CWP Financial Services Inc.

12/01/2021

We've still got a few spaces left for our upcoming CWP Webinar - "Taking the Mystery out of Estate Planning".

Join us for this complimentary session tomorrow at 6pm, or Friday at 1pm. You'll be glad you did!

To learn more and to secure your spot, please click below.

https://sunlife-ca.zoom.us/webinar/register/WN_n_aiPjkmQUajyJj3gZO-wg

11/26/2021

Many Canadians are conditioned to believe that estate planning is expensive, not worth it, or simply too complicated to complete. This couldn’t be farther from the truth!

To dispel these myths, we invite you to attend our upcoming webinar titled “Taking the Mystery out of Estate Planning”.

During this session, we’ll take you through:
• What is estate planning?
• Why do I need it and why does it matter?
• Important elements to consider
• How we can help

We’ll also host an open Q+A following our presentation to ensure your questions are answered.

The complimentary Taking the Mystery out of Estate Planning webinar will take place:
• Thursday, Dec 2nd at 6pm
• Friday, Dec 3rd at 1pm

Both sessions will be identical.

Please click the link below to register.
https://sunlife-ca.zoom.us/webinar/register/WN_n_aiPjkmQUajyJj3gZO-wg

Look forward to seeing you then!

02/24/2021

Businesses are as unique as the people who lead them. No two are alike, and no two have a “normal” situation.

When working with business owners, we take great pride in our candid and direct approach to helping you better understand your own situation – be it your business, your team, your family, or your lifestyle. That’s why your business wealth management plan should always reflect your own situation, and where you want to go from here.

If you’d like to discuss the unique needs of your business and its wealth management plan, please be in touch. https://bit.ly/3ux0vF6

📹: Chris Poole, Sun Life Financial advisor
Disclaimer: I’m a Sun Life Financial advisor. See my website for legal disclosures. Opinions are my own.

02/18/2021

Are you still using the ‘back of the napkin approach’ to tax planning? Are you confident in your calculations?

Sometimes all you need is a quick tool to better understand your own situation. So here it is! This is my go-to online personal tax calculator & personal marginal tax rate breakdown from Ernst & Young. https://go.ey.com/37oJK58 - Try it now!

If you’re surprised by the result or want to better understand your own situation related to tax, give us a call to discuss tax-efficient action plans that might be right for you.

02/11/2021

Thank you for the constant support, Joseph! Since approaching CWP in 2012, our team has helped Joseph gain a better understanding of his business situation, sharing and implementing strategies to protect his assets, grow his business and support his family. The best part of my job is counting Clients as friends and building lasting relationships. It’s been a privilege working with you, Joseph.

02/09/2021

Are you losing sleep over your current financial status, or how the global pandemic is affecting your long-term ? Now’s your chance to ask us anything. Leave us a question in the comments below.

02/03/2021

True or false - You don’t need to purchase critical illness insurance if you already have life insurance.
False! Critical Illness Insurance reduces the unplanned impact associated with a life-altering illness, whereas life insurance does not. For many Canadians, this provides peace of mind knowing they're financially protected in case it happens to them - allowing them to focus on recovery – and not their finances.

If you’d like to discuss critical illness insurance, be in touch today.

01/27/2021

Balancing the needs of work and family while can be difficult. Some days are easier than others, but we’re proud of our team at CWP for rising to the occasion and managing Client needs without skipping a beat.

With CWP Financial offices in both Toronto and Newmarket, it’s our new “digital offices” that see the most volume, allowing us to serve Clients from their homes (and ours!), be they in Nova Scotia, Manitoba, or right here in Ontario. Here’s to all the parents who ! 👶

01/25/2021

It’s RRSP season, and business owners may find themselves torn between , , and Corporate Class investments. Perhaps tax-efficient Corporate Class funds are best for you and your situation? Let’s explore the options and build a plan that’s right for you.

https://bit.ly/3ogmJHq

Get the big picture on your finances with a Sun Life financial advisor. CWP Financial Services Inc. in Toronto ON can help you reach your goals and plan for the future. Complete the contact form to schedule an appointment.

01/21/2021

York Region is home to some incredible hiking trails within a short drive from our office. To keep your in check, it’s important to get outside (safely!) and stay active! Check out this list of places to go cross country skiing in York Region. Maybe we’ll even see you there – from a distance, of course: https://bit.ly/3qAy2vi

01/19/2021

New year, new financial deadlines. If TFSAs, RRSPs, or Income Tax preparedness is on your mind, please be in touch. Our team at CWP will help you better understand your own situation and build a wealth management plan designed to meet your life goals.

In the meantime, click the link to mark these key financial dates on your calendar. https://bit.ly/3syGw8h

Get the big picture on your finances with a Sun Life financial advisor. CWP Financial Services Inc. in Toronto ON can help you reach your goals and plan for the future. Complete the contact form to schedule an appointment.