidance on how you should view those headlines.
A short teaser video for another recent podcast, all about the things that got Josh riled up in 2022.
Our sister company, WLWI, offers complementary services to clients of WLWP Wealth Planners. These services include annual tax preparation. Contact Klaudio Kalari, Tax Manager at WLWI for details on services and discounted pricing.
- Tel: 416-246-0888
- TF: 1-800-782-2345
- klaudio@wlwi.ca
Our Latest Quarterly Market Update
Every quarter we put out a market update piece. This is a valuable update on the state of the market, the economy, and provides insight into our plans and philosophy. →
If you have any questions about any of the topics presented here, please reach out. You can use the contact form below or you can call 1-800-782-2345 or email us at help@wlwp.ca.
