Hunt & Associates Private Wealth Management

06/02/2026

We’re proud to celebrate Hayden on achieving his Designated Financial Services Advisor (DFSA) designation.

This accomplishment reflects the commitment, discipline, and continuous learning that help great advisors better serve the people who trust them with their financial future.

We believe growth never stops, and Hayden’s dedication to expanding his knowledge and expertise is a great example of that mindset in action.

Designations like the DFSA represents time invested, skills sharpened, and a deeper commitment to helping clients navigate important financial decisions with confidence.

Congratulations, Hayden, on this well-earned achievement. We’re excited to see all that’s ahead for you.

06/01/2026

The “magic number” most people chase for retirement is usually wrong.

We’re taught to ask, “How much do I need to retire?” when the better question is, “How much income will I need each month, and where will it come from?” Real planning starts with expected spending, then adjusts for inflation, layers in CPP and OAS, analyzes investment returns, and stress tests for market downturns.

For some families, 1 million will not be enough, and for others, 800,000 is more than they’ll ever need. Retirement planning isn’t about guessing a big lump-sum number; it’s about designing a reliable income that can last 25–35 years.

If you’re focused only on the size of your nest egg and not the strength of your income plan, it may be time to rethink your approach.

Connect with our team for your consultation today.
https://huntandassociates.ca/book-a-consultation/

05/29/2026

What an incredible turnout for the Brandon IG Wealth Management Walk for Alzheimer’s 💙

So much support, community spirit, and people coming together for an important cause. Thank you to everyone who participated, donated, volunteered, and showed up to make a difference.

05/29/2026

⛳ The countdown is officially on for the Brandon Chamber of Commerce 36th Annual Golf Tournament and the Hole-In-One prizes this year are worth swinging for.

We are sponsoring a $10,000 Hole-In-One for one lucky golfer.

It’s shaping up to be one of the best days of the summer, great golf, great people, plenty of networking, and a little friendly competition mixed in.

If you’ve been thinking about registering a team, now’s the time. Golf registrations close next Wednesday, June 3, and spots are filling up fast!

The countdown is on for the Brandon Chamber of Commerce 36th Annual Golf Tournament, and this year’s Hole-In-One prizes are bigger than ever!

Take your shot for a chance to win:
• $10,000 sponsored by Hunt & Associates Private Wealth Management

Join us for one of The Brandon Chamber's premier summer networking events featuring great golf, exciting prizes, and a fantastic day on the course with the local business community.

Golf registrations close next Wednesday, June 3, so be sure to secure your team before spots fill up!

Registration form:https://chambermaster.blob.core.windows.net/userfiles/UserFiles/chambers/1595/Image/2026GolfRegistrationForm.pdf

05/28/2026

How you pay yourself as an incorporated professional is more than a tax decision. It’s a reflection of your long‑term vision.

Salary and dividends each offer unique advantages. The right balance can influence everything from your retirement contributions to personal cash flow, reinvestment capacity, and overall tax efficiency.

What feels optimal today may change as your income grows, your business expands, or your priorities shift. The real question isn’t which structure costs less, but which one moves you closer to your long‑term goals.

At Hunt & Associates, we take a holistic approach. Ensuring your compensation strategy aligns seamlessly with your evolving life, business, and ambitions.

Book a complimentary planning session or financial audit to ensure your approach still supports where you’re headed.

https://huntandassociates.ca/financial-audit/

05/27/2026

We are incredibly proud to share that Jonathan has been named one of Wealth Professional Canada's 5-Star Advisors for 2026! 🌟

This recognition isn't chosen by a panel of judges. It's earned through the voices of real clients. Advisors are rated on communication, portfolio performance, product knowledge, trust, and customer service.

Jonathan has always believed that great financial advising starts with truly knowing and caring for the people you serve, and this award reflects exactly that.

Congratulations, Jonathan! This is so well deserved.

05/26/2026

When was the last time you took a step back and looked at your full financial picture?

A wealth assessment isn’t only about numbers, it’s about understanding:
• Where you are today
• What’s working (and what’s not)
• Where you want to go next

Small adjustments, made at the right time, can have a big impact over time.

Because building wealth is about making what you have work smarter. Book your free consultation today.

https://huntandassociates.ca/book-a-consultation/

05/22/2026

One common mistake in charitable giving can quietly cost you thousands.

It happens when appreciated investments are sold first, and then the cash is donated.

It seems simple, but in many cases, it’s also the most expensive way to give.

Here’s why:

When you sell an investment that has grown in value, you may trigger capital gains tax.
But if you donate the investment directly, you can:
✔️ Avoid paying tax on the gain
✔️ Still receive the full charitable tax receipt
✔️ Potentially increase the overall impact of your gift

We recently worked with a client who planned to donate $50,000. By donating publicly traded securities instead of cash, they avoided a significant tax bill, while still fully supporting the charity they care about.

Same donation. Very different outcome.

The takeaway?
If you’re already planning to give, how you give matters.

A thoughtful strategy can make a meaningful difference, for both the cause you support and your overall financial picture.

05/21/2026

Not all investments in Canada are taxed the same, and that can have a big impact on how much you actually keep.

Registered accounts like TFSAs, RRSPs, FHSAs, and RESPs offer tax advantages that non-registered accounts simply do not. In a non-registered account, interest, dividends, and capital gains may be taxed every year, while in registered accounts, growth is either tax-deferred or tax-free.

Being a successful investor is being intentional with where you hold each type of investment. That’s called asset location - putting the right investments in the right accounts so your money can work harder for you, not the taxman.

If you’re not sure whether you’re using your accounts in the most tax-efficient way, this is your sign to connect with our team to review your strategy.

https://huntandassociates.ca/

05/15/2026

We’re proud to support Jonathan Hunt as he runs for a position on the Chamber Board.

Born and raised in Brandon, Jonathan has built his career around helping local families, entrepreneurs, and business owners grow stronger futures. As Principal Planner of Hunt & Associates, leading a dedicated team, he brings extensive experience in strategic planning, business growth, succession planning, and community-focused leadership.

Jonathan holds several advanced industry designations, including:
• Certified Exit Planning Advisor (CEPA®)
• Chartered Investment Manager (CIM®)
• Certified International Wealth Manager (CIWM®)
• Master Financial Advisor – Philanthropy (MFA-P™)

He has become known for helping business owners build stronger, more valuable companies while planning for long-term success — experience that aligns closely with the Chamber’s mission of supporting and strengthening the local business community.

Jonathan believes strong businesses create strong communities, and he’s passionate about collaboration, economic growth, and helping Brandon continue to thrive.

If you’re a Chamber member, you should have received an email from ElectionBuddy with voting instructions. We encourage you to take a moment to cast your vote and support Jonathan Hunt for the Chamber Board.