Wealth Management by Monica Weissmann - Manulife Wealth Inc.

10/14/2026

A strong financial future starts with knowing what you’re working toward. Whether it’s buying a home, planning for retirement, or building long-term wealth, clear goals can help you make more confident financial decisions.

Here are 5 steps to get started:

🎯 Define What Matters Most
Identify your priorities. Are you saving for a major purchase, growing your investments, or creating financial security for your family?

📅 Set a Realistic Timeline
Separate your goals into short-term, medium-term, and long-term milestones so you know what to focus on today and in the years ahead.

💵 Make Your Goals Measurable
Determine how much you need and how much you can comfortably set aside each month to work toward your target.

📊 Build a Strategy
Your savings, investments, and financial decisions should align with your goals, time horizon, and comfort with risk.

🔄 Review and Adjust
Life changes, and your financial plan should evolve with it. Review your progress regularly and make adjustments when needed.

10/10/2026

We’re incredibly grateful for the trust our clients place in us to help guide their financial journeys and plan for the future.
Wishing you and your loved ones a warm, happy, and restful Thanksgiving filled with good food, great company, and plenty to be thankful for. 🧡

An independent Canada based business offering financial services to individual and corporate investors.

05/29/2026

Monica at the 25th CIFPs Annual National Conference - Canada’s premier gathering for financial planning professionals. Events like these reinforce the importance of continuous learning and staying ahead in an ever-evolving financial landscape.

05/26/2026

The most successful financial plans aren't built overnight. They evolve with your life, your priorities, and changing market conditions.

Take the time to review your financial strategy regularly and ensure it remains aligned with your long-term objectives.

05/21/2026

May this season inspire growth, wisdom, and abundance in life's every aspect. 🌿✨ Wishing you and your family a blessed Shavuot. 💙

With warm wishes,
Monica Weissman

05/17/2026

Building wealth often starts with small, consistent habits. 💰 For example, automatically setting aside even 10% of each paycheque into savings or investments before spending on anything else can help build long-term financial security over time.

05/15/2026

Whether your dream retirement includes travel, more time with family, pursuing new passions, or simply having peace of mind, the decisions you make today can help shape tomorrow. Small, consistent steps taken early can make a significant difference over time. If you would like guidance on building a retirement plan that aligns with your goals, contact Monica Weissmann to start the conversation.
📞 Office: 416-628-5770 ext 3910
Email: [email protected]

05/10/2026

💐 5 Financial Lessons We Learned From Mom 💐
1️⃣ Spend wisely, not impulsively
2️⃣ Always save for a rainy day
3️⃣ Hard work and consistency pay off
4️⃣ Giving back is just as important as earning
5️⃣ Avoid unnecessary debt and live within your means

Some of the best financial advice starts at home. What’s the most valuable money lesson your mom taught you?

05/07/2026

Your financial goals deserve guidance you can trust.

Whether you’re planning for retirement, growing your investments, saving for a major milestone, or looking to build long-term financial security, Monica Weissmann works closely with clients to create personalized strategies tailored to their unique goals and lifestyle.

With a thoughtful, client-focused approach, Monica helps simplify the financial planning process so you can feel confident about your future. 📈

05/01/2026

Personal tax deadline has passed and you can breath a sigh of relief 👀 If you missed it, here’s what happens:
The Canada Revenue Agency charges a penalty for filing late if you owe tax, consisting of 5% of your 2025 balance owing, plus 1% for each full month it is late (up to 12 months).
Filed but can’t pay yet? Still file as penalties are lower than not filing at all.